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Planview Portfolios

Planview Portfolios
Formerly Planview Enterprise One

Overview

What is Planview Portfolios?

Planview Portfolios is an end-to-end project portfolio management and enterprise architecture management tool. It includes two components: Portfolio and Resource Management and Capability and Technology Management. The platform is available as a cloud-based or on-premise service.

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Recent Reviews

Planview Portfolios.

9 out of 10
June 17, 2024
Incentivized
We use Planview Portfolios for managing all Capital and most Expense Projects including annual planning, ongoing execution, resource …
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Planview Portfolios

9 out of 10
May 17, 2024
We started to use Planview Portfolios after migrating from Microsoft Project. There was a tremendous amount to not only learn but bring …
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Pricing

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Planview Portfolios

Planview Portfolios

N/A
Unavailable

What is Planview Portfolios?

Planview Portfolios is an end-to-end project portfolio management and enterprise architecture management tool. It includes two components: Portfolio and Resource Management and Capability and Technology Management. The platform is available as a cloud-based or on-premise service.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Planview Portfolios?

Planview Portfolios is a project portfolio management and enterprise architecture management tool provided by Planview, Inc., located in Austin, TX. It includes two components: Portfolio and Resource Management (formerly Planview Enterprise), and Capability and Technology Management (formerly Troux). The platform is available as a cloud-based or on-premise service.

Portfolio and Resource Management (formerly Planview Enterprise) connects strategy to execution by improving decision making across the enterprise, including product development, IT, and services. By integrating planning and execution, it enables organizations to prioritize their portfolios, balance organizational capacity against demand, link plans and resources to project execution, and manage the underlying financials of the entire process.

Capability and Technology Management (formerly Troux) is designed to drive business outcomes by connecting technology with business context. The vendor says this enables IT leaders to advance business strategies and capabilities by making better decisions about application and technology portfolios. According to the vendor, the module’s data model and visualizations, combined with deep domain expertise in application and technology management, enable customers to achieve shorter time to value and to better communicate the business value of IT.

Planview Portfolios Features

  • Supported: Resource Management
  • Supported: Actuals: Understand Projected Versus Actuals
  • Supported: In-Application Views and Reports
  • Supported: Strategic Planning
  • Supported: Analytics and Reporting
  • Supported: Investment Prioritization
  • Supported: Scenario Modeling
  • Supported: Impact Analysis
  • Supported: Capacity Planning

Planview Portfolios Screenshots

Screenshot of Plan and balance capacity to focus the right resources on the right work for successful delivery on the most important programs, applications, products and projects.Screenshot of Demonstrate how much it costs to deliver capabilities to the business - by application and by user - to support strategic initiatives.Screenshot of New integrated views improve balancing project schedule and resource availability.Screenshot of Make data-driven decisions with comprehensive analytics and reporting. Get insights into portfolio performance, enable continuous planning.Screenshot of Improve decision making with analytics and reporting.Screenshot of Roadmap a strategy for products, services and applications. Strategic roadmaps define timeframes, milestones, and releases across portfolios for outcomes that span organizations.

Planview Portfolios Video

Planview unveils Planview Enterprise One, launching a new era of Work and Resource Management

Planview Portfolios Integrations

Planview Portfolios Competitors

Planview Portfolios Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Mac
Mobile ApplicationNo
Supported CountriesNorth America, South America, Europe, Asia, Australia
Supported LanguagesEnglish, French, German, Spanish, Chinese, Japanese

Planview Portfolios Downloadables

Frequently Asked Questions

Planview Portfolios is an end-to-end project portfolio management and enterprise architecture management tool. It includes two components: Portfolio and Resource Management and Capability and Technology Management. The platform is available as a cloud-based or on-premise service.

Microsoft Project, Smartsheet, and monday.com are common alternatives for Planview Portfolios.

Reviewers rate Implementation Rating highest, with a score of 8.7.

The most common users of Planview Portfolios are from Enterprises (1,001+ employees).
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Comparisons

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Reviews and Ratings

(177)

Attribute Ratings

Reviews

(1-25 of 111)
Companies can't remove reviews or game the system. Here's why
July 01, 2024

Planview Portfolios helping to drive connected work.

Verified User
Analyst in Information Technology
Utilities Company, 1001-5000 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Planview Portfolios is well suited to provide a single, central, view of the truth. There is clear expansion capabilities to integrate it as a true Enterprise toolset with existing organisation wide (not just delivery) - you can pick and choose what you need to implement and that list gets longer. The ability to quickly gain an understanding of resources within the overall portfolio and some really clever tools regarding capacity and demand modelling.

I think the only challenge we have encountered is modelling our Business as Usual activity to a level of detail - this is due to other tools being very embedded not just in the organisation but across a lot of industries.
June 27, 2024

Planview Portfolios - Strategic Planning

Verified User
Manager in Corporate
Logistics & Supply Chain Company, 10,001+ employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Planview Portfolios is a great tool for bringing an organization together in their Strategic Planning allowing everyone to be on the same page viewing the same information. Our organization has found the ability to have a single source of the truth to be unwaveringly valuable in our strategic planning and execution processes. We are able to customize the system to meet our needs and we are able to view our initiatives and measure on the same attributes and markers from the same system. No more translating or interpreting from other systems, everything is all in one place.
June 17, 2024

Portfolios supports multiple use cases for 24/7 global manufacturer.

Jason Przybycien | TrustRadius Reviewer
Jason Przybycien
Capital Systems Analyst
Corning Inc (Glass, Ceramics & Concrete, 10,001+ employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Portfolios are great for managing large portfolios of projects, especially projects with detailed schedules and dependencies. I would not recommend it for smaller projects due to the amount of required setup. Also, it's not an ERP system- the accounts are only summaries of expenses.
June 17, 2024

Planview Portfolios.

Verified User
Administrator in Information Technology
Chemicals Company, 5001-10,000 employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Planview Portfolios is a strong application for Enterprise-Level project/resource data input and tracking. Configuration is relatively easy to learn compared to other tools; however, it does take some time investment. It is not a good fit for users looking for something with Excel-like flexibility and is not particularly suited to robust document management.
June 11, 2024

Planview Portfolios Review - Data Analyst/Administrator Perspective.

Verified User
Analyst in Information Technology
Banking Company, 5001-10,000 employees
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Planview Portfolios is well suited to assist a large, multi-faceted organization in managing a portfolio of work. It does not work as well for smaller organizations or groups only needing to track a small amount of work. It also does not work well for groups who have limited capacity to manage the tool itself (i.e., it requires a lot of support to produce functionality that fits in well with an organization that has already defined how it tracks work). There are opportunities to work with Planview directly (SOW/RAS) to reduce the impact of my previous point, but in our organization's experience, this is ineffective and time-consuming.
June 11, 2024

Enables companies to increase their use as business processes mature.

PS
Pam Sargent
Planview Systems Delivery Manager
NASCO (Computer Software, 1001-5000 employees)
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Planview Portfolios allows the ability to establish strategic goals, set financial targets, and then associate work so that business areas can easily see current forecasts compared to baselines. Lower-level resource management is handled nicely within Portfolios, allowing Resource Managers to pivot the assignment data quickly to do a variety of analyses. There is room for improvement in the ease of connecting Ideation to Delivery. Companion tools are available but it does not flow smoothly between applications. I would rather have Ideation embedded within Portfolios so that projects can be created/aligned more easily.
June 11, 2024

Planview Portfolios

ES
Erin Schiavone
Sr. Analyst, Resource Management
Corning Incorporated (Information Technology & Services, 10,001+ employees)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Being able to see everything in one platform for your project is a great feature of Portfolios. Not having to go to separate programs to view financials, demand, resources, time tracking is a huge advantage of Planview Portfolios. The ability to be compatible with other software, such as Apptio, is a necessity.
June 10, 2024

90% Happy with Planview Portfolios

Verified User
Project Manager in Information Technology
Electrical & Electronic Manufacturing Company, 10,001+ employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Planview Portfolios is a great solution for rather large enterprises. It provides a lot of functionality and new features are released on a regular basis. We use it as our single source of truth. Therefore, we have a huge transparency in our planning.
However, it also comes with a huge complexity and maintenance effort.
June 10, 2024

Solid Portfolio Management Tool

AG
Andreas Gabler
Platform Owner
Fonterra (Dairy, 10,001+ employees)
Score 10 out of 10
Vetted Review
Verified User
Likelihood to Recommend
Manage a large set of projects utilising the grouping functions (strategy, portfolio, programme). Automating processes, and deriving decision points through build in reports, down to automated project sentiments to sense check status reports. Project execution without any of their addons (e.g. project place or AgilePlace) can be cumbersom.
May 17, 2024

What we needed... Planview Portfolios

LL
Larry Lee
Product Owner
McKesson (Health, Wellness and Fitness, 10,001+ employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
So far the day to day task management seems to be better outside of Planview Portfolios. But the big rocks, year all the major tracking and effort is great in Planview Portfolios. I think any team member needing to manage a project that spends any money or needs to track resources should use it.
May 16, 2024

Planview Portfolios.

Verified User
Manager in Information Technology
Hospital & Health Care Company, 5001-10,000 employees
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Portfolios are very well suited to managing large projects or portfolios and have the reporting to support those efforts. They have a lot of functionality, but sometimes, having too much functionality makes it confusing for new users. I am looking forward to Planview to see if that will help reduce the confusion our users are experiencing.
May 16, 2024

Great Product and value for money.

Verified User
Manager in Engineering
Automotive Company, 10,001+ employees
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Planview Portfolios is an excellent tool for managing your Organization's demand and resources. It gives excellent visibility of the time your organization is spending on running, growing, and transforming models, and at the same time, your resources are never over or underutilized. Projects roll up to programs and strategies, helping customers align with their company's strategic goals.
May 15, 2024

Planview Portfolios - great for large organizations with existing Project Management expertise.

Verified User
Manager in Information Technology
Biotechnology Company, 10,001+ employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Portfolios is suited to large organizations with existing Project Management practices and processes already in place. PMOs or a similar structure are really essential to help manage and support this system. Do not try to create processes by implementing a tool, get the processes first, and then get the tool to work for those processes.
May 14, 2024

Good tool with lots of potential

MF
Maya Flowers
Technical Advisor
Dell Technologies (Computer & Network Security, 10,001+ employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Portfolios is best suited for situations where you have a detailed project methodology process, resource management guidelines in place and financial partners who are engaged in the process. It is a tool that requires collaboration from many areas to be able to deliver accurate reporting to help drive project/program decisions for a division or company. It is less suited for organizations that are in the beginning stages or developing a project methodology process. There are many capabilities but without process driven goals and outcomes, the options may be overwhelming and used individually instead of together as they were intended. It is also, less suited for very high drive reporting environments who are looking for expansive reports with large amounts of data at one time. It can be done but not without some constraints and bumps along the way.
May 14, 2024

A robust enterprise-wide software solution for managing large organizations

Verified User
Program Manager in Research & Development
Health, Wellness and Fitness Company, 10,001+ employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Likelihood to Recommend
Planview Portfolios is a powerful and highly flexible tool for managing a large and complex portfolio of projects, products, and business cases. It has the ability to manage granular permissions and finetune customization for a myriad of use cases. However, it is likely overly complex for smaller organizations that have simpler processes or structures in place and will cause more confusion if there are too many features that users will need to ignore.
November 17, 2023

My User Experience with Planview Portfolios

Apeksha Jain | TrustRadius Reviewer
Apeksha Jain
Hopital Manager
Kokilaben Dhirubhai Ambani Medical Research and Hopital (Hospital & Health Care, 1001-5000 employees)
Score 9 out of 10
Vetted Review
Verified User
Likelihood to Recommend
I work as a Hospital Manager and in our hospital we need various equipment and advanced machines that can diagnose the best and give us the best results so that we can analyse the patient's best possible condition. Getting new machines and types of equipment is not an easy task we need so many planning the funds for the projects and implementation of those machines can become challenging part if we don't have a proper roadmap of resource management, funds, vendors suppliers, etc. Here Planview Portfolio smartly computes the all data counts all the variables and gives us the best roadmap to follow it is very useful to get crucial projects in organizations. If the organization doesn't have multiple projects or they work in a monotonous way then this tool might not be the best option for them.
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