Planview Portfolios Reviews

Name: Planview Portfolios
Brand: Planview
Rating: 4.0 (63 reviews)

4.0 out of 5

63 reviews
90% willing to recommend

1,892 followers

What is Planview Portfolios?

Planview Portfolios offers a comprehensive platform for managing IT, project and resource management, along with strategic planning. The tool focuses on optimizing resource allocation and financial analysis, supporting global operations.

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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 ServiceNow Strategic Portfolio Management: Planview Portfolios vs ServiceNow Strategic Portfolio Management. Planview Portfolios is popular among the large enterprise segment, accounting for 70% of users researching this solution on PeerSpot. The top industry researching this solution are professionals from a financial services firm, accounting for 16% of all views.

Helped 838,640 peers since 2012

Featured reviews

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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ProjectMan83637

Project Manager at a manufacturing company with 10,001+ employees

Its view into RCCP and availability does not at all help us to manage resources. It is one of the worst features of Enterprise One where everybody in our company hates the tool and are sort of forced to use it for RCCP, some teams have moved to use other tools for the same and use E1 as recording tool only. Enterprise One does not provide any insight to respective resources on the available work and the left out work when he or she goes to the timesheet. It is like filling an Excel sheet from 15 years ago. New solutions out there actually do a better job. The solutions I am referring to are JIRA as well as Confluence. With that connectivity I see many of my IT teams doing Agile timesheet planning with sort of a background timer capturing the time being spent on a activity. Enterprise One has got a very rap in the organization due to its bad UI and complicated UX. The steep learning curve and inability of other non project resources finding it hard to use the tool makes it hard for people to recommend the tool. The number one thing that needs improvement is the UI. It should be easy for even casual project managers. It should provide customizable screens that look modern and can be a choice for project managers to choose at a professional level, medium level, and a very easy level. I am thinking 3 separate standard Ui that you can choose as per level of users. Many PM;s track projects using different tools and sometimes they end up using PV as a record system. Enterprise One does not provide a good risk assessment functionality and does not provide a good what-if analysis functionality, it would be preferable to have this in a good UX. It does not provide end-to-end work management for the full spectrum of types of work in one tool. It's 50/50. It is very difficult to use Enterprise One as a tool that one would WANT to use to better the project. It is at this point, a record system that we are bring told to use as it gives nice metrics for leadership to make decisions.

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Musunga Kabwe

Senior Analyst - Technology at LPL Financial

Its ability to create summary reports across multiple projects is very limited. In terms of the out-of-the-box reporting for summary reports, the reporting that we typically leverage is around forecasting for resources, timesheets, and actuals, and just looking at what is the capacity. There is no real summary of what work is being done and how work is being accomplished. So, what we typically do is that we get a copy of the data files from Enterprise One daily, and then we have a team that manages the data mod outside of Enterprise One. They use data from Enterprise One as well as other additional sources to provide the reporting that we share with the management. So, we leverage a lot of Enterprise One data for reporting, but we don't use the reporting capabilities within Enterprise One. So, reporting can be improved, and they could help us make more customized reporting. I know it is very configurable out of the box, but we have to leverage an outside data mod that pulls in a lot of data from Enterprise One. So, the reporting function, and being able to customize reports, is the area that could be very beneficial.

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Planview Portfolios mindshare

Product category:

As of February 2025, the mindshare of Planview Portfolios in the Project Portfolio Management category stands at 6.9%, up from 6.7% compared to the previous year, according to calculations based on PeerSpot user engagement data.

Project Portfolio Management

PeerAnalyst reports

Type	Title	Date
Category	Project Portfolio Management	Feb 21, 2025	Download
Product	Reviews, tips, and advice from real users	Feb 21, 2025	Download
Comparison	Planview Portfolios vs monday.com	Feb 21, 2025	Download
Comparison	Planview Portfolios vs ServiceNow Strategic Portfolio Management	Feb 21, 2025	Download
Comparison	Planview Portfolios vs Broadcom Clarity	Feb 21, 2025	Download

Title	Rating	Mindshare	Recommending
ServiceNow Strategic Portfolio Management	4.0	12.7%	96%	32 interviews Add to research
Broadcom Clarity	4.0	10.7%	91%	142 interviews Add to research

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.

Review data by company size

By reviewers

By visitors reading reviews

Top industries

By visitors reading reviews

Manufacturing Company

16%

Financial Services Firm

16%

Computer Software Company

12%

Government

Energy/Utilities Company

Healthcare Company

University

Real Estate/Law Firm

Retailer

Comms Service Provider

Insurance Company

Educational Organization

Logistics Company

Construction Company

Transportation Company

Wholesaler/Distributor

Non Profit

Marketing Services Firm

Hospitality Company

Performing Arts

Pharma/Biotech Company

Media Company

Wellness & Fitness Company

Recreational Facilities/Services Company

Mining And Metals Company

Outsourcing Company

Aerospace/Defense Firm

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Learn more about Planview Portfolios

Organizations use Planview Portfolios to streamline project tracking from inception to completion, enhancing strategic alignment with corporate objectives. The tool integrates with platforms like JIRA to provide seamless workflows and supports critical business processes, including budgeting and capacity planning. Teams benefit from customized configurations and robust reporting, further supporting effective decision-making. Despite its strengths, improvements are sought in navigation, documentation, and integration capabilities.

What are the key features?

Customizable interface: Allows personalization to meet specific needs.
Comprehensive resource and financial management: Enables detailed tracking and analysis.
Robust reporting: Provides extensive data insights.
Integration with Power BI: Enhances data access for stakeholders.
Resource and capacity planning: Optimizes workforce allocation.

What benefits should users expect?

Improved strategic alignment: Supports better decision-making.
Increased operational efficiency: Streamlines project management.
Enhanced resource optimization: Ensures optimal use of workforce.
Better financial insights: Allows precise budget tracking.

In industries like IT and project management, Planview Portfolios supports complex portfolio handling, ensuring visibility across global operations. Companies in these sectors leverage its strategic planning tools for strategic alignment and resource management, integrating with existing systems for improved process efficiency.

Planview Portfolios was previously known as Planview Enterprise One, Troux.