Planview Review
Updated May 14, 2024
Planview Review
Score 9 out of 10
Vetted Review
Verified User
Modules Used
- Portfolio and Resource Management (formerly Planview Enterprise)
Overall Satisfaction with Planview Portfolios
Portfolios is used to support our NPD (New Product Development) process. It used as governance to determine when new projects can be approved. It is also used for execution of the project to create the schedule and tracking of milestones. Portfolios is also used to understand and track resource capacity.
- 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
- Work and Assignments - schedule and milestone management
- Resource and Assignments
- Lifecycle flow for approval of new innovation
- Tracking of spend between plan and actual
- Reduced time it took to consolidate results
- Reduced the number of scope changes
We are currently in the process of evaluating but so far Planview seems to fit our needs the best. Portfolios was selected prior to me joining the team.
Do you think Planview Portfolios delivers good value for the price?
Yes
Are you happy with Planview Portfolios's feature set?
Yes
Did Planview Portfolios live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Planview Portfolios go as expected?
I wasn't involved with the implementation phase
Would you buy Planview Portfolios again?
Yes
Using Planview Portfolios
1700 - Used cross functionally across the business (R&D, Supply Chain and Commercial)
3 - We have 3 people support full time and several other users that support as part of their function. Utilize a process in which we have business process owners that work with the Planview Admin team.
- Resource Management
- Work Flow / Approval Process
- Schedule/Milestone Management
- Connecting with ProjectPlace
Evaluating Planview Portfolios and Competitors
Yes - This was done prior to me coming into the role but know it replaced Clarity.
Planview Portfolios Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
Didn't know there were different support option or which that we currently have.
Yes - There was one that we had to wait until the next release update. Typically take a release quarterly but had to take an update two months in a row.
Working with us on performance issues
Using Planview Portfolios
| Pros | Cons |
|---|---|
Like to use Relatively simple Technical support not required Consistent Convenient Feel confident using Familiar | Difficult to use Slow to learn |
- Timesheets
- Financial Download and Upload
- Schedule Management (Complex concepts and training needed for users)
Yes, but I don't use it