#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
Portfolios supports multiple use cases for 24/7 global manufacturer.
Use Cases and Deployment Scope
We use Portfolios for capital portfolio optimization, reporting and analytics, and enterprise project and portfolio management. We integrate it with our ERP systems and with Planview AgilePlace and Projectplace for multiple use cases/processes.
Pros
- Manage large portfolios with thousands of projects.
- Roll up financials across strategic hierarchy for projects around the world.
- Manage access in multiple ways so we can set up each user/role with just the right permissions.
- Support a variety of reporting and analytics methods.
Cons
- ODATA is powerful but complex to customize, and it is hard to track query changes (who changes what when).
- The user interface defaults to the last open portfolio, which can waste a lot of time loading a large portfolio if that's not what you want now.
- Job management logs need better error messages to diagnose the issues.
Return on Investment
- During multiple market downturns, Portfolios helped us to track the priority of major projects and provided a central source of truth to coordinate stopping projects to preserve cash.
- Portfolios have allowed us to decommission several other in-house solutions - a custom Sharepoint database of small cost-saving projects and a legacy Changepoint time tracker.
Alternatives Considered
Microsoft Project
Other Software Used
Microsoft Powerpoint, Planview AgilePlace, Microsoft Power BI, Snagit
Usability
Enables companies to increase their use as business processes mature.
Use Cases and Deployment Scope
We use Planview Portfolios to manage the following: * Manage effort estimates and actuals against projects * Project Financial Management * Resource Management * Support requests to the Planview Support team.
Pros
- Connect strategy to delivery.
- Manage resource utilization.
- Captures effort estimates and actuals.
Cons
- 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.
Return on Investment
- Enables visibility to Financial baselines/targets compared to forecast/actuals.
- Flexibility to allow companies to grow in their use of the tool by turning on modules one at a time..
Other Software Used
Planview AgilePlace, Planview ProjectPlace
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
