Planview Portfolios helping to drive connected work.
July 01, 2024

Planview Portfolios helping to drive connected work.

Anonymous | 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

We use Planview Portfolios to manage our portfolio of Digital projects across the organisation. The key business problems we are trying to solve are around gaining visibility of all Demand across the organisation and how this feeds through into a prioritised portfolio of deliverable work.

We have leveraged the tool to provide a consistent approach to capturing / defining work and planning key milestones, capturing delivery risks and resources/roles required to deliver the programme.

Pros

  • Flexible, highly configurable toolset to support a number of different business processes.
  • Product suite is constantly being updated with new features and a high frequency cadence of releases.
  • Good integration with dashboarding capabilities both internal and external e.g. PowerBI.

Cons

  • While the initial configuration is fairly easy to leverage to enhance the full features some core technical experience is required (this may not be available within the client's team - PV do provide a very good customer support service).
  • Enhancing the work planning capability. There is so much available that it can sometimes be a little overwhelming - again this could be due to the way that we have implemented some features (not an issue with the toolset itself.
  • Integration with provisioning systems (I know this is on the cards); to make the user management of the system at an enterprise level easier.
  • In terms of savings/benefits (although these are intangible) is around the savings generated through the standardisation to capturing project information and drawing this out into reports so information can be quickly summarised at the press of a button.
  • Resource management giving us a clear picture of the demand for roles across the organisation and what individuals are in place and ensuring we have negotiated contracts with the right amount of headroom to support the work required.
  • Making work visible for various parts of the organisation (intangible)
The toolset is provisioned as a SaaS solution making it very easy to scale up / down as our user bases increase/decrease. There are some features around the planning capability that could be improved to enable ease of access to our PMs e.g. dependency management (while powerful) dependency management doesn't allow you to add constraints in the same field - you have to click to a separate area.

Do you think Planview Portfolios delivers good value for the price?

Not sure

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

Planview Portfolios is well suited to provide a single, central, view of the truth. There is clear expansion capabilities to integrate it as a true Enterprise toolset with existing organisation wide (not just delivery) - you can pick and choose what you need to implement and that list gets longer. The ability to quickly gain an understanding of resources within the overall portfolio and some really clever tools regarding capacity and demand modelling.

I think the only challenge we have encountered is modelling our Business as Usual activity to a level of detail - this is due to other tools being very embedded not just in the organisation but across a lot of industries.

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