We're a global company. The biggest thing for us was to find a digital solution that enabled our global company to see everything across the globe. We have a lot of different groups at this point going up on it. We have manufacturing facilities, quality, human resources, IT, etc. The whole gamut is using Enterprise One, then beneath that we have certain groups who are using Projectplace and we will be implementing LeanKit as well.
Sr Program Manager at Fresenius Medical Care
The collaboration piece gives us visibility and the ability to view what is happening in our organization
Pros and Cons
- "The biggest impact has been getting all these global groups into one space so we can even have intelligent conversations about what are we trying to accomplish. Before, it was just different regions doing whatever. Now, we're all talking the same language, and that's good."
- "We have almost like a third-party group who has to do a lot of our configurations. It's a bit painful for us anytime we want to make a change. The other issue is that we have different groups all in the same instance. So, if one group wants to make a change, it impacts everyone. Then, we all have to come together, to say, "Yes, we approve this change, or no, we do not." Thus, it has not been as flexible for us."
What is our primary use case?
How has it helped my organization?
We can see all the different initiatives that folks are working on and have been able to hook groups up, to say, "Let's not redo that. We're already working on that." Instead of having all this duplicity, we have one streamlined group working on it together.
The solution’s collaborative work management has affected our operations. We were in a place of using a billion emails, Excel templates, etc., so project documentation would get lost and no one knew what was going on. From a time savings perspective, the fact that we have Projectplace specifically, with everything in one place and we are part of a workspace where we can go and see what's going on, that has had a major impact in the way that we work.
It helps make sure stuff is aligned to strategy.
The biggest impact has been getting all these global groups into one space so we can even have intelligent conversations about what are we trying to accomplish. Before, it was just different regions doing whatever. Now, we're all talking the same language, and that's good.
What is most valuable?
It gives us the visibility and ability to see exactly what is happening for our organization. Even though we're a global company, we had our Asia Pacific and EMEA groups doing whatever they did. Then, in North America, there was no visibility across the board. So, there was a lot of duplicity and duplication in different projects, initiatives, etc. So, this solution is really giving us the ability to say, "Wait a minute. You're about to initiate this. We've got another group who is already doing that. Why don't we link you guys up together to figure that out?"
This has been a huge win because of the collaboration piece. Unfortunately, our organization has two different tenants of Microsoft Office, which means we can't communicate on teams, as an example. So, we have groups utilize Projectplace in place of that. Therefore, we can all talk, understand what's happening, and communicate that way, which has been amazing.
The colloboration between Enterprise One and Projectplace has been good because we didn't have a standard place to do this type of collaboration. There are a billion emails with Excel sheets, etc., and the way that we've utilized it is from the PM up. They are in Enterprise One, and they build their plans, doing whatever provides good reporting for our executive level leadership. Then, at the team level, there is Projectplace. The fact that we can integrate our Enterprise One down into Projectplace or sync the spaces has been really helpful.
What needs improvement?
I don't find the solution flexible. We have almost like a third-party group who has to do a lot of our configurations. It's a bit painful for us anytime we want to make a change. The other issue is that we have different groups all in the same instance. So, if one group wants to make a change, it impacts everyone. Then, we all have to come together, to say, "Yes, we approve this change, or no, we do not." Thus, it has not been as flexible for us. However, I don't know how much of this is a result of the way that we set up the configuration versus the true flexibility within the tool.
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Planview Portfolios
October 2026
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For how long have I used the solution?
As an organization, we implemented it four years ago. Recently, they created another group, which I just joined. Hence, why I've only been using it for about two months. We're in the process right now of taking out what was put in because they didn't put it in well. We're redesigning our whole Enterprise One configuration.
What do I think about the stability of the solution?
I've only been in it for a couple months, so I haven't really noticed any stability type issues.
Some of it's a bit slow. We are starting to get some Power BI dashboards built into it. Sometimes, we have to stay updated or refresh them, which I have noticed that in comparison to other BI solutions I've used, there seems to be a bit of a lag. However, I don't know how much of this is because the way it's hosted or if it's a true issue.
What do I think about the scalability of the solution?
Because we're in this process, I know that our organization right now doesn't have a very positive view of Planview's scalability because of the way it was implemented initially. So, we're in this whole process of ripping the whole thing out, reconfiguring it, and putting it back.
How are customer service and support?
So far, the support has been really good. We have a third-party through whom we submit most of our ticket issues.
We got to sit down with the technical support face to face to sort of crafting what our solution would look like. I thought that part went really well. They seemed to have a really good understanding of what we are trying to accomplish and what our prior challenges were. So, I feel really confident that the solution they're proposing is going to meet the basic needs of where we need to go.
How was the initial setup?
The initial part of the problem was when they implemented the original Enterprise One, they implemented the most complex version of it. Our maturity level is that we can't get people to follow basic Projectplace. So, we definitely see the roadmap for it to do transform our company's strategy, but we're just not there.
What about the implementation team?
We're going to be doing a fast track deployment with Planview. We have our first meeting to talk timeline on Monday following the Horizons conference.
Which other solutions did I evaluate?
We went to a roadmap meeting with this very specific thought in mind that if we couldn't figure out how to do this in the way we needed to, then we were prepared to walk away from it. But, we did not have another vendor selected because we recognize and can see the power of the tool. It's just figuring out how do we best use it for our offices.
What other advice do I have?
I would rate the product an eight (out of 10). I've seen enough use cases from other organizations who have really transformed the way that they work. It's just clear that my organization is just not there. I have a lot of hope that this product will be what we need it to be once we get this initial configurations figured out.
The biggest advice is to make sure you've done a maturity assessment on your organization. Whatever you initially implement, you're implementing at the lowest common denominator. For us, they tried to go immediately after things like capacity planning and resource management, but our maturity isn't fast. As a result, our users ended up being very frustrated. The other piece would be, when you implement it, think about the users who are doing the work. We implemented based on what we thought our executives would want to see, and that is backwards. Those are the two biggest things. The tool is so big and powerful that it is very easy to say, "I want to do all these amazing things." But, if your business maturity isn't there, you're going to fall and that will hurt.
Which deployment model are you using for this solution?
Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Manager, Project Governance at Clorox
An end-to-end integrated tool where we can look at resources, finances, and tasks
Pros and Cons
- "We can easily see which functions are overcapacity. Before, we did not have visibility into that."
- "Planview has helped us connect funding and strategic outcomes with work execution."
- "When we first deployed, there were some issues. We never got to the root cause of why they happened. Since we didn't have any history with it, we weren't quite sure if this was a standard operating procedure or it truly was a glitch."
What is our primary use case?
The primary use case is project management (PPM) for the IT and PMO departments.
How has it helped my organization?
We can easily see which functions are overcapacity. Before, we did not have visibility into that.
Planview has helped us connect funding and strategic outcomes with work execution. Now we understand that if we reprioritize projects in the pipeline, it will impact downstream capacity.
It hasn't transformed our delivery yet. We are still new at it. We're learning all the functionality, so this is something that we're working towards.
Once we get more comfortable with the tool and the data accuracy, strategy will be a great step forward for us.
What is most valuable?
It's an end-to-end integrated tool. We can look at resources, finances, tasks, etc.
It is very flexible. It's almost too flexible and lets us do stuff we shouldn't do.
What needs improvement?
We want to deploy the program management function. We are not there yet. It's not already part of our solution. It's a further enhancement that we want to purchase eventually.
For how long have I used the solution?
We have been using it since April 2019.
How are customer service and technical support?
I would rate Planview technical support as a seven out of 10. When we first deployed, there were some issues. We never got to the root cause of why they happened. Since we didn't have any history with it, we weren't quite sure if this was a standard operating procedure or it truly was a glitch.
Which solution did I use previously and why did I switch?
Before, we did not have an integrated tool. Now, we can load all the resource and project requirements into a portfolio to see where we have gaps in resources, capacity, etc.
How was the initial setup?
It was straightforward. However, I don't think at the time we understood exactly how all the processes were integrated. So, it was the learning experience for us.
What about the implementation team?
We deployed it with the help of Planview consultants. Our experience with them was good. They came onsite, gave us a training, and were always available by phone.
Which other solutions did I evaluate?
We evaluated other vendors before going with Planview. We chose Planview because of the end-to-end integration.
What other advice do I have?
I would recommend coming to the the Horizons conference first. Ask a lot of questions. Talk to other companies who have gone through a similar experience.
We use the waterfall delivery tools.
I would rate the solution as an eight out of 10, because I don't know all the functionality.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Buyer's Guide
Planview Portfolios
October 2026
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Director, Office of Process and Project Management at Electronic Arts Inc.
Organizes work, provides visibility and accountability
Pros and Cons
- "The solution’s integrated product portfolio has transformed our organization’s delivery because people are a lot more accountable. When you have no accountability, then people don't always deliver the way that you want them to. Once you get accountability, they know that somebody is watching and the way that they manage their work changes quite a bit."
- "The solution’s integrated product portfolio has transformed our organization’s strategy as we continue to roll out different products."
- "Our challenge will be this tool is complex. It is not necessarily easy to start and learn from the beginning. How do you get people who are not professionals to adopt it, use it, and not be mean about it?"
What is our primary use case?
We have a smaller organization than some of the other organizations. We have 10 project managers. We manage it for the customer experience division for electronic arts. Therefore, we do only projects wrapped around how to improve our customer experience. Anybody who plays our games, we want to manage those projects to make life better for our customers.
How has it helped my organization?
We are able to organize work. Prior to Enterprise One, the organization had no visibility in the projects that we were doing. We had people doing random projects, and we didn't know if they were benefiting the business or harming the business. The fact that we have visibility into the work that we're doing along with the status of the work that we're doing has been incredibly impactful.
The solution’s integrated product portfolio has transformed our organization’s strategy as we continue to roll out different products. We started with Enterprise One. We now have Projectplace and are looking to use Spigit. We are also looking at all the different integrations with JIRA and Workday. It really has transformed the way that we do panel work and approach our work and company.
We use Enterprise One for the formal things in our organization that have been gated. So, we go through our fiscal year roadmap and we have X amount of things approved. All of those things are required to go through Enterprise One. There were some required to do phase-gate exits and all of those principles. Then, we have the Projectplace that is more task-oriented, and we have a ton of users on that. That is more task, activities, and people looking at doing agile work or combined work. We found a way to use these tools together. Hooking them together, we will do some great reporting. There are some cool things that we're trying to do with those two that will really change the way that we will work.
These are two different teams. The people who are on Projectplace were never Enterprise One candidates. The fact that we were able to get them to use one of our Planview tools and see that there is potential in it, maybe in the future they will be the ones who are running these projects and programs. Or, at least they'll have an idea of what the Planview tools can do. So, we feel like we're in a better starting place with them.
What is most valuable?
The most valuable to us is that we have a standardized schedule. We're able to put in our phase-gates and everything that we need to make sure that we're operating and running our projects effectively.
We now use WRK14 reports and are moving to other more complex reports in order to manage our business.
The solution’s integrated product portfolio has transformed our organization’s delivery because people are a lot more accountable. When you have no accountability, then people don't always deliver the way that you want them to. Once you get accountability, they know that somebody is watching and the way that they manage their work changes quite a bit.
It is flexible. We started off where we had a workflow that had about 150 steps in it with gates, because we didn't know any different. We went back and talked to Planview about it, and said, "We are in a really bad way. We need somebody to help us." They came back and helped us change everything. They helped us undo all the mess that we had created. They moved us to about a 15 to 20 step process. The flexibility of being able to create something, then redo it if it's wrong as you continue to evolve and partner with Planview is really important to us.
What needs improvement?
When you get a tool, you have to know your business before you get a tool. We didn't know our business. We put the tool in and tried to wrap the business around the tool. That doesn't really work. So, we need to continue to work with them to figure out:
- What do we need?
- What is the best solution?
- How do we work with this tool when we just trying to figure out our business?
We're finally at a good place. Now, how do we restart with it the way that the tool thinks about work. Sometimes, it's just not the same way that we do. Therefore, how do we manage that within the business? How do we manage our internal customers? That's what we really have to work through.
The first step was to have Planview come in and retrain our organization. That was really helpful, at least to make people not so mad, because they hated the tool. They were really nasty about it. When we rolled it out to the organization, we rolled it out in a way where we didn't ask for their help. So, there was a small group of people at the leadership level who went in and said, "Okay, this is the tool we're going to use." But, we didn't really ask the people who are going to use the product. When you do that, they get angry.
They don't love that knowledge. Then, we had to go back, and say, "Okay, we're going to start over. Tell us what your grievances are." We had to identify whether the grievance was with having a tool or as a grievance with Planview. They are two very different things. Once we identified what their grievances were, Planview was able to come in, help retrain, and get some of the sentiment better just about the tool and using a product in general.
Primarily, we were only focused on the project side of it. This year, we are trying to roll it out to more operational people, which is different from project side. On the project side, these are people who are sort of career project managers, product managers, and program managers. They're willing to work with us a little bit. When you move over to the operations people, this is not their business. They don't know about tools. All they want to do is help the customers. They don't want to have to deal with tools.
Our challenge will be this tool is complex. It is not necessarily easy to start and learn from the beginning. How do you get people who are not professionals to adopt it, use it, and not be mean about it? That's what we're trying to work with.
For how long have I used the solution?
We are on year four of using Enterprise One.
What do I think about the stability of the solution?
We haven't experienced any issues with the stability of it. So, I feel confident in the Planview tool. I feel confident in the employees. This is our third year of attending Horizons. Every time I meet more of the employees, I feel better about everything. I just get an overall good vibe.
What do I think about the scalability of the solution?
There is so much that we can do. They have Spigit, LeanKit, and all of these things which are really exciting to us. I just have to go find the money, but it's pretty exciting. It's really great. In regards to Enterprise One, they have resource management, and we haven't even touched that. We are just now getting into resource management. There is a lot that we haven't even scratched the surface with using the tools that we have.
We have a super small organization using Enterprise One. Right now, we are at 20 to 30 users. We have primarily only focused on the project side of it. Now, this year, we are trying to roll it out to the operational people.
With Projectplace, about a year ago, we had one user. Now, we have 108 users on it. For us, that is a huge win when we had to fight for every user on Enterprise One. We're not having to do that for Projectplace. Projectplace is now going out and selling itself into the business. So, we have parts of the businesses which are using it that are telling other person's business.
A specific example is the customer experience support: It is all about making it easier to get back in the game and play our games. We have a group that takes our customer escalations and they're able to take those and look at them in Projectplace. They can get cards and match everything up. We're solving their problems faster. We know what their problems are. We're able to group all of their problems together. These are big wins for us in terms of things that we couldn't do before because we were having to do it much more manually before we had Projectplace. So, it really changed the way that we do business.
How are customer service and support?
I would rate technical support as a 10 out of 10. We have the benefit of being right down the street from Planview. That helps us quite a bit. We have had no shortage of people willing to help. It's been no secret that we did not start off in a good place, but they helped us. Together, we admitted our flaws and they admitted their flaws, then they helped us get back on track.
We were about to quit because we were so frustrated. They came in and helped us. They did things for free that they probably weren't supposed to do. But, they came in and really tried to save us as a customer to understand what the problems were, what we were dealing with, and help us solve the issue, probably to their detriment financially. This was to make sure that we didn't leave and to help us tell the story. I think that signifies a pretty good company.
Which solution did I use previously and why did I switch?
Prior to Enterprise One, we did not have a solution in the business. So, people could use Excel or anything that they wanted.
We also had no reporting. Or, any reporting that we had, it wasn't manual. It was whatever somebody thought it was.
I was hired. We had had six tools come into the environment prior to me coming onboard. So, the company knew that they needed something to organize the work, but they didn't know what. They didn't know why they needed it other than they heard that they needed it.
It was, "Well, we have to have this, and we need it right now."
"Why do we need it right now?"
"Because we do."
Now, we are able to be more structured. We had no structure nor accountability. With the manual reporting, we had no idea if we were on track, behind, or how much we were spending. We couldn't track the way that we did our business. To be able to understand our business and make progress towards our goals, this has been incredibly important. The tool allows us to do that.
How was the initial setup?
The initial setup was super complex. We were being asked questions that we didn't understand. It was pretty clear that we didn't understand. It just wasn't a great experience. We weren't ready for it. It was more complex than what we could take in the environment. We were answering questions on behalf of the entire organization when we didn't know what the organization's needs were. It was complex and compounded by the fact that we didn't know anything, making it incredibly challenging. Some of that was on us and some of that was on them.
If they could walk you through step by step:
- What is it that you're doing?
- What is it that we're doing of this stuff?
- You are making decisions.
We didn't understand the downstream impact. Nobody told us this is a critically important decision, and if you make this wrong, we're going to set up the whole tool wrong. It felt like there were a handful of those. If someone would've said that to us, maybe we would've been like, "Oh yeah, hold on a sec." We probably would've at least paused, which we didn't do.
What about the implementation team?
We did the initial deployment with the help of Planview. We went in and gave them the parameters, and they implemented the parameters that we asked them to do.
What was our ROI?
We have seen ROI with just being able to trace everything, do the reporting, understand the status, the accountability, etc. We have already renewed our contract once. Spending the money on this is a really big investment for us, where with other companies it might not be as much. However, it's a big percentage of our budget. The fact that we've been able to renew is a pretty good indication that the leadership team is seeing value in it.
What's my experience with pricing, setup cost, and licensing?
I think all in we are at $33,000 a year and that includes Projectplace and Planview. We used to have the integration to JIRA, but we don't pay for that anymore.
Which other solutions did I evaluate?
We did an RFP where we selected Planview. It was an RFP for probably 10 vendors on the list. Workday was on there, for sure. However, we did not look at Microsoft Project because we are an Apple shop. That wasn't anything that we ever wanted to do.
The main reason that we went with Planview was something we haven't even used, which is ironic is we wanted it for the prioritization. With the prioritization, we can move things up and down within the tool. We could show our leadership team because prioritization was taking us like a month and a half. We felt with the tool, it could take us just a few hours. We still use it, but we just don't show it to the leadership team. But, it has helped us.
What other advice do I have?
The tool is a nine out of 10. Mostly, because I don't give anything a ten. There is always areas of improvement. We have had a lot of pushback when people started up in Planview. I think we're past the cultural part of it. I don't know what makes it difficult. I think it's more difficult than other tools that people have used. I hear over and over that it's not intuitive. Some of it is counterintuitive to the other tools that they've used. Once they get going on it, they're better. The word within our user community is that features are great, but the user interface seems to be very difficult for our team to use.
The problem is a lot of them came from Microsoft Project, which is really easy to use, but you also don't get any of the reporting. There are just some things with the parent-child relationships and how you link them. Also, there's something with start and end dates and the rolling of them, which really angers them. They just don't fundamentally understand it.
We were not ready for the tool when they bought the tool in. I would encourage people to know their business, have their processes in place, and understand what they're trying to achieve before they go out and buy the tool. Then, they will be better suited for it. It doesn't matter how amazing the tool is, if they don't have the processes and things in place that they need to do, then it's never going to be successful.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: PeerSpot contacted the reviewer to collect the review and to validate authenticity. The reviewer was referred by the vendor, but the review is not subject to editing or approval by the vendor.
Platforms Administrator at a manufacturing company with 51-200 employees
Easy to access information for sharing analytics and reporting
Pros and Cons
- "The most valuable features are the control and visibility that you have for portfolio management in terms of projects and capacity planning for resources along with strategies and outcomes, etc. It's so easy to access information for sharing analytics and reporting."
- "This is giving us huge flexibility to accommodate the company's needs."
- "When I started working with Planview, I didn't know anything about project or resource management. I had to learn everything: the admin side, then the user side of it. Probably, in the beginning, I would implement in the blueprint or workshops more demos. A live demo of how the system works because we would like a little deeper dive in how the application works for us to understand what we need to provide, what we are doing, what we will be doing. Because in the beginning, it was so overwhelming, and we didn't know anything about the tool."
- "Because in the beginning, it was so overwhelming, and we didn't know anything about the tool."
What is our primary use case?
The primary use is project and resource management. Right now, it's just used for technical infrastructure, which is IT. But, we are also configuring it for business.
How has it helped my organization?
We are not live yet. It will make us more "agile" in things whenever we deliver. It will bring better visibility for projects, in terms of: resources, whether we are lacking resources or not, If we are in alignment with the global strategy of the company before a project has been delivered, financials, etc.
The flexibility is whenever we implement for technical infrastructure, we have our business transformation process with targets, etc. Now that we are in the process of configuring for the business, there is a totally different solution. We have all the lifecycles, capability, and capacity to create screens based on workflow, shifts, etc. This is giving us huge flexibility to accommodate the company's needs. If we didn't have this flexibility, there would be one global solution for different processes of project management in the organization.
We are using the Lean/Agile delivery tools. The new solution for waterfall will be extremely helpful in making delivery faster because of visibility that the application brings to us, such as the schedule, resources, and what is happening in the background. Before, we had projects, but we didn't know if we'd have enough resources. We didn't know a lot of things. Now, with this tool, we have the full visibility of what's happening:
- Do we need to hire resources?
- Do we need more project managers?
- What is our capacity?
- What are our investments?
Now, we can see fully into the portfolios and that everything is integrated. For the project financials, we can roll up and spread down. It's pretty good.
What is most valuable?
The most valuable features are the control and visibility that you have for portfolio management in terms of projects and capacity planning for resources along with strategies and outcomes, etc. It's so easy to access information for sharing analytics and reporting.
What needs improvement?
When I started working with Planview, I didn't know anything about project or resource management. I had to learn everything: the admin side, then the user side of it. Probably, in the beginning, I would implement in the blueprint or workshops more demos. A live demo of how the system works because we would like a little deeper dive in how the application works for us to understand what we need to provide, what we are doing, what we will be doing. Because in the beginning, it was so overwhelming, and we didn't know anything about the tool.
You know your process. You know how you work, but you don't know how you're going to put that in the tool. If we had more demos in the beginning to make us more comfortable with the tool, we could have improved the success of the configuration.
For how long have I used the solution?
We finished our configuration in June. We have been proving the solution here and there by running test and everything else. It does work the way that we want it.
What do I think about the stability of the solution?
So far, the stability is good. We haven't had any issues.
What do I think about the scalability of the solution?
The scalability is good. The only thing that is hard with scalability, and may have a little hiccup, are the structure levels that we need to define in the beginning of the configuration. It makes for a lack of ability to be flexible whenever we are scaling, and we are growing as an organization. We are stuck with the levels that we set up in the beginning.
Whenever we define these levels, we state the amount of levels in a way that will allow us to scale in the future. That is our workaround.
Which solution did I use previously and why did I switch?
It's just moving with technology. We cannot be living in Excel files. The company needs to be able to grow. Yet, we were still using Excel or other applications from Microsoft. So, we needed something more robust to support the growth of the organization. I think Planview came at the right time.
How was the initial setup?
The initial setup was complex. We didn't know the tool in the beginning. So, it was harder to understand what is being done and what information we need to gather. Planview helped us gather all the information and deliver it. However, in the beginning, it was so blurry. We didn't know what was happening. We just went with the flow, then suddenly, "Ah!" Things started clicking. We started seeing things as they became live. Then, we were like, "Okay, now I'm getting it."
Configuration-wise, we took six weeks. Then, we had some issues after the configuration. It took us four more weeks to get it back into shape. Overall, it took us about 10 weeks.
We are planning to go with this project now that we finished the configuration. We are planning to go live on the second week of January 2020.
What about the implementation team?
We used a Planview consultant for the deployment. Our experience with them was challenging. The initial consultant lacked some knowledge to help us. He didn't know the user interface, plus had very superficial administrative knowledge.
Once we escalated the issue, we were taken care of immediately. Now, we have a way better consultant. We are extremely happy with our current solution architect (consultant).
Planview just jumped on this issue. They have been great and extremely supportive. They have been making sure that we are on the right path.
Which other solutions did I evaluate?
The company evaluated other vendors.
The company chose Enterprise One because of the potential of the platform. It links to Spigit, PPM Pro, and a lot of other things that will support the scalability and growth of the organization on one single platform. This make it easier to manage licenses, administrate contracts, and everything else. It's one vendor with many solutions.
What other advice do I have?
I would rate the product a 10 out of 10.
We are not using outcomes yet. But on the course I took on Monday, we saw the value of having outcomes. It was also brought to our attention the gap that exists between strategy programs and how you connect everything together: strategy outcomes and programs. How we can connect all this, it seems to be the way to go.
We are a big company, which has almost 30,000 employees.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Sr IT Consultant at a university with 10,001+ employees
Improves the way that we show our project data
Pros and Cons
- "The data is the most valuable because the reporting that we provide out of Planview is priceless when compared to any other tool. The reporting has a variety of reports. It has the capabilities of Power BI. It gives us all these dashboards that we can show to our executive leadership, and they have been very well-received."
- "The dashboards and reports that we provide out of Planview are priceless when compared to any other tool."
- "We are not very happy with the customer service. This is one of our main pain points. It doesn't cover the entirety of customer service, as there are reps who are really great and we've had good experiences. Many times, we've had people give us attitude, there was a delay in the response, or just a lack of interest. This got to the point where if there was a problem, we would rather try to solve it ourselves then call customer support."
- "Many times, we've had people give us attitude, delays in response, or just a lack of interest."
What is our primary use case?
It is mainly for project management and resource capacity management across the IT department.
How has it helped my organization?
It has impacted our department within IT, which is the project management office.
It brings visibility to work being performed as well as resource capacity.
It certainly has improved the way we showcase our work. I'm part of the project management office. The way we show our projects data is certainly way better than what we could earlier.
What is most valuable?
The reporting, Power BI export are the most valuable. The dashboards & reports that we provide out of Planview are priceless when compared to any other tool. The tool itself has a variety of built-inr eports. The dashboards that we publish to our executive leadership been very well-received.
What needs improvement?
If you have a tool, you want customer support with people who you can depend on. It seems like we cannot depend on anyone. Customer service is lacking. Our sales rep did not bother to reach out to us in the past 2 years, and not even at the conference. He excluded us from a local meet-up he had organized. Our customer relationship manager keeps changing. It seems like we have nobody that we really can rely on.
For how long have I used the solution?
We implemented Planview in 2014. We hope to upgrade next fiscal year.
What do I think about the stability of the solution?
It is pretty stable. We have hardly had any outages.
What do I think about the scalability of the solution?
It grows with our needs. It is easy enough to scale.
How are customer service and technical support?
We are not very happy with the customer service. This is one of our main pain points. It doesn't cover the entirety of customer service, as there are reps who are really great and we've had good experiences.
Many times, we've had people give us attitude, delays in response, or just a lack of interest. This got to the point where if there was a problem, we would rather try to solve it ourselves than call customer support.
We did have a call with a manager or director from customer service. He will be looking into these issues.
Which solution did I use previously and why did I switch?
Different people were using different tools and the reporting was a problem. So, the new head of IT charged the PMO in 2004 to come up with a tool. We did an RFP and Planview was one of the finalists, and our final choice.
What's my experience with pricing, setup cost, and licensing?
Licensing costs are pretty high.
What other advice do I have?
I would rate the solution itself as an eight (out of 10), though the overall experience at a 6. I like the solution. There are things that they can improve on. Planview is constantly working on new things for each situation that comes up.
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Associate Director, PPM Governance & Operations at a pharma/biotech company with 10,001+ employees
It's easy to add users and introduce new projects into the system
Pros and Cons
- "The solution is flexible; Planview is always introducing new releases and functionality, which ends up being beneficial to the company, and we are able to do some customizations on our own along with our IT department, and that's very helpful."
- "The financial piece of the tool could be better. While it may have to do with the complexity of the work that we do, it seems that the tool should be able to drill down a bit deeper into the financial area."
What is our primary use case?
We use it for project and program management.
How has it helped my organization?
The solution is flexible. Planview is always introducing new releases and functionality, which ends up being beneficial to the company. We are able to do some customizations on our own along with our IT department, and that's very helpful.
The solution’s collaborative work management has affected our operations in a positive way.
What is most valuable?
- The work and assignments
- We can track the financials.
- We can do portfolio management. We can look across the portfolio at several projects.
I find these features valuable because of their visibility.
What needs improvement?
I think our performance issues have to do with our large portfolio. We have a lot of data in there. We're a global organization with thousands of users, and that also has an impact.
The financial piece of the tool could be better. While it may have to do with the complexity of the work that we do, it seems that the tool should be able to drill down a bit deeper into the financial area.
For how long have I used the solution?
We have been using Planview tools since 2016. We rolled it out in two waves: wave one in 2016, then wave two in 2017. Currently, we are using version 17.
What do I think about the stability of the solution?
The stability is fine. We are currently experiencing some performance issues, but as far as the stability of the system, it seems to be rather stable.
What do I think about the scalability of the solution?
It is easy to add users and introduce new projects into the system.
How are customer service and technical support?
There are people on my team in my organization who work with the technical team. I do not usually work with the technical team. They are happy with the support that Planview provides.
Which solution did I use previously and why did I switch?
The biggest impact was to the end user because we have always had a project management tool. We had a tool prior to implementing Planview. This tool is more user-friendly, so it was more easily adopted by the organization and end user community.
The switch between tools was made for better adoption throughout the organization and to move to a web-based system. Our previous system was not web-based.
What about the implementation team?
We did the initial deployment with the help of Planview. There was good support.
They also helped with the deployment and training. They were available to help us through the whole rollout. Then, they took us further than that and provided some support after the rollout to make sure that things continued on.
Which other solutions did I evaluate?
We evaluated the current vendor that we had, Planview, and a third vendor.
What other advice do I have?
- Understand what it is that you want the tool to deliver.
- Have clear expectations of what you expect to get out of the system.
- Have good user requirements.
I would rate the solution as an eight (out of 10).
Which deployment model are you using for this solution?
Public Cloud
If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?
Other
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Analyst at Blue Shield of California
Provides a lot of ways to mold data and use it within the business
Pros and Cons
- "Whenever we have issues, there is always someone ready to help us. Their people are knowledgeable and responsive. They get to tickets quickly. Just three or four weeks ago, we were having issues with getting data into Planview. We submitted a ticket and the turnaround was probably 45 minutes to get a response."
- "Once you get a good grasp of the principles of Planview, it is a really powerful tool."
- "There are some issues with how long it takes to load the data to Planview, It just depends on what your setup is. If there was a way Planview could maybe make the loading faster, in case you do have a lot of things going on with your setup."
What is our primary use case?
We use it a lot for managing project resources. We do a lot of research and project management with it.
How has it helped my organization?
I personally haven't improved that much yet using the tool, but I see how there's a lot of value in it. We even started doing proactive resource management. The way the data is presented in Planview, there are a lot of ways to take it and mold it for use within the business.
What is most valuable?
I like is how customizable it can get and how detailed some of the data you can get out of it can be. A lot of the basic reports come through it. I am a resource manager, so I slice it to see things like time sheet completion, compliance, etc. It's really useful to dig into some of the reasons why people aren't compliant.
For how long have I used the solution?
I have been using the product for three months.
What do I think about the stability of the solution?
It's mostly reliable. There are some issues with how long it takes to load the data to Planview, It just depends on what your setup is. If there was a way Planview could maybe make the loading faster, in case you do have a lot of things going on with your setup.
How are customer service and technical support?
Whenever we have issues, there is always someone ready to help us. Their people are knowledgeable and responsive. They get to tickets quickly. Just three or four weeks ago, we were having issues with getting data into Planview. We submitted a ticket and the turnaround was probably 45 minutes to get a response.
A lot of our internal training came from Planview support. They were Planview videos from Planview.
What other advice do I have?
I would recommend the product. There is a bit of a learning curve with it, as with any type of new software. Once you get a good grasp of the principles of Planview, it is a really powerful tool.
I would rate the product an eight (out of 10). It's pretty good. It gets a lot of what we need done. There are ways for it to improve, and we should always strive for that.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Director IT at a insurance company with 10,001+ employees
Cleaner, more intuitive, and easier to use than other products
Pros and Cons
- "The look and feel of it is pretty clean."
- "Compared to other tools, Enterprise One is definitely cleaner and easier to use."
- "Our version is definitely set up a bit more waterfall world. It would be better if some of the agile features were more in the standard product."
What is our primary use case?
We use it for its intended purpose of project management. It is a typical PPM tool.
I don't think we're trying to do anything with it outside the norm that would need it to flex a whole lot. Our intent is to roll it out pretty much out-of-the-box.
How has it helped my organization?
This is a platform shift. If it works as advertised, it will potentially make us a bit more efficient.
What is most valuable?
The reporting looks pretty good. Although, we're not into it yet, so I can't say for sure how well that will work.
The look and feel of it is pretty clean, so that's good.
What needs improvement?
Our version is definitely set up a bit more waterfall world. It would be better if some of the agile features were more in the standard product.
For how long have I used the solution?
We are really not that far into testing yet. We're not going live until the beginning of the year.
What do I think about the stability of the solution?
It doesn't look buggy based on what I have seen so far.
How are customer service and technical support?
We're not live yet, so I can't speak to post go-live technical support.
How was the initial setup?
The initial setup has been pretty straightforward. The deployment process has taken us four to five months so far. We are hoping to wrap up by year-end.
What about the implementation team?
The implementation team has been good and responsive. They have been onsite quite a bit.
What's my experience with pricing, setup cost, and licensing?
I don't think we have necessarily purchased everything that I would have liked to have seen.
Which other solutions did I evaluate?
We looked at other products, but I wasn't involved in the process of choosing Planview.
Compared to other tools, Enterprise One is definitely cleaner and easier to use. At least, that is the way it looks so far. It's a little more intuitive. It looks like the financial data entry piece is a little cleaner.
What other advice do I have?
Because we didn't buy everything that I would have liked to have seen us buy. Just based on what we have, it's probably in the seven to eight range (out of 10). Some of the agile functionality and features would definitely bump that up a bit. However, we didn't buy everything.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Associate at BlackRock, Inc.
Makes it easy to manage the workflow, but needs a better way to manage reporting titles
Pros and Cons
- "We are able to see where everyone in the team is in terms of hours, where there is capacity, and where we can actually add them, e.g., other projects that they're not currently staffed to."
- "People are happy using the tool."
- "The administrative tabs are very confusing, especially in terms of configuring screens and users. It's not very intuitive versus many other applications that I have worked in the past. I have to go to separate sections than I think I have to in order to get to the place that I need to adjust something."
- "The administrative tabs are very confusing, especially in terms of configuring screens and users."
What is our primary use case?
The primary use case is resource management. Enterprise One is built for this. We have a specific function that we use it for.
How has it helped my organization?
We are going to be leveraging the planning tool within Enterprise One. We had a demo of it. It will be a really good tool for us. It will help us visualize all the projects that we have lined up for the next year, where we can shift things around, and see the impact of different resources being staffed to individual projects.
People are happy using the tool. It has had a good impact on the business. Some people may not like the tracker time sheets, but it is just part of the role.
What is most valuable?
We are able to see where everyone in the team is in terms of hours, where there is capacity, and where we can actually add them, e.g., other projects that they're not currently staffed to.
It is relatively easy to manage the workflow.
What needs improvement?
I would like easier ways to manage reporting titles in Planview. A lot of our users like to see things on dashboards, etc. I know there are integrations with Power BI and other applications. But, I would like a little more of an intuitive way for us to manage that.
For how long have I used the solution?
The team has been using it since the beginning of the year, about nine to 10 months.
What do I think about the stability of the solution?
There are some concerns that I've had on my side from the administrative side and controlling certain things. From talking to some people at this conference, there are certain tricks around these things. It sounds like tomorrow that there will be some sessions on improving that functionality specifically.
The administrative tabs are very confusing, especially in terms of configuring screens and users. It's not very intuitive versus many other applications that I have worked in the past. I have to go to separate sections than I think I have to in order to get to the place that I need to adjust something.
How are customer service and technical support?
I have used the technical support more on the consulting side of things. There have been no issues there. Everything has been pretty straightforward.
Which solution did I use previously and why did I switch?
Previously, we were just managing resources in Excel.
While I wasn't part of the integration, it's obviously a lot easier when you have a tool which can manage your resources. It's a lot easier to visualize.
What other advice do I have?
if you need a resource management tool, the tool definitely does that.
We're working on an older version right now, so it is interesting to see how we can upgrade. For example, I am interested in learning more about the cloud.
I would rate it maybe a seven (out of 10). Obviously, there is room for improvement and ways that the tool could be more intuitive for our users. But, we're a very niche use case. What might work better for us, probably wouldn't work better for others.
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
Program Manager at Citizens Bank
We have a fairly good picture of time tracking
Pros and Cons
- "We have a fairly good picture of time tracking."
- "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."
- "There's still a lot of reluctance within the organization. We're not using all of the capabilities that we have today."
What is our primary use case?
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.
How has it helped my organization?
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.
What is most valuable?
As a user, I really liked the ease of the status reporting and the one stop shop of everything being in one location.
What needs improvement?
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.
For how long have I used the solution?
I have been using it since the start. It is only in the last year that I have been involved in managing the application.
What do I think about the stability of the solution?
It is stable.
What do I think about the scalability of the solution?
It is scalable. It should growth with us.
How are customer service and technical support?
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.
Which solution did I use previously and why did I switch?
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.
How was the initial setup?
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.
What was our ROI?
We have seen time saved but I can't quantify it.
What other advice do I have?
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.
Which deployment model are you using for this solution?
Private Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
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Updated: October 2026
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