Enables companies to increase their use as business processes mature.
June 11, 2024

Enables companies to increase their use as business processes mature.

Pam Sargent | TrustRadius Reviewer
Score 7 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 to manage the following: * Manage effort estimates and actuals against projects * Project Financial Management * Resource Management * Support requests to the Planview Support team.

Pros

  • Connect strategy to delivery.
  • Manage resource utilization.
  • Captures effort estimates and actuals.

Cons

  • 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.
  • Enables visibility to Financial baselines/targets compared to forecast/actuals.
  • Flexibility to allow companies to grow in their use of the tool by turning on modules one at a time..

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

Planview Portfolios allows the ability to establish strategic goals, set financial targets, and then associate work so that business areas can easily see current forecasts compared to baselines. Lower-level resource management is handled nicely within Portfolios, allowing Resource Managers to pivot the assignment data quickly to do a variety of analyses. There is room for improvement in the ease of connecting Ideation to Delivery. Companion tools are available but it does not flow smoothly between applications. I would rather have Ideation embedded within Portfolios so that projects can be created/aligned more easily.

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