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Planview Daptiv

Score7.7 out of 10

22 Reviews and Ratings

What is Planview Daptiv?

Planview Daptiv is a cloud-based project portfolio management (PPM) solution that is now owned by Planview since the January 2021 acquisition of Changepoint). Planview Daptiv PPM covers diverse needs like Portfolio Management, Project Management, Resource Management and Office Management functionalities to larger business enterprises across diverse industries, and therefore offers a wide range of features achieving this, such as a resource load charts (e.g. Gantt charts), an easy to use DeskDocs feature for instant file uploading from a computer, a private messaging system as well as the more standard activity stream, a choice of five templates to give a structure to the platform to suit industry needs, integration with various programs and apps (Microsoft Office, Salesforce.com) and email, and many more. Other core functionalities include Work Intelligence, Financial Management, Team Collaboration and Security Administration. It supports four languages (English, French, German, Spanish).

Pricing is dependent on number of users. More advanced reporting features can be had at an additional cost. Implementation support is available.

Media

Solve your resource planning challenges with 360 degree constraint-based resource management.
Embedded Analytics empower you with better decisions through actionable insights
Manage, monitor, and deliver all work across teams and portfolios.
Collaborate to assess, prioritize, and plan initiatives.
Assess impacts, relationships, and risks across multiple portfolios.

1 / 5

Fly high with Planview Daptiv

Use Cases and Deployment Scope

Planview Daptiv is mainly used for process automation, we have over past years successfully implemented and supported the solution for a number of clients. The use of the product is from Ideation prioritisation and scoring to benefits tracking, what most clients comment the product for is the ability to scale and the IBM Cognos Analytics offered by the tool.

I recommend it for ease of use, the user interface, and how the product can be aligned to organisations maturity level.

Pros

  • Ideation
  • Capacity Planning
  • overall Task tracking
  • Timesheets

Cons

  • Project Profile Meta data fields
  • Dynamic Application Custom fields
  • multi currency

Most Important Features

  • Ideation
  • Capacity Planning
  • Project Tracking
  • Analytics

Return on Investment

  • Improved product time to market for our Clients
  • Saved Project Costs
  • Better project prioritisation
  • Improved Project Managers productivity

Alternatives Considered

Planview AdaptiveWork

Other Software Used

IBM Cognos Analytics, Outlook4Gmail, Microsoft Project

Planview Daptiv: A good holistic PPM software with room for improvement

Use Cases and Deployment Scope

It supports us prioritising,

managing, controlling and reporting projects/portfolios from ideas through

to realisation of benefits in order to support achievement of financial

objectives.

Pros

  • offers good a good user roles & rights concept
  • supports individual setup of Dynamic Applications for different purposes
  • in combination with the implemented BI software IBM Cognos you may design your individual as well as company wide template reports

Cons

  • In my opinion, APIs / integrations are sometimes coming to their limit
  • In my experience, no general archive available - therefore data sets cannot be frozen
  • Data roll-up for different hierarchy levels (program / project / sub-project) is very limited, in my opinion.
  • In my opinion, when having showing a large number projects navigation on project tab is not very handy

Most Important Features

  • Transparency of Financial impacts (reporting)
  • Overview of Project landscape (reporting)
  • Project Management (operational work)
  • Group strategy fit (strategic alignment)

Return on Investment

  • Pos.: Establishing of a single source of truth within the company
  • Pos.: Getting transparency on project landscape & spendings
  • Pos.: Supports like-for-like comparison of different projects

Alternatives Considered

Microsoft Project

Other Software Used

Atlassian Confluence

Daptiv for a Marketing Team

Pros

  • Capture project details.
  • Quick generation of standard reports.
  • Aggregate reports across multiple projects.

Cons

  • Creating a usable project profile required a great deal of customization.

Return on Investment

  • More comprehensive management of multiple projects.
  • The dashboard allowed me to have a good view of what tasks and deadlines were coming up.
  • Essentially zero missed deadlines.

Daptiv - end user thoughts on time/task tracking.

Pros

  • Customize tasks to each project or user group.
  • Roll up reporting available for project sponsors and department managers.
  • End user friendly if set up correctly.

Cons

  • Can be time consuming to complete daily for end user if assigned to multiple projects.
  • When setting up tasks, there are endless numbers of items that can be listed. Sometimes too much detail!

Return on Investment

  • Better resource allocation based on time tracking.
  • Better customer service in call center functions based on call type tracking.

Daptiv - An Excellent Collaboration Tool for Project Management and Beyond...

Pros

  • Daptiv is an extremely versatile tool and can be used for an array of solutions from timesheets to document repositories and more complex to track projects from inception through deployment and warranty.
  • Daptiv is a very straightforward tool allowing users to jump right in with little to no training.
  • It addition to its use a a respository, Daptiv is also capable of sending email notifications to various resources or distribution lists notifying them that a document has been added and they have been granted access. In the same breath, documents may be attached to projects making it a one stop shop for anyone utilizing the tool collaboratively.

Cons

  • One piece of functionality I would like to see improved is attaching multiple documents at the same time. During my role governing the Change Review Board, I would use Daptiv to submit change requests and when approved through email exchange, I would attach multiple approval emails to the change request. This was a tedious and manual effort as there were as many as eight emails to attach all one by one.
  • It would be excellent if Daptiv could be used to generate burndowns for project planning purposes.

Return on Investment

  • Daptiv provided the ability for multiple teams to collaborate effectively increasing the overall productivity of the organization and project tracking.
  • Daptiv was effectively used to understand resource allocation and appropriately and efficiently assign resources to various tasks. It was both simple for the person assigning the resource and the actual resources themselves to understand how many hours would be allocated and to what projects.