What we needed... Planview Portfolios
We use Planview Portfolios for high level project management, capacity management and some basic financial tracking. One of the issues we …
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.
Recent Reviews
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Senior Analyst IT
Southern Glazer's Wine and Spirits (Food & Beverages, 10,001+ employees)
Pricing
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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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- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
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- Integrations
- Competitors
- Tech Details
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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 8.2.
The most common users of Planview Portfolios are from Enterprises (1,001+ employees).
Comparisons
Compare with
Reviews and Ratings
(154)Attribute Ratings
- 8.2Likelihood to Renew
- 7.3Availability
- 7.3Performance
- 7.7Usability
- 7.9Support Rating
- 6.4Online Training
- 6.4In-Person Training
- 8.2Implementation Rating
- 7.3Configurability
- 7.3Product Scalability
- 5.5Vendor pre-sale
- 4.5Vendor post-sale
- 8.2Planview PPM Pro Configurability
- 5.5Professional Services
- 6.4Contract Terms and Pricing Model
Reviews
(1-25 of 98)Companies can't remove reviews or game the system. Here's why
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
September 22, 2023
Strategic Planning - Meet your goals!
Score 9 out of 10
Vetted Review
Verified User
- Metrics and Reporting
- Resource Capacity
- Strategic Alignment
- Automation in the workflows
September 14, 2023
Planview Portfolios in depth
- Audits
- being able to track project utilization easily
- knowledge articles
- sometimes the lagging in Planview Portfolios
- clearing out the utilization when deactivating an account. In my opinion, it is hard to go to the next section when zeroing out the utilization
- an easier navigation to get to different sections.
September 14, 2023
Planview Portfolios: Excellent product that stands out from the pack
- Highly configurable system
- Robust Portfolio Views capability
- Adaptable solutioning to changing business conditions and needs
- Stronger, more robust tool for T-SQL Dataset Management
- Workplan functionality & integration that is more intuitive and efficient to use for PMs
- More robust Work Management Hierarchy that enables Parent-Child relationships
September 14, 2023
Planview Portfolio for IT Program Management
- Structures Portfolios, Programs, and Projects
- Built-in and integrated reporting
- Resource capacity management
- Workflows and navigation. The UI can be counterintuitive
- Project level scheduling and WBS integration across products (Portfolios to ProjectPlace)
- Views
September 14, 2023
Outrageous Fan of PV
- Agile Costing - automated timesheet
- Reports and Analytics at the strategy level
- Assigning Resources to the work items
- Reporting and Analytic at the resource level
- Capturing history - after progressing runs it wipes out who did what hard to know to to have conversations with
- Slowness - switching screen the load takes an eternity
- Customer Success Center do not produce answers to match my question.
September 14, 2023
New to Portfolios but not Planview!
- In take
- PM status reporting
- Organization of portfolio work - list
- Reporting
- Project Schedules
- Resource allocation view
September 14, 2023
Planview Portfolios
- Simplicity
- Time management
- Customization
- Report criteria doesn't always save after hitting the save button
- Easy report creation for new users
September 14, 2023
Governance and Financial Management Insight Achieved
- Resource utilization
- Labor Billing
- Governance
- Word wrap in column headings
- Strategies and user grants required for maintaining level of association
- PowerBI dashboards - need to be able to export/report out
September 14, 2023
Review
- Financial breakdown
- attribute collection on projects
- Strategic alignment
- Planning and prioritization
- BOT automation on updating of attributes
- Interface
September 14, 2023
Portfolios visibility and flexibility
- types (fields) of data available for each effort
- easy to use
- portfolio views that allow you to modify data
- customization of fields for the way data is entered
September 14, 2023
JK's review
- Project Management with proper Reserve or Allocation
- Financial Management with different versions
- Different kinds of reporting and the option to develop the customized reports
- this is the area I can see Planview Portfolios is very much lagging behind. If you see Atlassian, they are having a robust API information and using that we can securely access the necessary information based on the role. I think a similar kind of approach need to done in Planview Portfolios as well.
- User Information and Resource information is separate. Expecting that, during the User creation, when a resource is linked, automatically all the basic fields should be populated with the values, also if a person is having an User account there is no way for that person to know that what User role that he/she is having. Also none of the reports covering that details.
- Automation - It's mentioned using the UiPath some of the Automation has been done in the User creation but don't find any necessary document for better understanding.
September 14, 2023
Analyze This!
- Time Keeping
- Resource Mgt
- Work Mgt
- Performance
- Customer Care
- Faster Enhancement turn arounds
September 14, 2023
Planview Portfolios CTM review
- Organized applications around key capabilities
- Better data visualizations