Planview Portfolios helping to drive connected work.
We use Planview Portfolios to manage our portfolio of Digital projects across the organisation. The key business problems we are trying to …
Planview PortfoliosFormerly 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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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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- Free/Freemium Version
- Premium Consulting/Integration Services
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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
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 Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Windows, Mac |
| Mobile Application | No |
| Supported Countries | North America, South America, Europe, Asia, Australia |
| Supported Languages | English, 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.
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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Reviews and Ratings
(177)Attribute Ratings
- 8.3Likelihood to Renew
- 8.2Availability
- 6.8Performance
- 6.8Usability
- 7.7Support Rating
- 6.4Online Training
- 6.4In-Person Training
- 8.7Implementation Rating
- 7.9Configurability
- 8.2Product Scalability
- 3.6Ease of integration
- 5.5Vendor pre-sale
- 6.8Vendor post-sale
- 8.2Planview PPM Pro Configurability
- 7.3Professional Services
- 6.4Contract Terms and Pricing Model
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.
- Flexible, highly configurable toolset to support a number of different business processes.
- Product suite is constantly being updated with new features and a high frequency cadence of releases.
- Good integration with dashboarding capabilities both internal and external e.g. PowerBI.
- While the initial configuration is fairly easy to leverage to enhance the full features some core technical experience is required (this may not be available within the client's team - PV do provide a very good customer support service).
- Enhancing the work planning capability. There is so much available that it can sometimes be a little overwhelming - again this could be due to the way that we have implemented some features (not an issue with the toolset itself.
- Integration with provisioning systems (I know this is on the cards); to make the user management of the system at an enterprise level easier.
July 01, 2024
Planview Portfolios Feedback
- Robust workflow capabilities
- Timesheet tracking and reporting
- Project planning with full PMP - PMI type capabilities in one place
- The User Interface is antiquated and not intuitive for the user
- Some of the functionality is limited around project planning and flexibility with making changes, running schedules, baselining (would like Planview Portfolios to keep version history automatically like Word or Excel does.
- Expensive - would like to have different license types for the users that do more than entering time, but don't need full access so we can lessen the expense.
June 27, 2024
Planview Portfolios - Strategic Planning
- Financials - Portfolios offers the opportunity to enter detailed financial information.
- Customization - Portfolios is extremely customizable allowing you to create your own processes and procedures that conform to your company's way of work
- Connected work - Portfolios connects with other Planview products such as ProjectPlace and AgilePlace allowing users to do the actual planning work in the platform that suits them best and feed the necessary information up to Portfolios for tracking at a higher level
- Planview is already working on this but Navigation is tough, I think the introduction of Overviews will help this but there really needs to be a view that a Senior Level stakeholder can log into and see exactly what he needs to see without any clicking around and searching. Overviews is a step in the right direction, but we aren't quite there yet. I am hopeful!
- More customized reporting options! Power BI is great but the ability to post real time reports from Power BI is limited. Fast Track reports can be great but frequently have information that is not relevant for us and editing/customizing them is quite difficult. Having a built in report builder option, something an average user could use, would be a great addition!
June 25, 2024
What a great way to connect strategy to delivery
- Strategy and Work Hierarchy
- Integrations with Financial systems
- Schedule Management
- History for free text fields
- Audit on the schedule
- Integration with Jira
June 19, 2024
Beautiful Journey with Portfolios
- Summarized view of all projects in one place
- Good approval matrix and workflow to manage approval when multiple Leadership approvals are required
- Good dashboarding and reporting capabilities
- With access to all data, drag and drop kind of graphs and charts would be ideal
- UI seems a bit dated. Lot of room for improvement
- Sometimes, the website is a bit slow. When you try to do multiple things at a time. Esp. going through administration options, everything seems slow and laggy
- Manage large portfolios with thousands of projects.
- Roll up financials across strategic hierarchy for projects around the world.
- Manage access in multiple ways so we can set up each user/role with just the right permissions.
- Support a variety of reporting and analytics methods.
- ODATA is powerful but complex to customize, and it is hard to track query changes (who changes what when).
- The user interface defaults to the last open portfolio, which can waste a lot of time loading a large portfolio if that's not what you want now.
- Job management logs need better error messages to diagnose the issues.
June 17, 2024
Planview Portfolios.
- 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.
June 11, 2024
Planview Portfolios review
- Financial management
- Project scheduling
- Dashboards & Reporting
- Project registers are limited to 3
- Calculated fields cannot use dates
- Investment and Capacity Planning.
- Effort Tracking.
- Estimation
- Complicated UX for new & intermediate users.
- Limited reporting capabilities.
- Connect strategy to delivery.
- Manage resource utilization.
- Captures effort estimates and actuals.
- Capturing lower-level detailed expenditures within a project so that financial screens can show the details of the roll-up.
- Reporting flexibility so that end users can create their own quick ad hoc reports for analysis.
- Capturing matrixed skills on resources to ensure staffing is adequate and better align demand to supply.
June 11, 2024
Planview Portfolios
- Financial management
- Demand Management
- Resource management
- Time Tracking
- I'd like the ability to personally customize the pre-designed tiles
- I'd like the ability to create my own reports by ticking a box of exactly which data I'd like to view. Sometimes what I want is a combination of reporting options that are already available, and I need to pull both and combine on my own in excel.
- I'd like to be able to expand my column sets with an easy select all concept and click on a column line (similar to excel) instead of moving each column individually.
- I'd like the ability to create a landing page
June 10, 2024
90% Happy with Planview Portfolios
- Lot of possibilites
- All features in one Product
- Exchange of data between the modules must be improved.
- Enhancement requests via IdeaPlace are mostly ignored.
- Customer Care has room for improvement.
- Already available modules are not being improved.
June 10, 2024
Solid Portfolio Management Tool
Score 10 out of 10
Vetted Review
Verified User
- management of large amount of data
- integrate into existing landscape (e.g. financial systems, project delivery systems)
- flexibility in Project delivery methods (waterfall, Agile, Kanban) all in one programme
- Visualise work status
- User interface (but new modules are getting there)
May 17, 2024
What we needed... Planview Portfolios
- Allows to select carefully how we document our work
- Let's us track financials at whatever level we deem necessary
- Gives us the ability to track actual work from specific resources
- Allows us to plan for future work based on availability of resources
- Adjusting field once established is impossible and requires creating a new field, and then you end up with having to copy data or else...
- It would be a nice thing is users (not Admins) could do some superficial labeling or changes like that based on their specific needs without impacting the entire org.
- Some things are not very intuitive, the learning curve is heavy, although once you get it it's great. If you step away for a while coming back is nearly as difficult as the first time you used it.
- Users should be able to tag a person or create a notification for someone on the fly as they need to without an Admin having to setup a whole system to do it.
May 17, 2024
Planview Portfolios
Score 9 out of 10
Vetted Review
Verified User
- Resource Capacity
- Report Use
- Portfolio Management
- Resource Allocations
- Better use of dragging and copying data within it's solution. You can't copy or paste data
- Stronger Undo Capabilities
May 16, 2024
Planview Portfolios Review
- Portfolio Manager - allows customized views of work across the platform.
- Financial Management - allows detailed or high level visibility.
- My Overview - allows quick access to items specifically related to you.
- Change, Risks, and Issues need to be modernized and, most importantly, connected to work.
- Configuration Migration tools need to be useable and easy to perform.
- Content Management needs to be modernized and easier to access documents, similar to ProjectPlace.
May 16, 2024
Planview Portfolios.
- Managing projects' schedule, scope, and budget.
- Capacity and demand planning.
- Enterprise-wide reporting.
- Portfolio management.
- Ability to do estimations based on capabilities. We need to know the costs of the different capabilities we are building within one project.
May 16, 2024
Great Product and value for money.
- Resource Management.
- Demand Management.
- Financials
- Investment Capacity Planning.
- Reports
- Cost
May 15, 2024
Planview Portfolios - great for large organizations with existing Project Management expertise.
- Visibility.
- Persona based views - reporting and tiles.
- Robust system.
- Connected work
- There is a lot to take on - many users experience information overload.
- UI is a bit 'old' but improvements keep coming.
May 14, 2024
Planview Review
- Ability to create custom attributes and configurations for your business
- Ability to capture resource capacity
- Linking projects to resources
- Creating custom lifecycle flow to support governance
- Schedule visualization could be improved
- Navigation not intuitive for occasional users
May 14, 2024
Good tool with lots of potential
- Ability to create simple or complex lifecycles when needed
- Viewing a portfolio of data at once for overall group view
- Resource management expansion over the years has allowed more valuable data
- Increases for data system can process when it comes to reporting
- Allowing strategic structure capabilities to be similar to all others, currently limited in add/deletes from a structure standpoint and have to go the portfolio route.
May 14, 2024
Deliver on Strategic Goals
- Project Management
- Capacity Planning
- Reporting
- Customer have complain regarding not knowing where to go to complete there work
- Modernize the UI
- Accessibility to customer data
May 14, 2024
Planview Portfolios
- manage work
- manage resources
- manage capacity
- backend architecture is complicated
- Data management
- Reporting
- Customizability
- Outdated user interface
- Learning curve
- Overly complex for small use cases
November 17, 2023
My User Experience with Planview Portfolios
Score 9 out of 10
Vetted Review
Verified User
- Planning and tracking projects.
- Effective financial management
- Portfolio Optimization
- Mobile Accessibility
- Advanced Analysis
- Automation Breakdown