Portfolios Flex

Planview Portfolios  serves as our main tool to track development efforts for new products during their entire life cycle and to centralize all the steps and requirements for easy access of the team members who execute the process while also providing good data to monitor process health. The primary positive use is to provide our team members a unified experience instead of jumping through multiple tools and access requests.

It has allowed us to work with teams, stakeholders, and project managers to identify where issues may lie with staffing and what potential tradeoffs may be required. Resource managers are able to manage and schedule their resources with ease. Resources are also able to review their schedules to see what expectations and schedules are upcoming.

We are also using Planview Portfolios  for project management, capacity, demand planning, intake, and financial reporting.

Planview Portfolios offers great features such as capacity monitoring, task breakouts, portfolio groups, life cycles, document storage, the ability to create simple or complex life cycles when needed, viewing a portfolio of data at once for an approval group view, and resource management expansion over the years which has allowed more valuable data to be gathered.

I find myself relying heavily on the product because it has already solved for getting project data into the tool and identifying who is managing those projects. It has also helped to align those efforts to company leadership strategies. User administration is easy and flexibility in the project life cycle workflows is excellent.

Planview Portfolios has positively impacted my organization with faster project prioritization and decision making, as well as improved resource and team utilization. There is visibility into hidden work, Power BI reporting functionality with portfolios, and visibility for resource managers in supply and demand.

We save time while making decisions because we are able to gain more data, enabling data-driven decision-making to be very fast. Being able to see and manage all projects in a single location has been very positive, and the reporting frequency available via OData Power BI has also been positive.

By using Planview Portfolios, we have saved considerable time and improved our organization by delivering projects to our clients on time and within a good health margin and required budget, hence saving time and cost. We have also improved our teamwork and collaboration. In my opinion, it is very time-saving and has added more to our team, especially when dealing with complex projects, enabling us to complete them on time.

Improvement in integration should be prioritized, and flexibility with out-of-the-box reporting should also be enhanced.

Automated notifications for new work and approvals should be improved.

Recently, I have encountered challenges because it is difficult to manage and approve the worked hours.

I have been using Planview Portfolios for the past four years and a few months.

Planview Portfolios is very stable, with no crashing and no downtime.

Planview Portfolios's scalability is impressive because it can be used by any size of organization, handling small or large projects seamlessly.

The customer support for Planview Portfolios is excellent; the support team has always been proactive and responsive.

Positive

I previously used ServiceNow  IT Business Management .

I switched from ServiceNow  IT Business Management  to Planview Portfolios because while ServiceNow offers a great platform to manage applications from a programmatic and tactical vantage point, Planview takes it up a level, allowing strategic teams like enterprise architecture and PMO to view the whole landscape and make long-term decisions, which is far better than the previous tool we were using. Planview also has more tools than most modern EA teams will probably ever need, and it takes time to see the value; however, once the value starts to emerge, the possibilities are limitless.

My experience with pricing, setup cost, and licensing has been very positive, as it is a very flexible and scalable tool that can be used by any size of organization, making the price perfectly competitive and affordable.

Before choosing Planview Portfolios, I evaluated Microsoft Power BI .

I rate Planview Portfolios nine out of ten according to my experience.

The reason I chose a nine out of ten is because Planview has the perfect project management tool to manage the entire project life cycle from a centralized source, ensuring controlling, tracking, and delivering projects on time with good health margins and within the agreed budget to our clients.

I would rate the customer support nine out of ten.

My advice to others looking into using Planview Portfolios is that it is a great tool, probably the best tool for both project management and APM  capabilities on the market right now. It is well-suited for companies who are ready and able to commit, which means total buy-in from the entire organization. I also think it is a decent tool. I gave this review an overall rating of nine out of ten.

Hybrid Cloud

Amazon Web Services  (AWS )

Planview Portfolios  has been the perfect project management tool for me to manage the entire project life cycle from a centralized source, ensuring controlling, tracking, and delivering projects on time within an agreed budget and time frame. It helps me optimize my project portfolio in my organization by prioritizing projects, allocating resources, and tracking progress.

Planview Portfolios  is highly customizable software that enables users to create custom fields, workflows, and reports. It fits perfectly with increased efficiency and productivity. It has performance reports in real time, where it enables us to make data-driven decisions. It also helps the automation and digitization of our processes, hence saving a lot of time and cost.

Planview Portfolios has positively impacted my organization by improving our time management by 20% and reducing the sending of internal emails by more than 10%. We have been more stable and have been able to gain more product; we have been able to be more productive in my whole organization because it has reduced internal communication clutter of emails and improved our time management by 20%. Hence, we are able to focus and put that time into more strategic tasks and projects.

The best features Planview Portfolios offers in my opinion include good integration with the financial area, good capacity planning, purchasing, and billing. There is comprehensive monitoring of the project from start to finish, strict control of hours worked, full control over cost and margins, and correct and accurate billing. The integration of financial and project data in a single solution helps us to deliver projects on time within the agreed budget and with healthy margins.

It provides company-wide consistency thanks to the central source of data and a DMS system with centralized documentation to facilitate its search and indexing.

Planview Portfolios can be improved by enhancing the DMS system and centralized documentation to facilitate its search and indexing, visualizing difficulties, especially in WBS management, and improving the management and approval of hours worked. I would also like to see more automation features added.

I have been using Planview Portfolios for the past five years and a few months.

Planview Portfolios is very stable; I have not experienced any lagging.

Planview Portfolios is very scalable because it handles my organization's growth, allowing us to work with both small projects and big projects at the same time while finishing on required time, with healthy margins, and on required budget.

The customer support for Planview Portfolios is very proactive and responsive.

I previously used Planview AdaptiveWork .

My experience with pricing, setup cost, and licensing reveals that the cost is a bit not affordable for a small organization, but for medium and large enterprises, I would say it is very cost-effective and affordable.

I have seen a return on investment as it helps my organization to optimize project resources and allocation and track progress. Planview Portfolios supports collaboration across teams and departments, hence increasing collaboration. I also love the ability to provide visibility and transparency across an organization; it allows us to create custom reports and dashboards for easy data analysis, hence making data-driven decisions easily.

My experience with pricing, setup cost, and licensing reveals that the cost is a bit not affordable for a small organization, but for medium and large enterprises, I would say it is very cost-effective and affordable.

Before choosing Planview Portfolios, I evaluated other options, including Jira Software .

My advice for others looking into using Planview Portfolios is that it is a unique tool that provides everything a work team needs to organize their activities. I personally use it for project planning, collaborating with a team, and customizing reports. Planview Portfolios is the best tool for organizations to do multiple works.

If you want to organize your projects by priority and progress, this platform is for you. It helps you visualize directly what you still need to finish and how to improve. It also helps to improve the relationship between collaborators and to work as a team. However, it could improve in the sense of giving more dynamism and ease of use to its platform while remaining very easy to use for everyone. I would rate this product an 8 out of 10.

Hybrid Cloud

Amazon Web Services  (AWS )

I have used Planview Portfolios  for a long time, even in my previous organization, and in my current organization, this is my seventh year.

Planview Portfolios  is very efficient and can be treated as a one-stop solution for project management. I appreciate the functionality to manage portfolios, manage projects, and the ability to customize life cycle workflows with a simple or complex approval process. The ease of reporting across all functionalities using standard reports or creating custom reports with Power BI tools is excellent. I have also used AgilePlace, and the Project Place user interface is performing well. I am excited about the hub where we can integrate all applications, which will be a milestone for Planview.

We have also used Planview Portfolios to track financials, forecast and actuals on all our strategic investments over one thousand one hundred million dollars in annual spend, capacity and resource management, as well as the CTM enterprise architecture product.

The best features Planview Portfolios offers include financial management, system uptime, and cloud-hosted availability. Customer support is very strong. Resource management and the ability to configure the tool to our company needs through customization are valuable.

I also appreciate the workflows and life cycles in Planview Portfolios, which perform well. Planview support is responsive and effective. Integration with Power BI has significantly increased the scope of reporting where we gain insights to make data-driven decisions easily.

Regarding the features of Planview Portfolios, user administration is very simple, especially because of the user-friendly and intuitive interface.

Planview Portfolios has been a great tool, especially when dealing with large projects, serving as one source of truth for our projects, particularly financial projects, and providing a single source of truth for resource capacity.

Visibility into hidden work and project prioritization with Planview Portfolios has been outstanding. Our Power BI reporting functionality with portfolios and visibility to resource managers in supply and demand provides great analytics, which gives us insights and has enabled us to improve our decision-making by fifty percent.

Planview Portfolios integration with Power Apps is an area where there is still opportunity for improvement. Planview trainings need to be more frequent.

I believe easier and less expensive ways to integrate with other platforms in our company would be great improvements for Planview Portfolios.

I have been working at Walmart as a Business Development Manager for the past five years and six months.

I have not experienced any lagging with Planview Portfolios, so it is very stable.

Planview Portfolios is very scalable because it can handle small to large projects within a given time frame or while working on a tight budget, making it a very scalable tool.

Customer support is very strong, and the ability to configure the tool to our company needs through customization is valuable.

Customer support for Planview Portfolios has been very responsive and helpful.

I previously used Jira  software and Planview AgilePlace .

I purchased Planview Portfolios through the AWS  marketplace.

My experience with pricing, setup cost, and licensing for Planview Portfolios has been that it is very cost-effective and an affordable tool.

We have been able to deliver projects on time to our clients using Planview Portfolios, thus saving cost, money, and time. The soft benefits such as increased visibility and transparency of the work being done are also significant.

Before choosing Planview Portfolios, I evaluated other options, including Atlassian Jira Align  and Smartsheet .

Every interaction with Planview Portfolios has been positive. They truly care about the success of our use in the tool and our company and try everything in their power to be successful.

Planview Portfolios has increased our ability to monitor and guide processes, process health, and compliance automatically without manual intervention. It has also provided a central platform that fits different use cases for different teams while keeping all data interconnected.

My advice for others looking into using Planview Portfolios is that it is a great tool, well suited for complex processes involving many users where a process is robust and somewhat stable. Also, when there is availability to have dedicated tool support, it excels, especially when working on large projects and on tight time frames and budgets, making it a highly recommendable tool. I rate Planview Portfolios a nine out of ten.

Hybrid Cloud

Amazon Web Services  (AWS)

My main use case for Planview Portfolios  is that it has the best and most effective project management tool to manage the entire project life cycle from a centralized source. This ensures controlling, tracking and delivering projects on time within the agreed budget and with healthy margins.

I can provide a quick specific example of how I have used Planview Portfolios  to manage a project from start to finish; it fits perfectly with increased efficiency and productivity. It has performance reports in real time. It also helps with the automation and digitization of our processes, which saves a lot of time. Good integration with the financial area, good capacity planning, purchasing, and billing.

Planview Portfolios has positively impacted my organization by improving our time management by 20% and reducing the sending of internal emails by more than 10%.

I appreciate how Planview Portfolios handles reporting and analytics; the reports and real-time analytics help to make data-driven decisions easily.

Planview Portfolios handles resource management and capacity planning effectively. We are able to allocate the resources accordingly.

Planview Portfolios can be improved by making the platform more dynamic and user-friendly, especially for non-technical users.

An important improvement would be to add more automation features and provide more online documentation videos that would make it much easier to use for non-technical users.

Management and approval of hours worked should be calculated more precisely.

I have been using Planview Portfolios for three years and a few months.

Planview Portfolios is very stable.

Planview Portfolios is very scalable because it grows with the organization. It can handle all the projects that we are working on and helps us to deliver on time and within the right cost timeframe.

The customer support for Planview Portfolios is very responsive and proactive.

I previously used BlueJeans Events before adopting Planview Portfolios.

It was very easy to integrate Planview Portfolios with my existing systems; it was a seamless integration.

I have seen a return on investment; I am able to deliver the project on time and within the best cost timeframe. Management of invoices and services based on billing milestones has been great. Centralized project-related transaction documents, resources, and activities in one place enhance visibility. Reports and real-time analytics enhance real-time data-driven decision making.

My experience with pricing, setup cost, and licensing for Planview Portfolios has been cost effective and affordable.

Before choosing Planview Portfolios, I evaluated other options, specifically BlueJeans Events.

Out of those features, I find myself relying on company-wide consistency thanks to a central source of data, enabling visibility. The DMS system centralized documentation to facilitate its search and indexing has been great.

Planview Portfolios helps me to optimize my project portfolio in my organization by prioritizing projects, allocating resources, and tracking the progress. It is very highly customizable software that enables users to create their own custom fields, workflows, and reports.

Collaboration, customization, and integration are great features.

My advice to others looking into using Planview Portfolios is that it fits perfectly with increased efficiency and productivity. It has performance reports in real time. It also helps with the automation and digitization of our processes. This makes it a good project management tool.

Planview Portfolios helps us manage both investment and execution risk while also ensuring optimal value realization in my organization. It is a very good tool and an excellent option for tracking projects that follow traditional methodology and have a defined beginning and end. I would rate this product an 8 out of 10.

Hybrid Cloud

Amazon Web Services  (AWS )

Positive