Centralized planning has improved resource visibility and supports data‑driven financial decisions
What is our primary use case?
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.
What is most valuable?
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.
What needs improvement?
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.
For how long have I used the solution?
I have been using Planview Portfolios for at least five years.
What do I think about the stability of the solution?
Planview Portfolios is very stable; I have not experienced any downtime.
What do I think about the scalability of the solution?
Planview Portfolios is very scalable because it helps my organization handle operations efficiently and effectively.
How are customer service and support?
Customer support for Planview Portfolios is very proactive and responsive 24/7.
How would you rate customer service and support?
Which solution did I use previously and why did I switch?
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.
What was our ROI?
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.
What's my experience with pricing, setup cost, and licensing?
My experience with pricing, setup cost, and licensing for Planview Portfolios has been cost-effective and fairly pocket-friendly.
Which other solutions did I evaluate?
Before choosing Planview Portfolios, I evaluated other options, including Roadmunk.
What other advice do I have?
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.
Which deployment model are you using for this solution?
Hybrid Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Amazon Web Services (AWS)
I am part of Support team, with admin access
What do you like best about the product?
Help in maitaining project, resources, work and other Project maintaining activities
What do you dislike about the product?
The support service has its portal where we have to login and register ticket .lenghty process and takes time to resolve issue
What problems is the product solving and how is that benefiting you?
helps in project manajment,cost attributes, employe records , work portfolio
Great centralized platform with robust reporting and analytics
What is our primary use case?
We use Planview Management to assess the current project portfolio, evaluate resource availability, and prioritize projects based on strategic objectives, ROI, and risk factors.
Planview Management improves an organization depending on how well it aligns with the organization's goals and processes and how effectively it is implemented and utilized by the team.
Our overall experience was good. Our primary use case is Planview Management. In this scenario, it is to improve project visibility, optimize resource utilization, and drive better decision-making to achieve organizational goals effectively.
How has it helped my organization?
This software totally changed our organization's workflow. Planview Management offers a centralized platform for managing all projects and portfolios. This helps to improve visibility into project status, progress, and resource allocation across the organization.
What is most valuable?
Planview Management enables our organizations to make data-driven decisions. The centralized platform offers robust reporting and analytics capabilities.
Planview Management integrates seamlessly with other tools and systems used within the organization, such as enterprise resource planning (ERP) software, customer relationship management (CRM) systems, and collaboration platforms. This integration enhances data visibility, streamlines workflows, and eliminates silos between departments. All other services are sophisticated
What needs improvement?
Enhancements are needed in:
Advanced reporting and analytics: While Planview Management provides robust reporting and analytics capabilities, further enhancements could include more advanced data visualization options, predictive analytics features, and customizable dashboards to provide deeper insights into project performance and trends.
Enhanced collaboration tools: While Planview Management facilitates collaboration, additional features such as real-time chat, video conferencing integration, and collaborative document editing can further improve communication and teamwork among project teams and stakeholders.
Scalability and performance: As organizations grow and their project portfolios expand, it's essential for Planview Management to ensure scalability and performance. This could involve optimizing the platform's architecture, enhancing database management, and improving response times for large-scale deployments.
Overall, by addressing these areas for improvement and incorporating additional features in the next release, Planview Management can continue to meet the evolving needs of organizations and remain a leading solution for project and portfolio management.
For how long have I used the solution?
I've used the solution for six months.
A solution that gives you all the information you need to plan detailed projects
What is our primary use case?
We work as an internal support factory and use Planview Portfolios to manage our projects and develop software. And we are trying to migrate to agile functionality. We used the software for booking reservations in hotels.
What is most valuable?
The benefit of Planview is that you can manage all the features simultaneously, and you have the information you need online. You can change your information and manage the resources very well. Getting to view the project is the best feature in Portfolios.
What needs improvement?
The box reports are too limited. If you want to configure it, you must consult someone, which is sometimes expensive.
For how long have I used the solution?
I have been using the solution for four years.
What do I think about the stability of the solution?
The solution is very stable.
What do I think about the scalability of the solution?
The solution is very scalable. We are only using a part of the solution. About 20 people from IT are using Portfolios in my company.
How are customer service and support?
Customer support sometimes takes a lot of time, but otherwise they do great. It is necessary to have some support because we have to do some special configurations.
How was the initial setup?
The initial setup was just a little complex. I rate the initial setup a seven out of ten. Deploying the solution took two weeks. While deploying the solution, we had two instances, one for the IT team and one for the business team. And we had to connect the two and explain things to the team. Only two people were needed to deploy the solution, me and another person.
What about the implementation team?
Sometimes, we needed to hire a consultant, but not always. The majority of the time, we can implement the solution alone.
What's my experience with pricing, setup cost, and licensing?
Planview Portfolios is not too expensive. You get what you paid for.
What other advice do I have?
Before choosing Portfolios, you must prepare all the scenarios well to create projects on Portfolios. You must find the stage you want to manage in the life cycle. I rate Planview Portfolios an eight out of ten because the solution should explore more with reports.
One stop from Project Management
What do you like best about the product?
It's the best workflow management tool where adding and maintaining the tasks were made easy with its smooth and nice User Interface. It helps to prioritize the tasks and organize to complete tasks effectively.
What do you dislike about the product?
Scheduling the work tasks can be made little simpler and in present market it has many competitors,
except this currently no dislikes about Plainview Portfolio.
What problems is the product solving and how is that benefiting you?
It helps in creating, adding, assigning and organizing tasks of the project within the team. Using this tools we can able to easily manage large projects effectively.
" BIAT Cloud PM, TM and Time Tracking"
What do you like best about the product?
Simple set-ups and plugins. Capable of priori sing urgent projects, online time approvals, adding due dates and assignees, mass chatting, time tracking and estimations. Sophisticated graphical-user-interface.
What do you dislike about the product?
Nothing to dislike upon it's functionality and services since it meets beyond we expected initially.
What problems is the product solving and how is that benefiting you?
Agility in projects management, workflow management and cuts cost of hiring many PMs.
Planview E1
What do you like best about the product?
Resource management, project managament, reporting
What do you dislike about the product?
it should be more configurable at admin end
What problems is the product solving and how is that benefiting you?
It is helping us in gathering all information from lowest level and present in form of executive reports at higher level.
#1 Enterprise solution for Portfolio/Project management
What do you like best about the product?
Functionality to manage portfolios / projects and the abilities to customize lifecycle workflows with a simple or complex approval process. Ease of reporting across all functionality using standard reports or create your own with power BI.
What do you dislike about the product?
UX screen design needs to get an overhaul and add the ability to have the input screen allow dynamic emntry based on data entered/provided by a user. I.e. show / hide certain areas and even make certain fields required based on user input.
What problems is the product solving and how is that benefiting you?
Planview Portfolios, as it is called now, allows for portfolio / project and resource management enabling what if and forward-looking planning based on supply and demand.
Planview Review
What do you like best about the product?
This tool enables our organization to successfully manage and track project and support work.
What do you dislike about the product?
At this time there isn't anything that I dislike about this tool.
What problems is the product solving and how is that benefiting you?
Planview has been working on making the user interface of Enterprise One consistent with their other tools.
timesheet
What do you like best about the product?
it's a weekly timesheet system. It is configurable for admin users and End users have limited settings including adding or removing approved work tasks and projects. I wish it had reminders to fill timesheet
What do you dislike about the product?
no reminders it's inconvenient for busy people and cannot be integrated with Microsoft office either. it's the only limitation
What problems is the product solving and how is that benefiting you?
get paid based on timesheet
