Planview Portfolios Reviews

Name: Planview Portfolios
Brand: Planview
Rating: 4 (63 reviews)

4.0 out of 5

63 reviews
90% willing to recommend

1,887 followers

What is Planview Portfolios?

Planview Portfolios enables enterprises to accelerate strategic execution by integrating business and technology planning, optimizing all resources, and delivering breakthrough products, services, and customer experiences to achieve maximum business performance.

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Planview Portfolios is the #8 ranked solution in top Project Portfolio Management solutions and #14 ranked solution in top Enterprise Architecture Management solutions. PeerSpot users give Planview Portfolios an average rating of 8.0 out of 10. Planview Portfolios is most commonly compared to Jira: Planview Portfolios vs Jira. Planview Portfolios is popular among the large enterprise segment, accounting for 72% of users researching this solution on PeerSpot. The top industry researching this solution are professionals from a financial services firm, accounting for 15% of all views.

Helped 814,763 peers since 2012

Featured reviews

EduardoMaya

Project Office Manager at Hoteles City Express

We work as an internal support factory and use Planview Portfolios to manage our projects and develop software. And we are trying to migrate to agile functionality. We used the software for booking reservations in hotels The benefit of Planview is that you can manage all the features…

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Bobby Ozuna

Planview Portfolio Support Analyst at Thermo Fisher Scientific Inc.

The issue we had was during a test case and had to do with Enterprise One linking to third-party apps. For Enterprise One, for what it's supposed to do, I don't have a problem with it as a PM. It does what I need it to do and the issue doesn’t necessarily impact traditional project management. You can manage budget, time, and resources - the three key pillars of project management - and IT can all be managed within the tool, Enterprise One. For the more granular visibility that people expect, there are always third-party applications, like LeanKit. That gives you that more granular picture for managing the work, however, that doesn't necessarily take away from the scope of what project management is in Enterprise One.

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Raghavender Benkal

PM Systems Analyst at a insurance company with 5,001-10,000 employees

We've been encouraging our users to manage their schedules directly in the Work and Assignments module. So far, it has been good, but we've been in conversation with the vendor product team to improve the performance of the Work and Assignments module. Right now, it is a bit slower. We don't use the Progression feature. We will use it at some point in time. Until then, we want to have a way to set time to help decide what's in the past, present, and future. It is one of the things we've been discussing with Planview. It provides flexibility for configuring assignments, but one of the things about which we've been talking to Planview is related to certain resources that are associated with a project. When the project extends, their demand also equally goes up. There are also resources where if a particular task has to crash, it may need additional effort. So, it is between the fixed effort versus fixed duration. Planview is more duration-based. For example, if you crash a task, the system rightly thinks that you're crashing the task, and you need to finish the work by doing overtime or working additional hours. If you are taking 30 hours to finish a task in three weeks, and for whatever reason, you have to crash the task into two weeks, 30 hours need to be fulfilled within those two weeks. If the task moves to four weeks, instead of three weeks, you still have 30 hours that get distributed among four weeks, so you will be able to finish the task. That makes sense for those resources that are associated with the task, but there are certain resources, such as a project manager or project administrator, for whom when a project extends, the demand also equally goes up. So, if somebody is assigned 50% for a project, and assuming that the project is moving out by a month or two or three months, the effort shouldn't go down. Currently, the allocation goes down, and our resource managers have to go and update the effort back up to 50% or whatever the demand is. We are interacting with Planview to provide a solution. Right now, we have to go and update the additional demand because of the change in the project.

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Planview Portfolios mindshare

Product category:

As of November 2024, the mindshare of Planview Portfolios in the Project Portfolio Management category stands at 6.1%, down from 7.1% compared to the previous year, according to calculations based on PeerSpot user engagement data.

Project Portfolio Management

Key learnings from peers

Last updated Nov 3, 2024

Valuable Features

Planview Portfolios enhances resource planning, tracking, and financial management. It offers powerful reporting features, integrating seamlessly with Power BI. The platform's flexibility supports customization and configuration options, accommodating various business requirements. Users appreciate the intuitive interface and the ability to centralize projects, manage resources efficiently, and align with strategic objectives. Capacity planning and forecasting are crucial features, contributing to transparency and improved project visibility across teams. The system's integration capabilities enable comprehensive end-to-end work management.

"Planview Management integrates seamlessly with other tools and systems used within the organization, such as enterprise resource planning (ERP) software, customer relationship management (CRM) systems, and collaboration platforms."
"The Kanban board has really helped us be more agile and we can keep track of everything that is ongoing."
"In my opinion, the financial planning feature is the most valuable feature of Planview Enterprise One."

Room for Improvement

Planview Portfolios requires improvements in its user interface, customization options, and integration with Agile tools. Users face challenges with reporting, financial management, and support responsiveness. The steep learning curve and lack of intuitive navigation hinder adoption. Enhancing documentation access, simplifying workflows, and improving performance metrics would be beneficial. There is also demand for better integration capabilities, easier customization, and more effective resource management features to align with modern project management needs.

"While Planview Management provides robust reporting and analytics capabilities, further enhancements could include more advanced data visualization options, predictive analytics features, and customizable dashboards to provide deeper insights into project performance and trends."
"The solution needs to be better at accepting new ideas for upcoming releases."
"The reporting is absolutely shocking. It's not good reporting and requires improvement."

ROI

Many users struggle to quantify ROI from Planview Portfolios, often relying on intangible benefits like improved visibility, strategic alignment, and reduced resource use. Some express difficulty in measuring ROI, noting value in non-monetary terms such as enhanced decision-making and operational efficiency. There is optimism for future ROI growth through increased feature use. While some see initial returns, many indicate it’s part of ongoing, unquantified operations.

Pricing

Planview Portfolios pricing can be perceived as high compared to other PPM tools, with annual licensing costs varying from $33,000 to $900,000, depending on organization size and license type. Some users report overspending due to unused licenses, while others appreciate the flexibility of the FLEX model. Integration costs are additional. For large enterprises, a global license model may reduce per-user costs. Overall value is seen in strategic alignment capabilities.

"When we went through that process, I believe it is competitive with others on the market. However, there are less expensive options available. It's a more premium offering at a higher price."
"I don't know about the actual pricing. I have not come across any costs in addition to the standard licensing fees."
"Planview is a little pricey. From a licensing perspective, for just a simple timesheet user who does nothing in the system but reports time, the licensing is a little pricey, but you have to look at it from what it is that you get.We have 6,000 users, and I don't manage the system at all. I just have to do add them to the system. The servers, maintenance, OS levels, security patching for the OS, and all other things are not something that we maintain. So, you have to look at it from an operational perspective. It is not just the product itself. A holistic view has to be taken when you look at the product and how you're going to support it. I would have to hire an entire operation staff to bring it in-house, and at the end of the day, that might cost me more."

Popular Use Cases

Planview Portfolios is primarily used for project and portfolio management, resource and financial management, and strategic planning. Organizations utilize it for IT asset management, product development, project costing, budgeting, capacity planning, and governance. It supports tracking and reporting for diverse teams and integrates with tools like JIRA for agile management. It's implemented for managing portfolios, resource assignments, financial reporting, and enterprise-level project tracking, enabling efficient oversight of complex project environments.

Service and Support

Customer service of Planview Portfolios varies, with strengths in front-end interactions but challenges in ongoing support. Response times can be slow, and agent turnover is frustrating. Technical support fares slightly better, praised for expert team members and quick ticket handling, though some find the process cumbersome requiring detailed tickets. Issues with communication consistency and dependency on user-provided materials persist, impacting customer experience. Some emphasize a decline since outsourcing, yet offshore support shows potential.

Deployment

The initial setup of Planview Portfolios varied across experiences. Many found it straightforward, appreciating its guidance, while others encountered complexities due to its comprehensive features and different terminology. Some users benefitted from Planview's team for configuration help. The setup duration differed, ranging from a few days to several months, depending on organizational needs and challenges. Users highlighted the importance of prior knowledge and clear communication to ease the process.

Scalability

Planview Portfolios demonstrates strong scalability, smoothly handling varied user growth within organizations. Users highlight its adaptability and ease of expansion, effectively accommodating both small teams and large enterprises. Some note initial configuration complexities but find it manageable long-term. Although scaling is seen as efficient, performance can occasionally slow due to data volume, yet overall user capabilities grow steadily. Enterprise-wide adoption seems feasible, supporting diverse roles like project managers and executives across multiple departments.

Stability

Users generally find the stability of Planview Portfolios to be reliable and consistent, with minimal downtime. While some users experience minor issues, especially with updates and complex configurations, most report few outages and stable functionality. A few mention occasional performance slowdowns, particularly with large data loads, but praise the platform's resilience and improvement over time. The frequency of robust updates also enhances user confidence in stability, despite some minor hiccups.

These insights are based on the in-depth reviews provided by peers to help you make a better buying decision.

Download our Planview Portfolios Buyer's Guide for additional reliable information.