Portfolios Flex

My main use case for Planview Portfolios  is that it provides clear visibility into our work and resources, allowing for better organization and decision-making processes. This has also enhanced visibility, which ensures that our users can easily track progress, identify bottlenecks, and make informed decisions to optimize workflow efficiency.

A specific example of how I use Planview Portfolios  in my daily work is that we use it throughout the year to support strategic planning, prioritization, financial planning, and project management processes. The main problem we were looking to solve was having multiple sources of project management and related business case data, such as financial data. Planview Portfolios offers us a single source of truth and enables a faster, more reliable decision-making tool.

I also appreciate the ability to see the business objectives and the support work activity end-to-end, including financials in regard to my main use case for Planview Portfolios.

The best features Planview Portfolios offers include managing approvals through lifecycles, custom screens, and scripted dialogues, which allow access to data only to certain roles, thereby creating data limitation. We have not really started using this, but I appreciate how it will connect with Projectplace  and AgilePlace. Additionally, it is extremely flexible with reporting and dashboards, offers robust business case functionality, and provides comprehensive financial data.

These features help my team day-to-day through the robust system performance, comprehensive resource management capabilities, and visibility enhancement. The visibility ensures that users can track progress, identify bottlenecks, and make informed decisions to optimize workflow efficiency. The system stability and reliability contribute to a seamless user experience, enabling all users to focus on their tasks without disruptions. The comprehensive set of features empowers users to allocate resources strategically, analyze costs accurately, and align project timelines with available resources seamlessly.

Planview Portfolios has positively impacted my organization by allowing me to save time. Through the CIO, approvals are no longer sent through email; they are done in the tool. There are more timely reviews and approvals, thanks to the email notifications. Additionally, there has been accurate budgeting, the ability to complete more project work within a given short timeframe, and the ability to take additional projects as resources allow.

One area where Planview Portfolios could be improved is the reporting module, which needs to be more flexible as it is not easy to switch between data representations easily.

Regarding improvements needed, the size of field names and ALT structure values need to be larger for a better user experience.

Another improvement needed for Planview Portfolios is the option to configure the return on investment metrics calculations, especially with IRR calculations.

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

My advice for others looking into using Planview Portfolios is that if you are planning to do robust project, program, and portfolio management with integration with other critical tools within the organization, Planview products are the best suited for this kind of work. Additionally, Planview product teams work with customers such as us to implement and improve features requested by users quickly and efficiently. This makes Planview the recommended application for project management and other needs.

I want to highlight that our project teams now have a better view of their project's health and rely on the system to perform their tasks effectively. I would rate this product a nine out of ten.

My main use case for Planview Portfolios  is to ensure governance and decision auditability by incorporating embedded workflows, approval management, and key document retention supporting a single configured delivery life cycle. Additionally, Planview Portfolios  serves as the primary tool for project financial management where it provides accountability and rigor throughout the organization.

A specific example of how my team and I use Planview Portfolios in a real project is that it is ideal for large enterprises where executives, transformation leaders, finance teams, and EPMOs need to drive business outcomes across multiple functions. It helps create dynamic plans that adapt to change and accelerate strategy delivery.

I integrate Planview Portfolios with our ERP  systems and with Planview and Projectplace  for multiple use cases and purposes.

Planview Portfolios has positively impacted my organization by helping us track the priority of major projects during multiple market downturns and providing a central source of truth to coordinate stopping projects to preserve cash. Portfolios have allowed us to decommission several other in-house solutions, a custom SharePoint  database of small cost-saving projects, and a legacy ChangePoint time tracker.

I have seen cost savings and efficiency improvements because it enables us visibility to the financial baseline, strokes targets compared to forecast, and flexibility allowing our company to grow in its use of the tool by turning on modules one at a time.

The best features Planview Portfolios offers include approval management, financial management, and a configured delivery life cycle, where it manages large portfolios with thousands of projects, rolling up financials across the strategic hierarchy for projects around the world.

Out of those features, I rely on strategic alignment the most day-to-day, where the system ensures that work gets done to make sure strategy informs execution and vice versa. End-to-end visibility enables us to analyze performance data across the organization to measure the success of strategic initiatives with key performance indicators and make timely decisions to ensure outcome realization. Adaptive program management helps me manage dependencies, track progress, and mitigate risk by integrating top-down financial and capacity planning, roadmaps, and cross-functional delivery teams.

Planview Portfolios supports a variety of reporting and analytics methods that stand out to me.

Planview Portfolios can be improved as the user interface defaults to the last opened portfolio, which can waste a lot of time loading a large portfolio if that is not what I need at that moment. Job management logs need better error messages to diagnose issues.

Reporting  flexibility is needed so that end users can create their own quick ad hoc reports for analysis and for better data-driven decisions.

Other improvements needed for Planview Portfolios include increasing what the data system can process regarding reporting, as well as allowing strategic structure capabilities to be similar to all others. Currently, I find it limited in adding or deleting from a structure standpoint and have to go the portfolio route.

I have been using Planview Portfolios for four years.

Planview Portfolios is very stable and reliable in my experience.

Planview Portfolios' scalability is excellent as it can handle growing workloads or larger projects easily.

The customer support for Planview Portfolios has been quick to respond and very proactive since I have reached out to them several times. I rate the customer support as an eight out of ten.

Positive

Before Planview Portfolios, I used Jira Software .

I decided to switch from Jira Software  to Planview Portfolios because Planview Portfolios is much easier to use, and it is also very cost-effective. It is a great project management tool with detailed schedules and dependencies, which is why we decided to switch.

I have seen a return on investment because it improved visibility of the entire change portfolio across the bank and across my organization, and improved our ability to connect strategy back to work, making critical business decisions easily. It also centralizes executive-level program information to generate executive reporting.

My experience with pricing, setup cost, and licensing has been that Planview Portfolios is one of the best and a very cost-effective tool.

Before choosing Planview Portfolios, I evaluated other options such as Microsoft Power BI  and Planview AgilePlace .

My advice to others looking into using Planview Portfolios is that it is great for managing large portfolios of projects, especially those with detailed schedules and dependencies.

I love Planview Portfolios because it has better integration with reporting and other systems compared to the alternatives I had before. I would rate this product a nine out of ten overall.

Planview Portfolios  is used for work management, scheduling, and milestone communication, resource management, and financial planning across multiple departments to create an enterprise-wide picture of the health of the organization. I use it to track and communicate key items to stakeholders around the organization and automate reporting of that information.

I have been using Planview Portfolios  to manage the five-year rolling capital plan where there is a centralized location for all projects forecasting and strategic alignment.

I also manage our IT initiatives, and I love that Planview Portfolios enhances visibility. Visibility into our work and resources allows for better organization and decision-making processes.

The best features Planview Portfolios offers are visibility enhancement, robust system performance, and comprehensive resource management.

This enhanced visibility in Planview Portfolios ensures that all users can easily track progress, identify bottlenecks, and make informed decisions to optimize workflow efficiency. When discussing robust system performance, the system's robust performance in meeting our various work requirements effectively and efficiently stands out. It is very stable and reliable, contributing to a seamless user experience, which enables users to focus on their tasks without disruptions.

I also love the financial breakdown, planning and prioritization, and attribute collection on projects in Planview Portfolios.

Planview Portfolios has positively impacted my organization since I started using it. It has enabled me to gain insights into the full scope of work consuming resources. I am able to know where the resources are being consumed more, especially which resources are consuming the most. I have been able to leverage resources management and resource time reporting, which enabled the generation of $90 million in annual revenue through labor billing to customers.

User information and resource information in Planview Portfolios are separate. I wish automation worked better because, although some of the automation has been done in the user creation using UiPath, I do not find any necessary documentation for better understanding.

Additionally, there should be plenty of resources online, such as tutorials and videos on how to guide and how to use Planview Portfolios, especially with its robust features, explaining each feature and how it works. That would make the onboarding process smoother and easier.

I have been using Planview Portfolios for at least five years.

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

Planview Portfolios is very scalable because it helps my organization handle operations efficiently and effectively.

Customer support for Planview Portfolios is very proactive and responsive 24/7.

I previously used Microsoft Project .

I decided to switch from Microsoft Project  to Planview Portfolios because I find it gives me a better platform to work with projects. With the use of Planview Portfolios, project parties can run stand-ups and interact with the cards on the boards more readily, promoting collaboration.

I have seen a return on investment with Planview Portfolios, allowing for better resource allocation, which increases revenue and productivity. Resource organizations have indicated that they are spending a significantly longer period of time doing their monthly nominations. Planview Portfolios has enabled me to have a better financial workflow, and I am able to make data-driven decisions easily. Additionally, I can utilize built-in collaboration features such as virtual whiteboarding, brainstorming, Kanban boards, and notifications to keep the team aligned. It also delivers a set of shared metrics focused on customer value, such as speed and quality, to achieve business results while being able to roll up objectives and key results in the system where work gets done to ensure strategy informs execution and vice versa.

My experience with pricing, setup cost, and licensing for Planview Portfolios has been cost-effective and fairly pocket-friendly.

Before choosing Planview Portfolios, I evaluated other options, including Roadmunk .

Planview Portfolios helped me generate $90 million in annual revenue through better resource allocation and accurate billing. It was really helpful to manage the budget across different segments. Approval flows in Planview Portfolios are really helpful whenever there is a cost involved, and it would be beneficial if the focus was more on the strategic reports. It is very strategic.

I think Planview Portfolios is great for those who are looking to manage high-level projects. It is a reliable tool for project management, financial planning, resource management, time tracking, and cost tracking.

Planview Portfolios is deployed in my organization using Hybrid Cloud.

The cloud provider I use is Amazon Web Services  (AWS ).

I also think resource and capacity management in Planview Portfolios is great. It makes it seamless to manage projects, resources, and capacity management.

I would rate this review an 8 out of 10.