Planview PortfoliosFormerly Planview Enterprise One
Overview
What is Planview Portfolios?
Planview Portfolios is an end-to-end project portfolio management and enterprise architecture management tool. It includes two components: Portfolio and Resource Management and Capability and Technology Management. The platform is available as a cloud-based or on-premise service.
Beautiful Journey with Portfolios
Portfolios supports multiple use cases for 24/7 global manufacturer.
Planview Portfolios.
Planview Portfolios review
Planview Portfolios Review - Data Analyst/Administrator Perspective.
Enables companies to increase their use as business processes mature.
Planview Portfolios
90% Happy with Planview Portfolios
Solid Portfolio Management Tool
What we needed... Planview Portfolios
Planview Portfolios
Planview Portfolios Review
Planview Portfolios.
Great Product and value for money.
Awards
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Reviewer Pros & Cons
Pricing
What is Planview Portfolios?
Planview Portfolios is an end-to-end project portfolio management and enterprise architecture management tool. It includes two components: Portfolio and Resource Management and Capability and Technology Management. The platform is available as a cloud-based or on-premise service.
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- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Alternatives Pricing
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What is Jira Software?
Jira Software is a project management tool from Atlassian, featuring an interactive timeline for mapping work items, dependencies, and releases, Scrum boards for agile teams, and out-of-the-box reports and dashboards.
Product Details
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What is Planview Portfolios?
Planview Portfolios is a project portfolio management and enterprise architecture management tool provided by Planview, Inc., located in Austin, TX. It includes two components: Portfolio and Resource Management (formerly Planview Enterprise), and Capability and Technology Management (formerly Troux). The platform is available as a cloud-based or on-premise service.
Portfolio and Resource Management (formerly Planview Enterprise) connects strategy to execution by improving decision making across the enterprise, including product development, IT, and services. By integrating planning and execution, it enables organizations to prioritize their portfolios, balance organizational capacity against demand, link plans and resources to project execution, and manage the underlying financials of the entire process.
Capability and Technology Management (formerly Troux) is designed to drive business outcomes by connecting technology with business context. The vendor says this enables IT leaders to advance business strategies and capabilities by making better decisions about application and technology portfolios. According to the vendor, the module’s data model and visualizations, combined with deep domain expertise in application and technology management, enable customers to achieve shorter time to value and to better communicate the business value of IT.
Planview Portfolios Features
- Supported: Resource Management
- Supported: Actuals: Understand Projected Versus Actuals
- Supported: In-Application Views and Reports
- Supported: Strategic Planning
- Supported: Analytics and Reporting
- Supported: Investment Prioritization
- Supported: Scenario Modeling
- Supported: Impact Analysis
- Supported: Capacity Planning
Planview Portfolios Screenshots
Planview Portfolios Video
Planview Portfolios Integrations
Planview Portfolios Competitors
Planview Portfolios Technical Details
Deployment Types | On-premise, Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Windows, Mac |
Mobile Application | No |
Supported Countries | North America, South America, Europe, Asia, Australia |
Supported Languages | English, French, German, Spanish, Chinese, Japanese |
Planview Portfolios Downloadables
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Reviews and Ratings
(173)Attribute Ratings
- 8.3Likelihood to Renew18 ratings
- 8.2Availability3 ratings
- 6.8Performance2 ratings
- 6.7Usability9 ratings
- 7.7Support Rating11 ratings
- 6.4Online Training3 ratings
- 6.4In-Person Training1 rating
- 8.7Implementation Rating4 ratings
- 7.9Configurability3 ratings
- 8.2Product Scalability2 ratings
- 3.6Ease of integration1 rating
- 5.5Vendor pre-sale1 rating
- 6.8Vendor post-sale2 ratings
- 8.2Planview PPM Pro Configurability1 rating
- 7.3Professional Services2 ratings
- 6.4Contract Terms and Pricing Model1 rating
Reviews
(1-25 of 108)What a great way to connect strategy to delivery
- Strategy and Work Hierarchy
- Integrations with Financial systems
- Schedule Management
- History for free text fields
- Audit on the schedule
- Integration with Jira
Beautiful Journey with Portfolios
Second, my used feature is the dashboarding and reporting capabilities and adaptability. We are extensively using power bi to showcase trends and we even created a forecast model to identify the next financial year's workload.
- Summarized view of all projects in one place
- Good approval matrix and workflow to manage approval when multiple Leadership approvals are required
- Good dashboarding and reporting capabilities
- With access to all data, drag and drop kind of graphs and charts would be ideal
- UI seems a bit dated. Lot of room for improvement
- Sometimes, the website is a bit slow. When you try to do multiple things at a time. Esp. going through administration options, everything seems slow and laggy
- Manage large portfolios with thousands of projects.
- Roll up financials across strategic hierarchy for projects around the world.
- Manage access in multiple ways so we can set up each user/role with just the right permissions.
- Support a variety of reporting and analytics methods.
- ODATA is powerful but complex to customize, and it is hard to track query changes (who changes what when).
- The user interface defaults to the last open portfolio, which can waste a lot of time loading a large portfolio if that's not what you want now.
- Job management logs need better error messages to diagnose the issues.
Planview Portfolios.
- Track financial actuals and forecasts.
- Present projects in user definable portfolios based on user selected criteria.
- It provides visibility of resource assignments and utilization through any number of organizational and other attribute filters.
- Some users feel the UI could be more intuitive. Although once learned, users are ok with it; new users are sometimes reluctant.
- Better history tracking for financials and schedule changes would improve our ability to address user concerns with unexpected changes to data.
- Giving Users the ability to go back to a previous life cycle step.
- Undo button for changes to project schedules and financials.
Planview Portfolios review
- Financial management
- Project scheduling
- Dashboards & Reporting
- Project registers are limited to 3
- Calculated fields cannot use dates
- Investment and Capacity Planning.
- Effort Tracking.
- Estimation
- Complicated UX for new & intermediate users.
- Limited reporting capabilities.
- Connect strategy to delivery.
- Manage resource utilization.
- Captures effort estimates and actuals.
- 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.
Planview Portfolios
- Financial management
- Demand Management
- Resource management
- Time Tracking
- 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
90% Happy with Planview Portfolios
We use all available modules in Planview Portfolios (Work, Outcomes, Planning, Releases, Strategies).
Planview Portfolios gives us a single source of truth for all our Projects. As a result, it provides a huge transparency.
- Lot of possibilites
- All features in one Product
- Exchange of data between the modules must be improved.
- Enhancement requests via IdeaPlace are mostly ignored.
- Customer Care has room for improvement.
- Already available modules are not being improved.
However, it also comes with a huge complexity and maintenance effort.
Solid Portfolio Management Tool
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.
- 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
- User interface (but new modules are getting there)
What we needed... Planview Portfolios
- Allows to select carefully how we document our work
- Let's us track financials at whatever level we deem necessary
- Gives us the ability to track actual work from specific resources
- Allows us to plan for future work based on availability of resources
- Adjusting field once established is impossible and requires creating a new field, and then you end up with having to copy data or else...
- It would be a nice thing is users (not Admins) could do some superficial labeling or changes like that based on their specific needs without impacting the entire org.
- Some things are not very intuitive, the learning curve is heavy, although once you get it it's great. If you step away for a while coming back is nearly as difficult as the first time you used it.
- Users should be able to tag a person or create a notification for someone on the fly as they need to without an Admin having to setup a whole system to do it.
Planview Portfolios
- Resource Capacity
- Report Use
- Portfolio Management
- Resource Allocations
- Better use of dragging and copying data within it's solution. You can't copy or paste data
- Stronger Undo Capabilities
Planview Portfolios Review
- Portfolio Manager - allows customized views of work across the platform.
- Financial Management - allows detailed or high level visibility.
- My Overview - allows quick access to items specifically related to you.
- Change, Risks, and Issues need to be modernized and, most importantly, connected to work.
- Configuration Migration tools need to be useable and easy to perform.
- Content Management needs to be modernized and easier to access documents, similar to ProjectPlace.
Planview Portfolios.
- Managing projects' schedule, scope, and budget.
- Capacity and demand planning.
- Enterprise-wide reporting.
- Portfolio management.
- Ability to do estimations based on capabilities. We need to know the costs of the different capabilities we are building within one project.
Great Product and value for money.
- Resource Management.
- Demand Management.
- Financials
- Investment Capacity Planning.
- Reports
- Cost
Planview Portfolios - great for large organizations with existing Project Management expertise.
- Visibility.
- Persona based views - reporting and tiles.
- Robust system.
- Connected work
- There is a lot to take on - many users experience information overload.
- UI is a bit 'old' but improvements keep coming.
Planview Review
- Ability to create custom attributes and configurations for your business
- Ability to capture resource capacity
- Linking projects to resources
- Creating custom lifecycle flow to support governance
- Schedule visualization could be improved
- Navigation not intuitive for occasional users
Good tool with lots of potential
- Ability to create simple or complex lifecycles when needed
- Viewing a portfolio of data at once for overall group view
- Resource management expansion over the years has allowed more valuable data
- Increases for data system can process when it comes to reporting
- Allowing strategic structure capabilities to be similar to all others, currently limited in add/deletes from a structure standpoint and have to go the portfolio route.
Deliver on Strategic Goals
- Project Management
- Capacity Planning
- Reporting
- Customer have complain regarding not knowing where to go to complete there work
- Modernize the UI
- Accessibility to customer data
- Resource Managers can use this tool to assign resources to current work.
Planview Portfolios
- manage work
- manage resources
- manage capacity
- backend architecture is complicated
- Data management
- Reporting
- Customizability
- Outdated user interface
- Learning curve
- Overly complex for small use cases
My User Experience with Planview Portfolios
- Planning and tracking projects.
- Effective financial management
- Portfolio Optimization
- Mobile Accessibility
- Advanced Analysis
- Automation Breakdown
Strategic Planning - Meet your goals!
- Metrics and Reporting
- Resource Capacity
- Strategic Alignment
- Automation in the workflows
Planview Portfolios in depth
- Audits
- being able to track project utilization easily
- knowledge articles
- sometimes the lagging in Planview Portfolios
- clearing out the utilization when deactivating an account. In my opinion, it is hard to go to the next section when zeroing out the utilization
- an easier navigation to get to different sections.
Planview Portfolios: Excellent product that stands out from the pack
- Highly configurable system
- Robust Portfolio Views capability
- Adaptable solutioning to changing business conditions and needs
- Stronger, more robust tool for T-SQL Dataset Management
- Workplan functionality & integration that is more intuitive and efficient to use for PMs
- More robust Work Management Hierarchy that enables Parent-Child relationships