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Planview Portfolios Pros

Bobby Ozuna - PeerSpot reviewer
Planview Portfolio Support Analyst at Thermo Fisher Scientific Inc.
Enterprise One provides end-to-end work management for the full spectrum of types of work in one tool.
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MK
Senior Analyst - Technology at LPL Financial
The resource management and assignment features are valuable. The timesheet management is also valuable because that is a requirement for us. So, the ability to see timesheet forecasting and timesheet actual submission from resources has been very useful and valuable to us.
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NS
Enterprise Program Management Office, Center of Excellence Leader at a financial services firm with 5,001-10,000 employees
The solution view into resource capacity and availability helps us to manage work.
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Buyer's Guide
Planview Portfolios
September 2022
Learn what your peers think about Planview Portfolios. Get advice and tips from experienced pros sharing their opinions. Updated: September 2022.
633,952 professionals have used our research since 2012.
GS
Vice President, PMO Portfolio Management at a insurance company with 5,001-10,000 employees
We use time reporting. We convert time reporting into financial costs and do contractor and capacity planning for our resources. We track our work. So, that's the module we use extensively. As a matter of fact, we have upwards of 300 open projects at this given moment. It is pretty close to 300 open activities that are working.
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RB
PM Systems Analyst at a insurance company with 5,001-10,000 employees
We provided whatever feedback we had to the Planview team, and they went in and built those additional features that we requested. For example, they created a great way for our users to search for a specific resource, project, program, or role. We were not using some of the features, and we wanted them to not be visible, and they helped us with that. They also brought a feature to provide visibility into when a resource was never assigned to any task. There was no visibility to this before. This feature was really very good for visibility into the resource portfolio.
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NB
Sr Program Controls Analyst at a energy/utilities company with 10,001+ employees
The flexibility on offer is very helpful in meeting the organization's needs.
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PN
Project Manager at a manufacturing company with 10,001+ employees
Its ability to create summary reports across multiple projects is one of the best features. They have very good data warehousing. You can put that out. You can tell that data warehousing from Planview Enterprise One is excellent.
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Paulina Van Manan - PeerSpot reviewer
Supervisor ITSP EPMO at a energy/utilities company with 10,001+ employees
The sheer amount of information available in one single interface is valuable. Everything is there. It is also a lot of work to maintain all the information, but generally, you can find everything you need within this one tool.
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MG
Senior Director at a pharma/biotech company with 10,001+ employees
Its view into resource capacity and availability absolutely help us manage work. We can't plan out projects for delivery until we know if we have resources available to deliver them. That's been really critical. We look at our projects and see what availability of resources we have. That helps us to determine when we can start new work.
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Katherine Gallegly - PeerSpot reviewer
IT Project Analyst at Tractor Supply Company
I would say it works really well for forecasting remaining effort, especially in terms of forecasting the dollar amounts. We've gotten pretty good at adjusting rates because we have a lot of contract workers.
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Planview Portfolios Cons

Bobby Ozuna - PeerSpot reviewer
Planview Portfolio Support Analyst at Thermo Fisher Scientific Inc.
The solution is stable. However, it's so robust, there's so much data, that it has the tendency to lag.
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MK
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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NS
Enterprise Program Management Office, Center of Excellence Leader at a financial services firm with 5,001-10,000 employees
The out-of-the-box reports, as far as I can tell, are weak. We've had to build a lot of reports using Power BI, which we connected to it.
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Buyer's Guide
Planview Portfolios
September 2022
Learn what your peers think about Planview Portfolios. Get advice and tips from experienced pros sharing their opinions. Updated: September 2022.
633,952 professionals have used our research since 2012.
GS
Vice President, PMO Portfolio Management at a insurance company with 5,001-10,000 employees
It is not an end-user-friendly product, and that's really the biggest thing. The hardest or the biggest hurdle I've ever had to face was adoption. I did the installation of the HP product in 2011. The company used it from 2011 to 2015, and the adoption was very high. When I was given the Planview product, adoption was very low. It wasn't as extensively used. We actually had people who wanted to go back to HP PPM because the interface of Planview was so broken, and it still is to some degree. So, it is not user-friendly. It doesn't flow the way a project manager thinks. What we did with HP PPM was a lot more manual programming. It wasn't as nice in terms of the interface, and it wasn't as pretty, but you could design it and build it so that everything flows with the way you worked, but Planview doesn't quite do that. There are a lot of screens. You have to jump back and forth. There are so many different places you have to go to just to do some basic tasks. That's the biggest thing that has really hindered adoption.
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RB
PM Systems Analyst at a insurance company with 5,001-10,000 employees
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.
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NB
Sr Program Controls Analyst at a energy/utilities company with 10,001+ employees
The only area that I can see currently needing improvement is just the modernization of the look and feel of it.
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PN
Project Manager at a manufacturing company with 10,001+ employees
The number one thing that needs improvement is the UI. It should be easy for a casual project manager. It should provide customizable screens that can be a choice for project managers to choose as a professional level, medium level, and a very easy level.
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Paulina Van Manan - PeerSpot reviewer
Supervisor ITSP EPMO at a energy/utilities company with 10,001+ employees
Its reporting needs to be improved. My main complaint when it comes to Planview is that it is good to maintain all the data but to actually use the information that is in it, you actually have to use a different tool. We use Power BI. So, we pull all the information, and then we use a Power BI dashboard to stage or look at the information.
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MG
Senior Director at a pharma/biotech company with 10,001+ employees
The scheduling's kind of clunky in terms of its ability for us to see what stage work is at. They could have done better with that. It can be difficult to use.
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Katherine Gallegly - PeerSpot reviewer
IT Project Analyst at Tractor Supply Company
One big issue we have been having during our annual planning is that only the creator of a portfolio can edit it. This means that only the creator of a portfolio can edit which projects are included or excluded in it.
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Buyer's Guide
Planview Portfolios
September 2022
Learn what your peers think about Planview Portfolios. Get advice and tips from experienced pros sharing their opinions. Updated: September 2022.
633,952 professionals have used our research since 2012.