EPM Live is a PPM (project & portfolio management) platform based on Microsoft™ SharePoint. It offers project management and work collaboration to small and large enterprises. The focus is on helping deliver products successfully, optimize resource utilization, and select the right work. EPM Live is part of the Upland family of cloud-based project, portfolio, and work management software products.
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Planview Portfolios
Score 8.1 out of 10
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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.
The experience with TaskRay was like night and day. The TaskRay representative has always been responsive and helpful. EPM's promise to integrate with Salesforce was limited at best.TaskRay exists within Salesforce, so the install and customization took less than a day. …
Verified User
Anonymous
Chose EPM Live
Although we looked at competing products, this is the only product we have implemented.
Verified User
Anonymous
Chose EPM Live
This product was brought into the company by Customer Service but then the director left so it was never used and IT thought we would try it out. After 2 years we are no further along then we were before just more frustrated.
EPM Live is being used because it is comparatively easy to customize compared to other project management solutions and because it is based on SharePoint.
Planview and Microsoft Project have many similar features. However, the direct contact with the Planview team for questions, tech support, and training is unprecedented and appreciated. Microsoft Project: -Weaknesses: Limited to single project management, lacks risk and time …
Planview Portfolios is the market leader in the area, the flexibility of the product and the continuous investment by Planview makes Planview Portfolios currently the best in the market. The support organisation for implementation and run of Planview Portfolios rounds off the …
We are just in the process of deploying AgilePlace and will connect with Portfolios Smartsheet, which does have the functionality we need. We are just starting to use AgilePlace. We have a business group doing a proof of concept.
Planview has been growing continuously in the last decade or so, and its acquisitions of some big players in the market have imparted much-needed confidence in the tool. The ability to integrate Planview using APIs, Snap Logic, or Planview's own tool, 'Hub,' makes it stand out …
We are currently in the process of evaluating but so far Planview seems to fit our needs the best. Portfolios was selected prior to me joining the team.
Planview has much more potential in terms of it's products and capabilities. It can integrate more easily with many more of our other products and software. Planview reporting is much more intuitive.
Planview Portfolios has an extremely robust data structure that supports many different use cases. Its customizability, large suite of features, and great customer service makes it a fantastic and scalable solution for many different businesses and business process …
Clarity is significantly more configurable and more intuitive. When implementing Clarity, you do have to be careful not to configure too much- if you do, the canned reports will not work.
I was not on the team that selected Planview Portfolios.
EPM Live is well suited for a business that feels they are slightly disconnected between departments. If you think you're sales and support staff need to be better connected with your development and programming (like us), then you can benefit immediately. There are a host of other features to help any business that has a lot of "irons in the fire". They make it a lot easier to pinpoint what areas need more attention and what areas probably should be spending so much money.
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.
Out of the box analytics. Canned, but modestly configurable reports that provide quick insights to project and resource performance.
Flexible configuration enables resource management at a macro or micro level.
Modeling (what-if). I can create projects, load with resources and quickly stack it against our existing portfolios to identify conflicts and optimize scheduling.
Performance is not always consistent. There are periods of time where everything goes wrong with the tool, and there are times when everything just goes perfect. It seems like a cycle that lasts couple months.
Support is not that great in terms of solutions provided. Most of the time the support responses are not helpful at all.
The vendor is not proactive in planning the releases specific to customer. We had many issues because of inadequate release planning.
Our staff have found it easy to implement and use. Virtually any company can improve the way it manages its resources, and those improvements can deliver real competitive advantages. If you are finding your current software wanting, look at EPM LIve. We are happy we did.
Portfolios are useful enterprise solutions for new and old use cases. They have robust reporting capabilities and many opportunities to customize the functions without additional costs. Although some desired features are still in development, and the reporting infrastructure has some issues, Portfolios continue to offer more capabilities than we can take advantage of at any time.
Perfect tool for planning resource time management. Giving flexibility with ease in uptodate . Team collabration . Team aligment. Top management aligment. Close the project with feed back . Team aligment. Expert contribution in task . Task management easy for project manager . Nice tool to have for project manager. Cost contol & project management is very easy with Planview
We are long time Planview users and its availability is only limited to our internal SLAs for nightly backups. I have never experienced any unexpected or prolonged software downtime from Planview itself.
There are occasions when the system is a bit sluggish. However, it may not always be on the Planview side. We are investing in better tools to monitor our network performance, which will help us diagnose issues more effectively in the future.
Consultants are knowledgeable and friendly; it is easy to build relationships with the support people you work with and they learn how best to help you. The vendor is continuously looking for honest feedback about their tool and they use that information to design their product roadmaps
Always have a pre-implementation meeting or conference call with Planview to ensure all are on the same page, disclosure of all and any customization (including reports) and plan for support after implementation of a specified amount of time with the assigned implementation resource. And document everything
The experience with TaskRay was like night and day. The TaskRay representative has always been responsive and helpful. EPM's promise to integrate with Salesforce was limited at best.TaskRay exists within Salesforce, so the install and customization took less than a day. Ultimately we are still evaluating solutions and working with EPM made it easy to see what we were not looking for in a partner.
We are currently using Planview AgilePlace. Also we use Tasktop Hub for integrating with other applications within the organization. We would like to use ProjectPlace which is integrated with Planview Portfolios in the future.
We are constantly growing and expanding. It is challenging to accommodate different user needs, but the system does provide means of doing that as we desire.
The positive impact is the ability to manage our projects enterprise wide.
Managing and reporting on projects and programs via portfolios makes it easy to identify troubled projects/programs that need immediate attention.
The negative is that pushing too much change too quickly is hard for us. We need to get our users focused on the basics of PM before we can adopt everything else. We need to introduce change to different companies based on their maturity level. Too much change too quickly is not always beneficial. We need to focus on core competencies.
