Planview Portfolios - Strategic Planning
June 27, 2024

Planview Portfolios - Strategic Planning

Anonymous | 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

Planview Portfolios is the one source of the truth for our Strategic Planning and Execution Process. By using Portfolios to capture and share information regarding our strategic initiatives, we are able to all share in the same knowledge and discuss accurate and timely information when working through our planning processes.

Pros

  • Financials - Portfolios offers the opportunity to enter detailed financial information.
  • Customization - Portfolios is extremely customizable allowing you to create your own processes and procedures that conform to your company's way of work
  • Connected work - Portfolios connects with other Planview products such as ProjectPlace and AgilePlace allowing users to do the actual planning work in the platform that suits them best and feed the necessary information up to Portfolios for tracking at a higher level

Cons

  • Planview is already working on this but Navigation is tough, I think the introduction of Overviews will help this but there really needs to be a view that a Senior Level stakeholder can log into and see exactly what he needs to see without any clicking around and searching. Overviews is a step in the right direction, but we aren't quite there yet. I am hopeful!
  • More customized reporting options! Power BI is great but the ability to post real time reports from Power BI is limited. Fast Track reports can be great but frequently have information that is not relevant for us and editing/customizing them is quite difficult. Having a built in report builder option, something an average user could use, would be a great addition!
  • Senior Management is able to easily view our current profitability vs. plan in real time and can quickly reach out to the correct contacts to ask for updates from those projects that are off plan

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 is a great tool for bringing an organization together in their Strategic Planning allowing everyone to be on the same page viewing the same information. Our organization has found the ability to have a single source of the truth to be unwaveringly valuable in our strategic planning and execution processes. We are able to customize the system to meet our needs and we are able to view our initiatives and measure on the same attributes and markers from the same system. No more translating or interpreting from other systems, everything is all in one place.

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