Planview AdaptiveWork vs. Planview Portfolios

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Planview AdaptiveWork
Score 7.4 out of 10
N/A
Planview AdaptiveWork is a web-based collaborative work management software. Planview AdaptiveWork enables users to connect employees and partners and create documents, reports and specialized workflow automation. Planview AdaptiveWork is designed to work across multiple teams to enable cross-company task, project, and resource management.N/A
Planview Portfolios
Score 8.1 out of 10
N/A
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.N/A
Pricing
Planview AdaptiveWorkPlanview Portfolios
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Planview AdaptiveWorkPlanview Portfolios
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
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Planview AdaptiveWorkPlanview Portfolios
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User Ratings
Planview AdaptiveWorkPlanview Portfolios
Likelihood to Recommend
7.4
(0 ratings)
8.8
(0 ratings)
Likelihood to Renew
7.5
(0 ratings)
8.3
(0 ratings)
Usability
7.3
(0 ratings)
6.7
(0 ratings)
Availability
8.2
(0 ratings)
8.3
(0 ratings)
Performance
9.1
(0 ratings)
6.7
(0 ratings)
Support Rating
9.1
(0 ratings)
7.5
(0 ratings)
In-Person Training
8.2
(0 ratings)
6.4
(0 ratings)
Online Training
5.4
(0 ratings)
6.4
(0 ratings)
Implementation Rating
8.2
(0 ratings)
9.1
(0 ratings)
Configurability
8.0
(0 ratings)
7.9
(0 ratings)
Ease of integration
8.2
(0 ratings)
3.6
(0 ratings)
Product Scalability
-
(0 ratings)
8.3
(0 ratings)
Vendor post-sale
9.1
(0 ratings)
7.2
(0 ratings)
Vendor pre-sale
9.1
(0 ratings)
5.5
(0 ratings)
User Testimonials
Planview AdaptiveWorkPlanview Portfolios
Likelihood to Recommend
I've been an AdaptiveWork (Clarizen) admin for the past 14 years, so I've seen much improvement since I started working with the product. I'm very happy we can utilize the hybrid mode by using the cards, I think this was long overdue but it works very well.
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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.
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Pros
  • Many ways to acclimate to the system; documentation, videos, community, and contacts.
  • Planview provides scalable customization options tailored to the unique needs of each business unit or department. Easily add or remove fields in the system. As the admin, it was easy to learn how to configure.
  • Offers flexibility to adapt to existing systems and align with organizational workflows and processes. There are multiple ways to customize each part of the system to meet our needs.
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  • 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.
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Cons
  • Planview AdaptiveWork's ability to create relations between work estimates, resources, and time is one of its strengths but also one of its drawbacks. The average user is a little less considerate of the way these things interact with each and the automatic way in which Planview AdaptiveWork will affect one or the other can occasionally create a confusing scenario if the user is unaware of how changing one will affect the other
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  • Capturing lower-level detailed expenditures within a project so that financial screens can show the details of the roll-up.
  • Reporting flexibility so that end users can create their own quick ad hoc reports for analysis.
  • Capturing matrixed skills on resources to ensure staffing is adequate and better align demand to supply.
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Likelihood to Renew
I give my renewal of this product a 9. It's only because we never know what product may come out next and how other factors in our office political environment may cause impact upon this. If I always had my way, this is what we'd settle on as our de facto project management system.
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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.
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Usability
It is easy to configure, intuitive. The customization process is in some ways better than Salesforce.com. It has a great UI. It does however depend on how it's implemented.

The design of it is generally fine, however the ability to data upload people from a spreadsheet is an obvious miss.
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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
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Reliability and Availability
Sometimes it is slow when everyone is entering their time on Fridays or Mondays but other than that we rarely see downtime and maintenance notifications are well in advance.
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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.
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Performance
Reports: Quick to Reasonable

Most Ancillary Pages: Quick to Reasonable
(By "ancillary" I mean lesser used/master data maintenance pages - e.g. People, Customers, Individual Tasks, Milestones, etc.)

Work Plan (with 100 sub items): Reasonable to Slow
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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.
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Support Rating
It's a good experience overall. Clarizen was useful when needed. It's mostly needed for advice on how to do more sophisticated actions or how to change something that was set up administratively. It's seldom used otherwise. The product consistently works, the documentation is acceptable, and the generally intuitive product is easy enough for most staff to pick up without much issue.
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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
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In-Person Training
• We worked with a Project Manager on their side. He was very good about developing a project plan to hit our goal. I think we had weekly or twice weekly calls – very steady cadence over 3 month period.
• Their PM skills were great – kept us on task. For the last week, they sent 2 people on site and they did training for power users. After that a couple of them revisited here
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No answers on this topic
Online Training
It's easy to access and frequently offered. Often I'm amongst only a few people on the call and get virtually individual attention. I also learn and share with the other attendees and we can see how we've each solved similar challenges.
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Generally good. Sometimes, users are a bit overwhelmed, and it takes multiple sessions for them to get the hang of it.
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Implementation Rating
We have been able to implement AdaptiveWork pretty easily but it requires updating of resource availability and continuous training as roles change and new people join the company. Other documentation is used such as spreadsheets for longer range planning and project approval
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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
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Alternatives Considered
Planview AdaptiveWork was the right size, at the right price point that fit our customization and integration flexibility. It is intuitive to use but allowed us to add complexity as our needs grew
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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.
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Scalability
No answers on this topic
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.
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Return on Investment
  • Planview AdaptiveWork allows us to report out on the status of our real estate projects on a regular basis. We have internal objectives that need to be met for on-time delivery and Planview AdaptiveWork provides us the data to be able to show how the teams are tracking on delivery.
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  • 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.
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ScreenShots

Planview AdaptiveWork Screenshots

Screenshot of AdaptiveWork's Portfolio ManagementScreenshot of Integration Through an Array of AppsScreenshot of Real-Time Project ManagementScreenshot of Social Collaboration - From Ideation to Project Delivery

Planview Portfolios Screenshots

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.Screenshot of SCENARIO ANALYSIS: Unlike strategic portfolio management solutions that only allow users to create different plans and manually compare them, Planview users can compare plans, analyze investment trade-offs, and prioritize investments across different types of portfolios to ensure delivery of the best outcomes. This helps users to ensure the organization's capacity and investments are aligned to the highest priority initiatives.Screenshot of PERSONALIZED USER EXPERIENCE: Planview can create unique, real-time views based on a job and the status, progress, and other data-oriented use cases. As a result, it can pinpoint where to focus, issues to address, and risks to mitigate in a single view.Screenshot of DYNAMIC PLANNING AND FUNDING: Unlike applications that do not allow for the reprioritization of in-flight initiatives, with Planview you can pivot plans and key priorities at any time, and continue planning as needed based on your organizational strategies and goals. As a result, you get a portfolio mix of investments, initiatives, products, and projects that meet stakeholder and customer expectations.Screenshot of GENERATIVE AI ASSISTANT: Unlike other AI Copilots, Planview Copilot taps into decades of Planview knowledge and learnings from thousands of Planview customers to glean insights, derive recommendations based on best practices, and inform strategic decisions. It connects data across project and product initiatives to help you understand insights from all parts of your organization – and it does this using a natural language interface. As a result, you can surface previously hidden insights, identify delivery risks, and act in seconds.