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Planview Portfolios is used for work management, scheduling, and milestone communication, resource management, and financial planning across multiple departments to create an enterprise-wide picture of the health of the organization. I use it to track and communicate key items to stakeholders around the organization and automate reporting of that information.

I have been using Planview Portfolios to manage the five-year rolling capital plan where there is a centralized location for all projects forecasting and strategic alignment.

I also manage our IT initiatives, and I love that Planview Portfolios enhances visibility. Visibility into our work and resources allows for better organization and decision-making processes.

The best features Planview Portfolios offers are visibility enhancement, robust system performance, and comprehensive resource management.

This enhanced visibility in Planview Portfolios ensures that all users can easily track progress, identify bottlenecks, and make informed decisions to optimize workflow efficiency. When discussing robust system performance, the system's robust performance in meeting our various work requirements effectively and efficiently stands out. It is very stable and reliable, contributing to a seamless user experience, which enables users to focus on their tasks without disruptions.

I also love the financial breakdown, planning and prioritization, and attribute collection on projects in Planview Portfolios.

Planview Portfolios has positively impacted my organization since I started using it. It has enabled me to gain insights into the full scope of work consuming resources. I am able to know where the resources are being consumed more, especially which resources are consuming the most. I have been able to leverage resources management and resource time reporting, which enabled the generation of $90 million in annual revenue through labor billing to customers.

User information and resource information in Planview Portfolios are separate. I wish automation worked better because, although some of the automation has been done in the user creation using UiPath, I do not find any necessary documentation for better understanding.

Additionally, there should be plenty of resources online, such as tutorials and videos on how to guide and how to use Planview Portfolios, especially with its robust features, explaining each feature and how it works. That would make the onboarding process smoother and easier.

I have been using Planview Portfolios for at least five years.

Planview Portfolios is very stable; I have not experienced any downtime.

Planview Portfolios is very scalable because it helps my organization handle operations efficiently and effectively.

Customer support for Planview Portfolios is very proactive and responsive 24/7.

I previously used Microsoft Project.

I decided to switch from Microsoft Project to Planview Portfolios because I find it gives me a better platform to work with projects. With the use of Planview Portfolios, project parties can run stand-ups and interact with the cards on the boards more readily, promoting collaboration.

I have seen a return on investment with Planview Portfolios, allowing for better resource allocation, which increases revenue and productivity. Resource organizations have indicated that they are spending a significantly longer period of time doing their monthly nominations. Planview Portfolios has enabled me to have a better financial workflow, and I am able to make data-driven decisions easily. Additionally, I can utilize built-in collaboration features such as virtual whiteboarding, brainstorming, Kanban boards, and notifications to keep the team aligned. It also delivers a set of shared metrics focused on customer value, such as speed and quality, to achieve business results while being able to roll up objectives and key results in the system where work gets done to ensure strategy informs execution and vice versa.

My experience with pricing, setup cost, and licensing for Planview Portfolios has been cost-effective and fairly pocket-friendly.

Before choosing Planview Portfolios, I evaluated other options, including Roadmunk.

Planview Portfolios helped me generate $90 million in annual revenue through better resource allocation and accurate billing. It was really helpful to manage the budget across different segments. Approval flows in Planview Portfolios are really helpful whenever there is a cost involved, and it would be beneficial if the focus was more on the strategic reports. It is very strategic.

I think Planview Portfolios is great for those who are looking to manage high-level projects. It is a reliable tool for project management, financial planning, resource management, time tracking, and cost tracking.

Planview Portfolios is deployed in my organization using Hybrid Cloud.

The cloud provider I use is Amazon Web Services (AWS).

I also think resource and capacity management in Planview Portfolios is great. It makes it seamless to manage projects, resources, and capacity management.

I would rate this review an 8 out of 10.

For erwin Data Modeler, the use case was to create a data model for the organization. It articulates how data flows throughout the organization. For example, we have an employee table with two types of employees: permanent employees and contract-based employees. Contract-based employees are hired from an external organization. In the table structure, we would have multiple tables including employee, permanent, contract employee, and external organization. However, we did not want multiple tables. We wanted to combine them into one super table to reduce the normalized form. This approach is called a super-type rollup.

We did not use erwin Data Modeler for AI purposes. It was used for the migration part from SQL Server to the Azure Cloud. I did not work on the AI part for that project.

The project I was working on is based in the finance domain. For whatever quarter expenses our client had, we needed to communicate that with the client-side finance team management. That communication was not handled by me. I created the model and handed it over.

The best feature that I loved about erwin Data Modeler is the transformation part. We can create two types of models: the physical and logical models. Suppose there are multiple relationships such as one-to-one relationships, many-to-one relationships, and many-to-many relationships. If we want to reduce the size and optimize the data model, there is a transformation with an inbuilt functionality that helps resolve these issues. When one table is reflecting to ten other tables, it becomes very difficult to find relationships between them. If there are tens and hundreds of tables, finding relationships becomes increasingly complex. However, erwin Data Modeler has an inbuilt transformation that helps resolve many-to-many relationships and provides a better data model. This means I do not have to manually go through each and every table to find the relationships involved.

The tool is also very intuitive and easy to use. It is a simple drag-and-drop interface where we can create ER diagrams and import multiple projects. There is an Excel file where we write all the schemas and columns present in the table along with their data types. This Excel file has a VBA script. Once we finish putting all the data into that Excel file, we generate the model using that VBA. We then import that file into erwin Data Modeler and it is almost done. The transformations and other operations are the later part of the process.

As we all know, AI is taking up a majority of things. I felt that erwin Data Modeler is a bit of an outdated tool. It needs a new look and integrating AI into it would be much better for learning. AI would guide us on what operations we have to go through. If we are stuck somewhere, we could query the tool directly and ask about data modeling operations, and it would help us. Otherwise, we have to search on YouTube or Google or other sources to learn how to use erwin Data Modeler. An inbuilt guide within the tool would be much better, and an AI guiding tool would be even more helpful.

I have been working in my current field for three and a half years.

I have never faced any instability issues.

I did not have the opportunity to try other data modeling tools because my company had only one data modeling tool with just one erwin Data Modeler license.

I joined the company after erwin Data Modeler was already deployed. Whatever new data models came up, I had to make the data models and hand them over to my superiors.

I have no idea about the setup cost because I did not buy the license.

I would appreciate more information because I do not have much knowledge about PeerSpot. The team that contacted me on LinkedIn talked with me about erwin Data Modeler. I worked on it for four to five months. The last time I worked on it was last year in August. It is not difficult to learn how to use erwin Data Modeler. It is very easy, and there are reference materials available on YouTube. I did not face any difficulties learning the tool. The issue was not with erwin Data Modeler itself but with the organizational constraints. I did not have access to everything, which prevented me from exploring the tool further. I would give this review a rating of eight out of ten.