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Planview Enterprise One Primary Use Case

Planview Portfolio Support Analyst at Thermo Fisher Scientific Inc.

Currently, we're building out a model for managing work for timesheets in Enterprise One, and then syncing that work to LeanKit for teams that want to use LeanKit. This would include test agile costing functionality, as my organization shut down that feature before I joined, and now I want to run it as a test case due to the fact that I believe that we need it.

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Planview Administrator and Robotic Process Engineer at a financial services firm with 10,001+ employees

We use it for contractor and associate contracting which reflects directly to project resource, "our spend". We do a calculation based on the vendor that the contractor is through, as well as each associate has a per hour rate that is applied to the project to attract the spend applied to that project from the resources. 

We also track the number of hours spent per application. Every application in our bank has the application code that we tied back to Planview so that we can track and see how much time is spent within the application, either with upgrades, maintenance or break-fix type of situation and also to report. It's primarily for tracking reporting.

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Project Administrator at Texas Mutual Insurance Company

We've been using Enterprise One for a long time and we mainly used it largely for a lot of traditional waterfall, project management, resource management, and things like that. We were just about ready to pull the plug on them but we had a renewed effort in using it.

Over the last months or so we've re-engineered it a little so that we can hopefully get a little bit more of the agile use out of it. Being able to balance the old traditional resource management, costing, and stuff like that, with the new agile way of doing things as they were. We do have integration between Enterprise One and JIRA and we're trying to pull over as much of that information as we can from JIRA so that the people, the frontline folk, are doing their day-to-day work in JIRA and we have more of the product owners, project managers, program managers doing the high-level planning work in Enterprise One.

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Learn what your peers think about Planview Enterprise One. Get advice and tips from experienced pros sharing their opinions. Updated: January 2022.
564,997 professionals have used our research since 2012.
Senior Analyst - Technology at LPL Financial

It is primarily used for project and portfolio management within the technology department. Only our technology department is using it. It is what we use to manage our technology work in terms of resource assignment, timesheet submission and entry, and work schedule.

We're on version 18. They do monthly versions, so we are just a couple of months behind at this point. We're using the June 2021 version.

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Enterprise Program Management Office, Center of Excellence Leader at a financial services firm with 5,001-10,000 employees

My company uses the solution to do investment planning, project and program management planning, and they do some resource management using that primarily for cost forecasts.

I work on one of the support teams here. I do some configuration and I do some training as well as some design work that involves configuration within the tool.

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Vice President, PMO Portfolio Management at a insurance company with 5,001-10,000 employees

We use it for change control for all IT changes in the organization. It is used to do the project work for anything that is changing from the technology perspective. We also use it for forecasting and planning work on the projects. We don't do detailed planning in Planview.

We are using the July 2021 version. It is a cloud version. We use Planview's cloud. They host it for us.

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Enterprise Portfolio Manager at Wellmark

We have historically used it for resource management and project, so, work management. They're maturing different pieces of the resource management and the work management to leverage some of that. Other use cases that we've started with would be planning, strategies and outcomes. We have it initially built out from a beginning use case and continuing to mature that as we roll out some change in the organization of moving to a strategically managed portfolio, not just a tech portfolio.

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System Administrator at a financial services firm with 1,001-5,000 employees

Our primary use cases are for portfolio planning, forecasting, budgeting, and obviously reporting. The project managers input for projects, input resources for proper forecasting, and for budgeting. It's the same with our resource managers to monitor their teams' capacity and then also for finance purposes for our annual budget planning.

We don't use the solution a lot for the project planning itself. As far as tasks and milestones, we don't use some of the features to see what stage a project is at. We really just use it to input the project. We actually use outside applications to manage a project in most cases. 

As far as project planning, entering specific tasks and resources assigned to the project to forecast those projects is about all we use it for. And then, of course, start and finish dates. The flexibility to use a certain finish date is nice, but we don't really go into the project details in Enterprise One.

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Senior Manager at a financial services firm with 10,001+ employees

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.

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Sr Program Controls Analyst at a energy/utilities company with 10,001+ employees

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.

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Portfolio Manager at State Of Delaware

Our primary use case is for all of our agency's IT work that will be recorded as projects and/or contracts that we have with our agencies from an IT department perspective.

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

We use E1 to track scope, schedule and financials for R&D projects. Some R&D teams even use E1 for RCCP. 

E1 used to be used to track Transformation projects.

E1 have a very useful tool to bring accountability back into projects, make it very easy for us to assign teams and resources to activities in project and track the progress effectively.

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IT Architect at a healthcare company with 1,001-5,000 employees

Enterprise One supports our portfolio planning and approval process. People who are interested in having a project done would enter it in Planview and we would use Planview to facilitate the approval process. If it's disapproved, then we would cancel the entry and nothing would happen. If it's approved, then we use the tool to facilitate the execution of that project from a cost estimation and management resource as well as tracking the project progress and current status.

We also use it for risk management and to facilitate change management.

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Supervisor ITSP EPMO at a energy/utilities company with 10,001+ employees

We have a portfolio of 81 projects that are all related to IT. I work for an oil and gas company, but my customers are IT. So, the use cases are related to the active projects that we're currently running through the organization. We have CTOs that are working on it, so we use it for capturing time and dividing time. We use it for the entire lifecycle of the projects, and we also use it for planning our next cycle, such as 2022 planning opportunities.

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Director of IT at a educational organization with 10,001+ employees

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.

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Enterprise Architect at Qualcomm Incorporated

We use this solution for managing our application portfolio. We do some lightweight business architecture connecting to our portfolio. We started rolling into the information portfolio and connecting that also to our application portfolio. Those are the primary use cases. It's also to support the bigger M&A activities that we have in our company.

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Senior Director at a pharma/biotech company with 10,001+ employees

We use Enterprise One to capture everything in IT that we're working on from projects that require capital funding, to running the business. We are doing everything from soup to nuts, including timesheets. We've established the full implementation.

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Team Leader at Wellmark

We not only use Planview for resource allocation but also for tracking financials towards the projects that we have set up. We also have financials and resource allocation and we also use the project planning piece of it.

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IT Project Analyst at Tractor Supply Company

I am part of the admin team that uses this. So we kind of help run it behind the scenes, but company-wide, we mainly currently are just using the project management system for our IT projects. We have a few business projects that have started using it, but it's still mainly only with our IT organization. And in planning for next year will be the first time that we have used it for our annual planning purposes. That seems to be working really well.

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Manager, Program Management Office at a retailer with 10,001+ employees

We are using Enterprise One to track our epics and the hours worked on them and related work items. In that effort, we have implemented the task top to bring in both import and export data into our Jira instance.

We are also just now getting into the investment capacity planning features. In the past 18 months, we got Enterprise One set up and now we're getting into investment and capacity planning. Eventually, we want to move more into portfolio management and then road mapping and some of the other features that the software has.

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IT Business Office Group Manager at a financial services firm with 1,001-5,000 employees

My primary use cases for this solution are: 

  • Time reporting
  • Portfolio management 
  • Capacity planning
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Planview Administrator at AXA XL

We are using it for timesheet and resource management and project management activities. We also use the analytical reporting, including SSRS and Power BI.

The solution is on the cloud as a PaaS.

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IT Portfolio Management Senior Consultant at CNA Insurance

We use Enterprise One for our Project/Portfolio Management. I'm new so I'm still learning about the tool but from what I know so far, right now, we mostly use it for tracking, status reporting, budget/financials/contracts, level of effort time tracking, and project governance.

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PPMS Manager at a pharma/biotech company with 10,001+ employees

At the moment, we use it for work and resource management modulesmainly in the area of R&D. In addition we started using the modules Planning and Outcomes in several areas for solution and program management.

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Senior Consultant / Project Manager at a government with 5,001-10,000 employees

Our primary use case is to provide an overview of the status of multiple programs and projects. We're doing many programs and projects at the same time and this is a way to provide a consistent way of reporting on their status and progress.

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Learn what your peers think about Planview Enterprise One. Get advice and tips from experienced pros sharing their opinions. Updated: January 2022.
564,997 professionals have used our research since 2012.