#1 most frequent
United States of America
66.0%70 installations of 106
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.
Categories & Use Cases
Media
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Screenshot of END to END VISIBILITY: Planview offers complete visibility across all strategic endeavors, the status, spend, and progress. This gives organizations a connected view of how all initiatives are tracking without having to manage disparate teams and tools.
Who Buys & Uses Planview Portfolios
#2 most frequent
Canada
8.5%9 installations of 106
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
6.6%7 installations of 106
Best tool for project planning
Use Cases and Deployment Scope
We use for Capital project management
Pros
- Capital time line
- Management resources
- Sap integration
Cons
- Tool bar
- Voice Assistant
- Frequently used command bar
Return on Investment
- Good to monitor progress
- Investment pay back
Alternatives Considered
AceProject
Other Software Used
Birdview, AceProject, Adeaca Project Business Automation
Usability
Enterprise-wide project management, portfolio management, resource management and reporting tool
Use Cases and Deployment Scope
Planview Portfolios ensures governance decision auditability by incorporating embedded workflows, approvals management, and key document retention supporting a single configured delivery lifecycle. Additionally, Planview Portfolios serves as primary tool for project financial management, providing accountability and rigor throughout the organization.
Pros
- Approvals management
- Financial Management
- Configured Delivery Lifecycle
Cons
- User Guides
- Customer Community / User Group
- Financials Subtotal
Return on Investment
- Not Identifiable
Alternatives Considered
Microsoft Project
Usability
Ambitious Product
Use Cases and Deployment Scope
We use Planview Portfolios as a central hub for all strategy work in the organization, and we are migrating all operational work over at this time.
Pros
- Capacity management
- Portfolio Management and Visualizations
- Financial Management
Cons
- ProjectPlace/Work integrations
- Tasktop and Hub integrations need more mapping features with OOB solutions
- Strategy views/OKR views and reporting
- OKR automation (linking to values with APIs
Return on Investment
- Overall positive by providing a view of the strategic plan
- Centralized place to view work and effort
- Link of our work to strategic goals
Alternatives Considered
Adobe Workfront
Other Software Used
Adobe Workfront, Microsoft 365, Adobe Acrobat, Azure DevOps Server, Azure DevOps Services, Jira Software
Planview Portfolios helping to drive connected work.
Use Cases and Deployment Scope
We use Planview Portfolios to manage our portfolio of Digital projects across the organisation. The key business problems we are trying to solve are around gaining visibility of all Demand across the organisation and how this feeds through into a prioritised portfolio of deliverable work.
We have leveraged the tool to provide a consistent approach to capturing / defining work and planning key milestones, capturing delivery risks and resources/roles required to deliver the programme.
We have leveraged the tool to provide a consistent approach to capturing / defining work and planning key milestones, capturing delivery risks and resources/roles required to deliver the programme.
Pros
- Flexible, highly configurable toolset to support a number of different business processes.
- Product suite is constantly being updated with new features and a high frequency cadence of releases.
- Good integration with dashboarding capabilities both internal and external e.g. PowerBI.
Cons
- While the initial configuration is fairly easy to leverage to enhance the full features some core technical experience is required (this may not be available within the client's team - PV do provide a very good customer support service).
- Enhancing the work planning capability. There is so much available that it can sometimes be a little overwhelming - again this could be due to the way that we have implemented some features (not an issue with the toolset itself.
- Integration with provisioning systems (I know this is on the cards); to make the user management of the system at an enterprise level easier.
Return on Investment
- In terms of savings/benefits (although these are intangible) is around the savings generated through the standardisation to capturing project information and drawing this out into reports so information can be quickly summarised at the press of a button.
- Resource management giving us a clear picture of the demand for roles across the organisation and what individuals are in place and ensuring we have negotiated contracts with the right amount of headroom to support the work required.
- Making work visible for various parts of the organisation (intangible)
Usability
Alternatives Considered
Microsoft Project
Great Product and value for money.
Use Cases and Deployment Scope
We are using Portfolios for Portfolio and Resource Management (PRM). Planview Portfolios has helped us define a governance process around our initiatives and work to help ensure we are on track. We also have our Resources in Planview; hence, we have a clear visibility of demand in the pipeline vs. the capacity we have in the Organization.
Pros
- Resource Management.
- Demand Management.
- Financials
Cons
- Investment Capacity Planning.
- Reports
- Cost
Return on Investment
- ROI worth 1 million pounds in over 2 years.
- Decrease in resource capacity waste.
- Project governance.
Alternatives Considered
Oracle Primavera Portfolio Management and Wrike
Other Software Used
Planview ProjectPlace, Planview AgilePlace
