Planview Portfolios
June 11, 2024

Planview Portfolios

Erin Schiavone | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Modules Used

  • Portfolio and Resource Management (formerly Planview Enterprise)

Overall Satisfaction with Planview Portfolios

We use Planview Portfolios enterprise wide in our global organization. We use this tool for Project Management, Financial Managment, Demand and Resource Management, time tracking, and billing. This tool allows us to have all of our information in one place and coordinates with other tools for project management such as Project Place.

Pros

  • Financial management
  • Demand Management
  • Resource management
  • Time Tracking

Cons

  • 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
  • Planview has saved time having all details for a project in one place
  • Planview has saved money in that we have one product that can do the work of five or more different programs.
  • Planview is accessible via an app so if we are traveling and unable to use our main computer, we can still work on the go if necessary.
Planview and Microsoft Project have many similar features. However, the direct contact with the Planview team for questions, tech support, and training is unprecedented and appreciated.
Microsoft Project:
-Weaknesses: Limited to single project management, lacks risk and time management features.
Planview Portfolios:
-Strengths: Visual representation of tasks, cloud-based, integrates with other tools.

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?

Yes

Would you buy Planview Portfolios again?

Yes

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.

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