Planview Changepoint is a platform that marries professional services automation (PSA), project portfolio management (PPM) and business analytics to provide managers broad operational visibility and control over their strategic business portfolios.
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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.
Changepoint is well-suited for consulting firms and other companies that charge clients for their time and have a need for significant project-management capabilities along with reporting and invoicing. It is not well-suited for companies that want a more basic solution to time reporting and expense reimbursement. The key questions to ask during the selection process revolve around this basic question: how are you going to use this software? Though it has a lot of functionality, the learning curve is steep and basic functionality is not as easy as one would expect.
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.
There are lots of reporting options. Once you figure out how to work the parameters of a report, the system is able to provide detailed and accurate compilations of data. There are also many custom reports than can be setup, as well. In my experience, we have told Changepoint PSA administrators what kind of report we were needed and they set it up for us, available in a 'custom reports' folder.
You can have several things open at once -- 'portals'. These are up at the top of the screen, much like how Google Chrome has tabs at the top. This is useful.
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.
The site could become slow with high volumes of traffic. This may have been due to the way that our infrastructure was setup.
Analytic reporting was not available in the version that we used. We created external reports to slice and dice the data and view it as the business demanded.
Sometimes the decision to renew boils down to an old adage "if it isn't broken don't fix it". Previous to moving to Changepoint, it was obvious that we needed a better project management tool. Projects we completed on time but the time zone difference between the teams and several iterations of back and forth caused a number of communication issues with projects. The difference is night and day.
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 system predates me as I was not working for the company when the solution was chosen - I understand this may have been an 'overpromise, underdeliver' scenario. However, we are now moving towards replacing it with Supportworks - and having seen Supportworks in action I genuinely cannot wait to switch from Changepoint and move on...
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.
Our ability to maintain a global IS Scorecard helped us to maintain a focus on completing projects on time and within budget.
Having a single instance of Changepoint with projects aligned to specific portfolios helps senior management to maintain a focus on the investment of IS resources. It is foundational to our governance processes.
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.
