Solid Portfolio Management Tool
June 10, 2024

Solid Portfolio Management Tool

Andreas Gabler | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Modules Used

  • Portfolio and Resource Management (formerly Planview Enterprise)

Overall Satisfaction with Planview Portfolios

Planview Portfolios is used as our single sources of truth for Strategy implementation through change and our capital investment planning system.
We manage our entire investment portfolio using the ICP functionality of around 14k projects. when it comes t execution all projects are gated and controlled in Planview Portfolios and project progression is monitored using resource data through allocation and time sheeting. Financial management is done through integration with our core financial systems. With that we have replaced a raft of Excel sheets, bespoke databases and manual interventions and significantly speed up decision processes.

Pros

  • 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

Cons

  • User interface (but new modules are getting there)
  • Planview Portfolios is a process support tool. It helps to visualise facts and supports decision making.
  • The costs are relatively high compared to ather tools, but when utilising the full capability, it will help with making better decisions and preventing bad project outcomes.
Planview Portfolios is the market leader in the area, the flexibility of the product and the continuous investment by Planview makes Planview Portfolios currently the best in the market. The support organisation for implementation and run of Planview Portfolios rounds off the package for larger organisations to have a true product as a service offering.

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?

Yes

Did implementation of Planview Portfolios go as expected?

Yes

Would you buy Planview Portfolios again?

Yes

Manage a large set of projects utilising the grouping functions (strategy, portfolio, programme). Automating processes, and deriving decision points through build in reports, down to automated project sentiments to sense check status reports. Project execution without any of their addons (e.g. project place or AgilePlace) can be cumbersom.

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