Planview Portfolios Reviews

We have a huge contractor base and the solution is the primary time-keeping system for our contractors in IT. We manage all of our projects and financials in Planview, as well as the time submissions associated with those projects.

It has improved the way our organization functions by giving us the overall picture of our financials. Before, we were functioning using spreadsheets, and now we are using a tool where we're all able to collaborate right in it. I'm part of the PMO, and my team is Portfolio Management. My team manages the financials and oversees the financials for all of the capabilities and the departments within our IT organization, and so it provides us that one source of truth, that one data repository for us to obtain our project actuals as well as our forecast data.

I'm also the Planview administrator. When I first joined the company, Planview was primarily used for timekeeping. Since then, the level of information that we're now capturing in the tool has gone from a three to a nine. Within that three or four-year span that I've been working with Planview in my organization, I've seen us implement better measures and better data points within Planview itself. We had this information parsed throughout the company, and we are now leveraging the life cycle and the various configured screens to capture this information from end to end before a project goes into open active status.

The fast-track reporting has been beneficial to us, as well as the project and portfolio management tool. We don't have any add-ons at this time. We're exploring those at a later date, such as Projectplace and connections with Jira.

When it comes to managing project plans, we are currently in a crawl-walk-run with Planview, and we're just starting to walk. Right now, stage-wise, we can see, financially, a good picture. However, in terms of the attributes that associate the different phases in a project, we're not there yet. We're in the process of implementing that right now. I know it has great features to do that. We're just not there yet. I’d rate it at about a four out of ten, however, that's no implication on the tool itself. It's just where we are as a company. We need more time with it.

In terms of assessing Enterprise One for its ability to create summary reports across multiple projects, I would give it an eight out of ten. It provides us with the ability to slice and dice the data. We have capabilities. Most companies have departments. We’re able to leverage the project portfolios to have that visibility within the various capabilities. It provides us a more granular level, and it just gives us a source of truth in organizing our data as well.

It helps with our ability to share "the big picture" with management. It really enhances that ability, actually. We have a consolidated picture of all of the capabilities captured within Planview financially. From there, that said, we're not using the reporting features fully. We just upgraded from 15 to 18. We plan to start leveraging the Power BI feature. We do have the data now at hand where we're able to extract it and provide that overall picture to our upper management.

Enterprise One provides end-to-end work management for the full spectrum of types of work in one tool. It provides our project management with one source of truth in terms of tracking projects from creation. In terms of our backlog efforts, for example, we open projects on a quarterly basis, and so we're able to have that data housed or stored in Planview. Therefore, it's end to end, from project creation to if a project is on hold, and then that effort is reassessed and then placed into open active, and the effort is then in place while the project is going through the various phases through deployment, and then we have a complete end. Right now, for example, my quality and methodology team and I are looking to revamp our end-to-end life cycle to be inclusive of some additional project closure updates, as Planview does have that functionality available, and our quality and methodology team is currently using a different site to oversee their processes. It will be beneficial with that as well.

Enterprise One has helped with the prioritization of projects through alignment with strategic objectives in terms of visibility and the ability to leverage the portfolios amongst our capabilities. It does give us a better visual into slicing and dicing that data to assess the prioritization of the efforts. It's improved our business and its structure. The processes that we had in place previously have definitely been enhanced and we have more faith in having a source of truth versus various tools and spreadsheets.

Users can assign resources and work and the product provides a variety of types the resources so that users have the ability, when they submit their timesheet, to select various work items that have been authorized for them to charge to.

The configuration of the list is really driven by the projects themselves, so it's pretty simplistic. There's no structure that I have to go in and manage. It's all project work-driven. They are added at the task level, the task is assigned, and is populated to their spreadsheet.

The flexibility on offer is very helpful in meeting the organization's needs. We have also transitioned a work authorization request process into Jira, and from there we have a good cadence where, when resources are needing a new work authorization, our project managers and program coordinators essentially are able to view those requests and implement them. In Planview, those new work tasks will be readily available for them on a Friday when they can make their time submissions. As long as the project is in open active status, there's no hindrance.

Enterprise One does allow program managers to group work together and see resource demands and costs at a consolidated level, however, we're not using the capacity and utilization feature at this moment, as we've got that work to do to clean up our resource roles.

In terms of helping with our on-time completion rate, I rate the product at a seven out of ten. I say that due to the fact that we have better visibility into the financials, and it assists us in the monthly financial assessments that we conduct. The project managers are now able to understand how their projects are tracking and to hold them accountable for a timely delivery. In terms of the time that we spend syncing with these program project managers to assess the timeliness of their delivery, I wouldn't be able to speak to an exact number or percentage. I oversee the system and the tool itself to provide the functionality for my team to assess that, however, I wouldn't be able to give a good quantitative number for that. It might be about 50% of our time.

The only area that I can see currently needing improvement is just the modernization of the look and feel of it. I just attended the Accelerate Conference and heard that that is underway. The configuration for the front-end user can be a little antiquated and it needs a facelift. That said, overall, I'm definitely impressed with the tool itself.

I've been using the solution for three years. The company itself has used Planview probably for about 12 or more years.

I was not a part of the initial implementation. The company had set up the solution before I started working for them.

We are just a customer and an end-user.

With Enterprise One, for forecasting remaining effort, I would give it a six out of ten. That rating applies to how we're using the tool at this time. For example, we're not using requirements and allocations, and so we're able to associate effort in our financials, pending additional effort based on forecast dollars, and things of that nature and accuracy, where we go in and do our monthly financial reviews and do a comparison of actuals to forecast, and we're able to get visibility to that.

At this time, Enterprise One's view into resource capacity and availability does not help us to manage work at this time. That is another component that we look at in the future, however, we're not using it yet. It's on our roadmap to have in place by year-end. We just have some role alignments that we have to facilitate, as well as some blended rates that we may need to assess to align to those roles, to then start using the capacity and utilization feature, which is ICP.

I would definitely recommend engagement from all stakeholders versus a core team rolling out the tool. From financial management to project managers to analysts within the corporation, it would need some blanket engagement, versus one core team deciding everything for an entire organization. New users should also be mindful of what level their PMs function at. Are they operating in a full-blown project management software development life cycle? Before a company builds a tool out to that, definitely be mindful. When I first onboarded, we were upgrading from version 11 to 15, and it was like a re-implementation as there was a lot of revamping of life cycles and things of that nature. We built out a lot of screens and life cycle gates and things of that nature that were not utilized. Being mindful of your user base would likely avoid wasted time if everyone was engaged from the beginning.

I would say the biggest lesson that I have learned is the tool itself definitely can cover a lot of mileage, and you never stop learning with Planview. It's a continuous learning curve when you are actively using it.

I would rate the product overall at a nine out of ten due to what the tool can do and the various features and improvements that it can bring to an organization, as well as the process improvements automation of manual processes within the tool itself. It brings a lot of benefits to the table.

We use it to help us manage our IT assets for our company.

We've heard many heard sound bites from other areas where, five to seven years ago, they did not have this type of visibility into the IT assets for the organization. As it is now, we work with multiple teams who ask us for these different types of information. None of which would have been possible without having an application like Enterprise One.

The biggest impact has been the visibility into our IT assets.

Some of the most important features that we find are the ability to relate assets to one another (applications to software and hardware) and associate capabilities to each of our assets, as well as to whom the users in our user base are, whether they're internal/external customers and which departments. From this, we can create reports which can help identify for a particular department the applications that they use or own. Then, from there, the capabilities they offer.

We do find the solution flexible. Having the ability to make customizations to the product offers a great deal of flexibility to buy business requirements as well as meet the needs of our clients and customers.

The product can probably improve in a couple areas: 

1. Support is still a challenge. We find it challenging more due to the responsiveness and getting a case or ticket assigned to an analyst. That's what I was just doing. I was following up on an email that we opened last week. We haven't heard anything, so following up on that. So, that's one area of opportunity.
2. I would like them to be more product-focused with the continuing evolution of the product. As companies transform the way they do IT asset management, the product should continually change with it as well.

We do have some interruptions in service for one reason or another, but a majority of the time, it seems very stable.

We don't scale. We don't have a lot of users, just in the hundreds, even though our organization is in the thousands. 

It seems fairly scalable, particularly as our organization is in the cloud.

We interact with technical support quite often, whether it's deployments, bugs, or errors that we run into. We work with them on a fairly regular basis, whether it's just typical deployments or if it's actual issues that we run into. Most of the time, it's on the Planview side, whether it is an outage or some performance issues. Occasionally, it's something that we introduced.

I was not involved with the initial setup.

Our ROI is the visibility and relationships between our applications and software with one another along with the ability to tie capabilities and assign owners to identify individuals who are related to the assets. In a lot of cases, different areas of the organization have different needs. They come to us for information regarding different IT assets, and we're fortunate enough to be able to provide that information from what we've captured and placed into the Enterprise One application.

I would rate the product a seven out of 10.

It's our primary PPM tool. All of the projects across the enterprise are being managed through Enterprise One.

We've been on version 13 for two years now. Prior to that, we were on earlier versions of Planview going back to 2009. So, we've been on Planview for 10 years. 

We have the flexibility to choose not to use things that would be really beneficial. Unfortunately, my predecessors made that choice, multiple times, so I'm trying to undo that.

One of the things that I hope to do, because we have to upgrade soon, is spend time putting together the business benefits of using some modules and pieces of the tool that we don't currently use.

We have a fairly good picture of time tracking. So, it's helping us get there.

As a user, I really liked the ease of the status reporting and the one stop shop of everything being in one location. 

There's still a lot of reluctance within the organization. We're not using all of the capabilities that we have today. We're still doing our strategic and capital investment planning on spreadsheets rather than using the capabilities that exist within Enterprise One. I definitely need to leverage the experts here at Planview to help drive a culture change. There's just a lot of reluctance on behalf of people within the company to put data into the tool.

We have some transparency in where people are spending their time, but we haven't done a good job of resource management in the sense of predicting demand. We have a lot of opportunity there to improve.

It is stable.

It is scalable. It should growth with us.

To the degree that we've needed it, the solution has been very helpful. 

Part of the struggle that we've had over the past year has been a 100 percent turnover on our team. Everyone on the Planview admin team today has been in the job for less than two years. So, we don't have the depth and breadth of knowledge and experience as an admin on the tool that other companies have. We're still learning. We don't know what we don't know.

It has been a struggle to make even simple changes because we have to go through statements of work to get the assistance that we need along with all of the legal hurdles and financial issues that those involve.

We were previously using PAC. The move away from PAC to Planview was based on our ownership by Royal Bank of Scotland at the time. They were using Planview, so we moved to Planview.

Our prior PPM tool was a little clunkier and harder to navigate. So, ease of use has been a strong suit here. But as we now look to expand and start using some of the other tools that Planview provides. the integration of the suite is going to be a strong sell point for us.

The last version upgrade that we did from 10 to 13 was complex because we were moving to a cloud platform from a locally hosted platforms. So, there were all of those issues. There was a significant amount of testing. However, we also had an organizational change, which changed the management of the group which was doing that application enhancement. Therefore, we had that complexity. Now that we're on the cloud, it should be pretty straightforward.

We have seen time saved but I can't quantify it.

I would rate the product as an eight (out of 10). This is based really on what I've learned the product can do, not on how we're using it.

We use Planview Enterprise One to capture information about all of our IT projects, IT resources, and financials associated with those projects. We then use information from Planview to understand how we are progressing in plan delivery, what our pipeline of work looks like, and what resources are required to deliver that pipeline of work and the execution. We are utilizing a broad range of capabilities across what Planview Enterprise One provides.

We don't use it for task management, and the work breakdown that we keep in Planview is relatively high. As a result, it is at key milestones rather than individual activities.

In terms of features, the financial planning modules are quite good, and they are the ones that are used the most. For us at this stage in our use, the financial planning feature is the most valuable feature of Planview Enterprise One.

The reporting is poor and requires improvement.

The tiles and exception-based activities in the application are sufficient to get by. However, when it comes to producing executive reports, MI reports, or any other type of reporting, we must exit Planview and work offline. We have been working with them to improve on that, as well as using some of the Power BI capabilities that have been available for a while, but it's still more difficult than it should be.

In the next release, I would like to be able to use the data in the tool to gain insight much more easily.

We have been working with Planview Enterprise One in our company for the last two and a half years. Prior to that, I implemented it in a different organization. I strong level of knowledge of this solution.

We are six months behind because we had a few problems when we took current releases. While we didn't do any customization, some of our configurations failed in some releases and required re-work.

We haven't run into any scalability performance issues. We have over 500 work items and 2,500 resources, and it's been fine for us. 

We use this solution across the company's IT and have approximately 250 users.

We've opened a few tickets with Planview due to bugs, defects, or configuration issues. Because it varies so much, I would have to put their rating somewhere in the middle. They are sometimes excellent and sometimes poor. It all depends on the circumstances.

Neutral

The initial setup was straightforward. We took a very quick approach to delivery. It was simple from a Planview standpoint. The questions and approach they used worked well for us. There are no concerns about the initial implementation process. Aside from us being clear on our requirements, the tool itself is fine.

We weren't looking at this as purely a return on the investment project. The return is generated by the projects themselves, allowing us to deliver the projects more efficiently. It's difficult to quantify the improved performance of our project delivery. 

We went through an RFI and RFP process before going to market. We specified our requirements. We went through a series of presentations from vendors to determine who could meet our needs. And we looked at five, and we narrowed it down to three: KeyedIn, Daptive, and Planview. The process we went through there made it clear that it didn't really matter which tool you chose; what mattered was whether or not you felt the implementation process was going to go well. In addition, we compared user feedback to how well the user would interact with the tool. Against those two key criteria during the implementation process, Planview outperformed the others at the time. Based on user feedback on the UI and usability, Planview came out on top.

My advice would be to be very clear about requirements and the associated value. Planview, like many other tools, has a broad range of capabilities, it does some things well and some things not so well. If the things you want to do are the things it excels at, then use it. If you want to do other things, this is not the tool for you. I would be focusing on the requirements against the capabilities, the core capabilities of the tool, rather than the features that may or may not have been added.

It does what it says it will do, and the majority of it is fairly simple to do. I would rate Planview Enterprise One a seven out of ten.

Enterprise One is a centralized area to allow project portfolio and planning managers to track, schedule, organize, and begin the billing process for projects. That's it in a nutshell.

Our company as a whole is using both cloud and on-prem right now. For project management, we have business sponsors, we have businesses, and we have IT. IT has chargeable projects and we account for all of the application work that's happening and that's done on-prem. The business side has recently started moving over to Planview on the cloud. So currently we're on-prem. Potentially we could end up being on the cloud as well.

We have all the projects in Planview on-premise from an IT perspective. We know if we wanted to find out about a project, scheduling, or who was working on what, we'd be able to find that out with Planview. Planview highlights the human resource hierarchy within it in our on-prem solution so we know who's working on what projects.

Enterprise One provides a variety of types of resource assignments for assigning work to people.

It also allows program managers to group work together and see the resource demands and cost at a consolidated level. I have five different projects and I can do that.

We use expenditures quite a bit. We put in forecast expenditures and then we actualize them below the line in the little box in the bottom tray. Being able to track the project with relevant milestones is also valuable. Milestones are valuable because it helps us to keep the project on track. The expenditures are valuable because we need to be able to understand expenses that are beyond the regular resources in the projects.

I don't believe we're using the resource capacity to the highest extent. The project managers and resource managers are managing that outside of the tool. There are a few select Planview experts areas that are utilizing resource management to its full extent, not in my company though. 

Its ability to create summary reports across multiple projects is good. Our solution on-premise is a bit hamstrung though because we don't have Power BI. It's on the Oracle platform right now. It's not at that level for some of the reporting, but the reporting that we do have is good. Even our Planview administrators can make new reports if required.

It feels like Planview is moving away from Oracle and guiding people towards SQL server. For us to do a migration like that, it's going to be very costly. I don't know if they'd be able to support their analytics solution through Oracle or not. We'd love if there was a way to do that.

We don't use the summary reports on-premise to go to upper management. At least in my case, there are some areas within the bank that are using it. I know that we've got the data flowing out of Planview on-premise into our own recording database and we're using Tableau to report up there. We've created the functionality that we didn't see in Planview on our own.

There's integration with Planview Enterprise. We've created an integration with all the data out of Planview and we pull all of our other project management tools into this database, as well as other relevant interfaces, such as HR. We're looking at getting JIRA in there as well.

To a certain extent, it does facilitate end-to-end management but we have to use multiple tools. We're using our MIS in-house tool along with Planview. That may not be a limitation of Planview. It's likely one of our company's needs.

I find it a little difficult to forecast the remaining effort but even though I've been using it for years I don't think that as a company we have been using it to its full extent. There is probably a little bit of process change that's required on our side, as well as understanding as to how Planview works with forecasting.

It's more internal for us to look at from a process point of view, to understand how the forecasting works. We're a bit unique because we're also using another tool called MIS along with this application and it's integrated with Planview Enterprise One. It gets a ton of the information from there and that's where we're actually relying on financial forecasts.

The integration was okay until Planview changed its integration software from Appian. They have Integration as a Service now and we're not using it. We're continuing to use Appian with our own licensing of the software for on-premise.

Being the IT development manager who implements the upgrades for Planview, I would love to see more thorough testing of expenditures and more thorough testing in general. When we do an upgrade, we have to do quite a bit of testing because we can affect the bottom line. We have to understand that Planview is upstream from our financial tool that derives the capitalization of applications. We have to do extensive testing and when we implement a release, we find numerous bugs and we have to have hot-fixes and patches put in on top of whatever we're testing at the time. Because it's such a huge amount of effort to upgrade the application we can't go to the next release, even if it has the next fixes on it because we're going to have to redo all the testing. We'll set the project back months, and then we find another bug. It's very difficult. If we can have better and higher quality testing coming from Planview software, then we'll have higher confidence in putting the software in and not testing the out-of-the-box functionality.

I have been using Enterprise Pro since 2012. 

The application has been around for a long time and there's some legacy framework that's still hanging around in the background that hinders them from moving forward. I think it actually hinders their stability at the same time. I know that Planview addresses it, but I think not addressing that legacy code framework is limiting and it is reflected in Planview's stability.

We have over 10,000 resources within Planview on-prem, so it seems pretty scalable. They used to enter times, so you could consider them users at one point. I think there were 10,000 to 12,000 users. There are around 1,200 project managers.

I have eight to ten people working for about four to five months to do an upgrade. After the upgrade, there are probably only a couple of people for maintenance but we have a full production support team that has a large budget on a yearly basis to support Planview. Not just Planview, but our whole project and portfolio-management system, from Planview all the way to our other integrated systems. It's mostly testers. We've got a lot of QA analysts, a QA lead, plus infrastructure technical leads, and then technical systems analysts.

From my experience, I think their overall tech support is good. They've got a Planview ticketing system. I don't know if it's us or what but it just seems like we do have to escalate sometimes unless they've heard of this issue before with other companies, whenever there's an issue. I think they're pretty good. From a development point of view, they're pretty good.

I've been dealing with them for so many years. Recently, their turnaround time and knowledge are good. If something new happens, then they have to get their legs right. I think part of their development was moved offshore at one point and we were right there at the beginning of it. It wasn't the best. Everybody individually was trying, but as a whole, they just had to figure out the process. Once they did, then they were able to work things very well. We had to have a little bit of patience.

I was around for the upgrade and it wasn't overly complex, but it's not an upgrade. It's an installation and a migration of the database, which is into itself complex. If you could just do a simple upgrade and not have to worry about that, that would be so much easier, which is my experience with other applications.

A typical upgrade takes four to six months and costs half a million dollars. 

In terms of strategy, we have to use swing equipment and we set up a parallel environment all the way from pre-production into production. Once we are confident in each environment level, then we can move on from dev to QA. Then once we're happy with QA, we've done our full functional system testing, integration testing, and all-inclusive regression testing, then we can promote it to production. There's so much configuration that's done after and because there's so much configuration done after you install, that's what makes it complex. Planview does a configuration upgrade because all of their configuration is captured in the database. They'll take an extract of that and then they'll work on it and provide it back to us so that we can apply it into our environment. It's not the easiest thing to do.

Every time we do an upgrade, we have to have Planview heavily involved. We end up spending quite a bit of money on just the Planview consultants to do the upgrade which is on top of the half a million.

We do have to be on top of them. If we're not on top of them, then they're not there, but it takes two to tango so if we end up getting caught up busy working on our environment, and we don't go and talk to Planview, then all of a sudden they're not available anymore. But when we do need them, sometimes we do have to escalate to get their availability.

I would rate Enterprise One a seven out of ten. I give it this rating because of the quality when I do the upgrades. There are just so many things and I feel like it's a commercial off-the-shelf piece of software. I feel like I shouldn't have to have my team testing out-of-the-box functionality.

It is for total strategic management, portfolio management, etc. It is used for end-to-end projects from the beginning to the end. Our entire company is using it.

I am a developer. I work on RBI reports (financial reporting) in Enterprise One for our business leaders.

The product has been good. The strategic planning started in 2017. They have been making good decisions based on the data that is available in Planview. They can do a drill down to the results level and what is happening exactly in every project.

They are trying to use the product portfolio. I had news that our management team is trying to get the product portfolios in place. It's about to launch.

The integration stuff from tool to tool, like Projectplace to Planview, to manage projects is the most valuable feature. It keeps all our tasks up-to-date. It closely follows up with everything, which is really cool.

From a reporting angle, it is flexible. We can use it in multiple ways, like with the in-house dashboards inside of Planview. With the security and all its options, the data can be limited to the extent of that user's need based on their roles, which is awesome. There is a lot of connectivity to a number of tools.

We had issues with the data rephrasing. 

The integration stuff is not going so well. I heard that there are a lot of updates to version 18. It is almost 40 to 50 percent updates on the integration part. We should feel the difference and our problem should be resolved.

I am looking forward to exploring the bots on the recording part. This will really help us out when it is added.

The stability is good.

Impact-wise, more users and teams are getting onboard, seeing Planview within the organization. People are using it in IT, engineering, manufacturing, R&D, etc. Users are increasing daily.

Technical support is awesome. I personally know Natalia. I have been interacting with her for my last couple of calls. Whenever we have support, we raise the last developmental request, and they are very good. They're very helpful all the time.

The product is a nine out of 10. I need to give a little space for improvement.

It's primarily for project and portfolio management, which includes resource assignments onto projects as well as financial management of our projects.

When we implemented it, we were able to intentionally assign resources to the projects that they've been approved for. Previously, we didn't have a way of restricting resources from charging time against any active projects that we have. By utilizing Enterprise One, we were able to reflect and show the resources when they went to enter their time sheets for only active projects and projects that they were approved to work on. This meant that they were charging hours against work that their project manager was expecting them to work on.

We are still going through a lot of transformation as an organization on the whole. Planview is a good partner because one of the ways that we have tried to change our strategies is to move to a product-based approach. I think Planview will help us with that.

It has helped to transform our organization’s delivery. It is enabled us to see actual planned start and end times of projects, then we can look back when the projects actually closed out. This gives us an opportunity to look back, and say, "Why did it take us so long to finish a project, especially if it went above the proposed plan?" It also manages our costs to say, "Based on how we're trending on our costs, how are we going to finish within budget? Are we likely to go over budget?" This also affects schedule.

Planview has helped connect funding and strategic outcomes with work execution because we utilize the strategic module within Enterprise One to help with that work.

The biggest impact has been resource assignment and management. It has helped us consolidate those and be very intentional as far as the tasks that resources are assigned to track. It has a big impact on our financial planning as well.

The most valuable features are the resource management, the time sheet entry and usage, and the financial planning. With our projects, we primarily focus on resource assignments, as far as determining the actual forecast and actuals of our projects. A lot of it is based off of the resources utilized on those projects. The time based helps us capture the actuals. The amount of time people are spending on working on their project tasks. Because they've built this into the schedule, so we can build the forecast. With financial planning, we're able to look back on what our variance is and if there is anything between the scheduled forecasted hours, dollars against the actual hours, and the costs that they utilize.

We are able to adjust it based on any process changes that I've identified as far as our work types and the way our workflows work. We're able to go in there and make those changes ourselves. It's helped us because we can do some self configurations.

I would like a bit more flexibility, as far as the configuration, and have additional capabilities to configure, making it more flexible for our use.

It's very stable. I am very happy with the stability.

It is very scalable. I think it's helping us grow, as far as we are a changing organization. Planview has been able to grow with us in that respect.

We've used that technical support. We have faced some challenges with some of the enhancement requests that we might want information on and the process it takes to get some of those changes put in. The process has improved from when we first implemented it. We have noticed a difference. 

I am leaning towards rating the technical support a seven and a half to eight out of 10. I would expect that next year, I'll probably be able to rate them a 10.

We're using Innotas at the time, which is now Planview PPM Pro. Ironically, we didn't realize that they were going to be acquired by Planview when we started using it. We switched over just for maturity and to have better financial planning and reporting application as well.

It was a bit complex due to the change nature of the product from where we were with our old legacy application, then moving onto Planview. Once we settled in, it became easier to use and manage.

We partnered with Planview in terms of the initial deployment. They had an onsite consultant who helped us with the configuration and creating the test environment before we were able to cut over and move into the extra production environment. The experience with them was very good. I would rate the experience as a 10 out of 10. We had a very good cut over experience.

We don't track the ROI. I think that there is some ROI available just based on the cost of how much we've been spending on our portfolio the last year and on how Planview has helped us manage those costs.

From PPM Pro to Planview Enterprise One, we did not evaluate other vendors. We already had the relationship with Planview from using PPM Pro so that helped us. Planview came to us very receptive. Also with the costs, they were very understanding. Knowing that we were an existing customer, they were very much willing to work with us to make sure that we were able to transition to Enterprise One.

I would rate them as a solid nine out of 10.

Give Enterprise One a fair consideration. It is very scalable and flexible with the changes that we are seeing with version 17. There are a lot of integrations, so the capabilities are much broader than what you may initially perceive. I would definitely put it up there as a product that is as good, if not better, than anything that's out there in the marketplace that is similar.

We are not yet using the Lean/Agile delivery tools, but we're hoping to do so in the next couple of months.

Our primary use cases are for using the requests, the work and resource planning, and the financials.

We are hoping to add a planning module strategy so that we can better track our program, work, resource capacity planning, and have a better handle on our financial forecasting.

Enterprise One allows us to provide a single-source view of our IT portfolio, how it aligns with the strategy of IT, and shows us the big picture of our workforce and where we're investing. 

It has also helped us with prioritization of projects, through alignment with strategic objectives. Our business areas are not using Planview, and it's difficult for us to align with the prioritization, but it shows a picture of how we believe we're aligning with their strategy.

This allows us to work with the business to help us find the priority of work, the work that we should be doing to move the business forward, as opposed to, "Here's the list of the things we want done." We can focus on the things that are needed now, as opposed to just a big list of work.

Having Enterprise One has increased our on-time completion rate by 40%. 

The work and resource planning are the most valuable features. We are able to track our IT portfolio of approved work and assign named resources to the work level, have a better handle of our resource capacity, and the ability to take on additional work. The financial planning helps us with making sure our investments in IT are aligned with the strategy of the company.

Enterprise One provides a variety of types of resource assignments for assigning work to people. It's very easy and straightforward to configure these assignments. Planview allows us to see the entire workforce. We can see where our skill sets of people are, what they're working on, and allows us to make informed business decisions based on priority. 

We don't use the full project management piece at this time, but we're working towards that and becoming a more agile workforce. We are working towards tracking our work better. We're just getting started on that piece of really understanding the phases of our work and conjunction with our spend.

Its view into resource capacity and availability helps us to manage work by entering our resources into the work and assignments to understand where our resources are working and looking at the skill sets, aligning them to our priority work. Some of our higher paid resources are working on our new development and understanding how to align our resources better through the financials and the skills that we have attached to those resources.

Enterprise One does a very good job of allowing us to create views across different projects of our resources who are working on multiple projects to understand the capacity of our resources. This feature affects our ability to share the big picture with management. We are able to show our management our extended views, our forecasted views of our approved work, and help make suggestions on where we could better align our investments and our resources.

It also provides end-to-end work management but we are using it with a combination of another tool, JIRA, to get that full picture. It gives them a better insight into the projects that are going on when they're scheduled and the available resources they have for the work and their budgets. 

The resource area needs improvement. The improvements that have been made recently in the later versions have been good improvements, but I think there are some more improvements needed there.

I would like to see where we could add a few of our own fields and be able to track some additional information such as release information attached to the pieces of work so we can tie our accounting codes into the work and the release at the resource level.

I don't think there's been a lot of investment in the request area. That's our intake and it seems to have remained the same over many years. I feel there's a disconnect from when we enter a new request, and if we approve it and dispatch work, the request and the work are then disconnected.

We've been using Enterprise One since 2012. 

It's very stable. We've had very few incidents.

Scalability is very good. It's very scalable for our organizations. We're a small implementation, we have 140 users. There are resource managers and application managers. We have senior staff who are mostly reporting, admins, and some architects.

For maintenance, we have two admins and two owners. One is a business owner and one is a technology owner who oversees what's going on. The admins are technical people from the development staff and the business owner would be like myself, who is more process-oriented around how we use the tool and what type of reports are needed.

Within the IT division, we have a 100% adoption rate. We have plans to increase usage. We're working with two other areas now to see if they will adapt it.

Their support is good but not as good as it was a couple of years ago. Since it's moved out internally from Planview to being outsourced, it has not been as responsive. It's still very good. We get where we need to be but it takes longer for us to get to support at times.

Before Enterprise One we were using Excel. We switched to have a more robust centralized system that we could do more for reporting. We wanted to have a centralized area for everything in a dependable system that we could do better reporting.

We've used PeopleSoft which is an Oracle product and Microsoft Projects.

The initial setup was complex. I think it was because of the consultants that were sent out to help us. They didn't understand our model and I think they were a little junior. They sent us a brand new person. We were his first assignment and he wasn't sure of how to set it up properly so we went through several consultants and rework those over about a six month period. Our deployment took six months. 

In 2012 our implementation was the basic Planview which we used the request to intake the work projects, to capture our approved book of work for portfolios work and resources to understand the capacity of our workforce.

We have seen ROI in the sense that we have fewer people involved in tracking work and resources than we did in the past.

It would be nice if all of the licenses were FLEX. They've been fairly stable with their pricing over the years.

We evaluated five other solutions. They were PPM solutions from Computer Associates, HP, and a couple of other smaller ones, mostly the ones in the upper right corner of the Gartner quadrant.

Some of the others were much bigger and more costly solutions. Planview seemed to meet our needs where we would need just one solution. We might have needed others to compensate for some of the areas that they didn't do as well as we plan. Microsoft had a product but their financials were nowhere near what we needed. We would have to have a secondary tool for that. Planview offers the best all-around package. Enterprise One is equal to them when it comes to intuitiveness and ease of creating reports. Oracle also requires more training.

Planview is a very well designed application that with a little bit of training can be easily adapted by the entire organization. The different modules really round out the product, which gives it an advantage over some of its competitors.

Enterprise One is a very reliable product and offers robust reporting. The company is very in touch with their customers.

I would rate it an eight out of ten.