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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 …
Continue reading
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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

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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

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
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
Use Cases and Deployment Scope
We use Planview Portfolios for managing all Capital and most Expense Projects including annual planning, ongoing execution, resource management, and financial data forecasting and actuals tracking.
Pros and Cons
  • Track financial actuals and forecasts.
  • Present projects in user definable portfolios based on user selected criteria.
  • It provides visibility of resource assignments and utilization through any number of organizational and other attribute filters.
  • Some users feel the UI could be more intuitive. Although once learned, users are ok with it; new users are sometimes reluctant.
  • Better history tracking for financials and schedule changes would improve our ability to address user concerns with unexpected changes to data.
  • Giving Users the ability to go back to a previous life cycle step.
  • Undo button for changes to project schedules and financials.
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.
Return on Investment
  • Provides business with the ability to identify and focus on strategic projects and align them with objectives.
  • Gives business visibility of resource utilization so staffing needs can be anticipated and addressed.
  • Provides business with clear visibility of cost forecasts and performance vs budget.
Other Software Used
Users and Roles
3000
All business functions, including IT, Finance, Engineering, Development, and various other business units.
Support Headcount Required
5
Planview config, Power BI, Integration, Database.
Business Processes Supported
  • Visibility of Project Portfolios.
  • Resource Management.
  • Financial Tracking.
Innovative Uses
  • Investment Planning.
  • Tracking Ideas.
  • Tracking Machine Time.
Future Planned Uses
  • OKRs.
  • Roadmaps
Likelihood to Renew
9
Large investment to date and generally pleased with functionality provided.
Products Replaced
Not Sure
Key Differentiators
  • Cloud Solutions
  • Scalability
Scalability was important since we are a large multi-division corporation.
Evaluation Lessons Learned
I wasn't here for the original selection. So, it is not possible to answer.
Implementation Rating
10
Implementation teams have been good!
Implementation Details / Implementation Partner
  • Implemented in-house
Implementation Phases
Yes
Demand Management, followed by Resource Management, is used for specific processes. We are continuing to add new businesses.
Change Management Lessons
Change management was a small part of the implementation and was well-handled
Implementation Issues
  • Mostly getting users to keep data current.
Training Types Used
  • Online Training
Online Training
7
Generally good. Sometimes, users are a bit overwhelmed, and it takes multiple sessions for them to get the hang of it.
Product Configurability
8
Usually able to configure what users require.
Configuration Lessons
Keep Lifecycles simple. Conditional branching can make following lifecycle config difficult and testing of changes becomes too complicated because of all the combinations requiring specific testing.
UI Customization
No - we have not done any customization to the interface
Extensibility and Customization
No - we have not done any custom code
Support Rating
10
Support is always willing to address issues and meets with us regularly to review the status of improvement efforts.
Premium Support
We have a Technical Account Manager if that's what you mean by Premium Support. We do our own config for the most part.
Bug Resolution
Yes
Reasonably so. We rolled into a future release. A Hot Fix would have made this better.
Exceptional Examples of Planview Portfolios Support
The last contracted rollout for one of our Business Units went exceptionally well. The Consultant, was excellent to work with.
Usability
5
It is easy once you are up to speed. New users seem to struggle to get the hang of navigation and functionality.
Easy Tasks
  • Building screens.
Difficult Tasks
  • Lifecycles
  • Scripted dialogs.
Mobile Interface Availability and Impressions
Yes, but I don't use it
Scalability
10
We are constantly growing and expanding. It is challenging to accommodate different user needs, but the system does provide means of doing that as we desire.
Reliability and Availability
10
Downtime is rare.
Performance
7
There are occasions when the system is a bit sluggish. However, it may not always be on the Planview side. We are investing in better tools to monitor our network performance, which will help us diagnose issues more effectively in the future.
Ease of Integration
4
Does require Planview engagement. However, the Dev Team has historically been outstanding.
Systems Integrated With
  • Peoplesoft
  • SAP
  • Apptio
Importing Actual Costs and exporting data to Apptio for reporting.
Future Integration Plans
Not at present.
Types of Integration
  • File import/export
  • Single Signon
  • ETL tools
Integration Lessons Learned
Involve Planview.
Pre-Sale Experience
I was not with the company during that process.
Post-Sale Experience
10
Great support from Planview.
Professional Services
10
No issues or concerns.
Key Negotiation Points
I am not involved with negotiations.
Contract Terms and Pricing Model
Did not help purchase product.
Dealing with Planview
No
Upgrade Process
Yes
We get monthly releases as part of Continuous Cloud.
Upgrade Benefits
  • Not sure.
Anticipated Benefits from Future Upgrades
  • Not sure what is coming.
Future Edition Upgrade Plans
No
Migrating Between Editions
No
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