Planview Portfolios Reviews

It is mainly for project management and resource capacity management across the IT department.

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.

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.

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. 

We implemented Planview in 2014. We hope to upgrade next fiscal year.

It is pretty stable. We have hardly had any outages.

It grows with our needs. It is easy enough to scale.

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. 

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.

Licensing costs are pretty high.

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.

Public Cloud

Other

We use it for project and program management.

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.

• 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.

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.

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.

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.

It is easy to add users and introduce new projects into the system.

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.

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. 

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.

We evaluated the current vendor that we had, Planview, and a third vendor.

• 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). 

Public Cloud

Other

We use it a lot for managing project resources. We do a lot of research and project management with it.

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.

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.

I have been using the product for three months.

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.

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.

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.

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.

This is a platform shift. If it works as advertised, it will potentially make us a bit more efficient.

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.

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.

We are really not that far into testing yet. We're not going live until the beginning of the year.

It doesn't look buggy based on what I have seen so far.

We're not live yet, so I can't speak to post go-live technical support.

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.

The implementation team has been good and responsive. They have been onsite quite a bit.

I don't think we have necessarily purchased everything that I would have liked to have seen.

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.

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.

The primary use case is resource management. Enterprise One is built for this. We have a specific function that we use it for.

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.

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.

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.

The team has been using it since the beginning of the year, about nine to 10 months.

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.

I have used the technical support more on the consulting side of things. There have been no issues there. Everything has been pretty straightforward.

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.

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.

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.

I have been using it since the start. It is only in the last year that I have been involved in managing the application.

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.

Private Cloud

We use it for a little bit of everything: R&D, product development, project management, resource management, and program management.

It has given us much greater visibility to resource management and financials.

I like that it's an enterprise environment. I can look across everything that's going on and have a sense of what is going on within the organization.

We're looking forward to version 18, upgrading there, and seeing what we can find there.

It would be nice if Planview were a little more flexible.

One thing that we'd absolutely really like to see is an improvement in the administration capabilities. With the Planview administrator, the interface is very time consuming, and that is not fun. We could be doing other things.

We have been using Enterprise One for three years.

It is very stable.

It's pretty scalable.

Overall, the technical support has good people who are knowledgeable. They are a little overworked. At least, they have been in the past year. We need them to focus on somethings from time to time. You can tell that they're really focusing on many things. It has gotten better, but I think they could still use some relief.

Karen Anderson has been a big help to us.

Historically, our company switched project management environments every three years globally and organizationally. When it was time to do a review, we looked at an entire enterprise portfolio management environment. Planview met the criteria that we had. It was a global organization. It was very solid from a financial perspective. It was able to do multiple currencies, etc.

The initial setup was straightforward. 

The deployment took us three and a half months.

We deployed it ourselves. We did have an integration with our SAP environment, but that was through Planview. We didn't have a third-party do it.

The Planview consultants were very good. They came in with a plan. They said, "If you execute this, then this, then this, and then this. This is how long it will take. This is how much it will cost, and it did. It took this long across this much, then we were up and running.

We have several hundred licenses. It costs us several hundred thousand dollars a year. 

We overbought our licenses. We looked at our needs three to four years down the road and tried based our contract on that. 

However, we were over aggressive. We use about a third of the licenses that we have. We're looking to adjust the makeup so we can start utilizing the amount of money that we are spending. Right now, we're overspending, and my organization is not seeing the value in Planview because we are paying so much for licenses that we're not using.

At the time of evaluation, there were only four or five environments in the entire world that could have met our requirements. Planview by far was the best. 

We evaluated SAP, Oracle, Planisware, and another vendor who dropped out. 

Listen to what they have to say. They know what they have to say. Start small and grow into the environment. Definitely get executive management buy-in for the environment.

What I usually hear from our own implementations and other implementations, they tried to do all the modules, integrations into this environment, SAP, Windchill, and Integrity together. Instead of that, just get the thing up and running. Get people used to the interface. You will have the executive management screaming at you to get it all in one place. But, if you can't get the actual users onboard with using the environment in a simplified manner, then you're never going to get the advanced solution in.

We are beginning to use the solution’s Lean/Agile delivery tools.

I think it's an eight (out of 10). I really like it. I don't really rate anything a 10 I just don't think anything's perfect. I'm happy that they've worked on improving the reliability of the environment over the last year, and I think they need to finish the integrations with all the different components that they purchased over the last year. Once they get that all together, it will be something special. But, let's see it happen first.

Public Cloud

Other

We currently use it for all of our technical projects. We use work and resource management for our technical portfolios.

The biggest impact for using Planview currently would be to understand the true costs of projects. We are trying to get to a point where not only do we take into account technical costs, but what the business cost is. Trying to integrate our business right now into Planview is helping us identify the true cost of the investments that we make so we can try and understand their value.

The tool does have the potential to impact our organizational delivery. As we continue to integrate our entire business with our technical teams into Planview, I definitely see it changing how we deliver projects in the future.

Currently, it provides insight to leaders that they don't otherwise have access to get. As far as delivery leaders from technical teams and determining their resource capacity and constraints, they don't have another way of figuring this information out right now unless they were to do it manually on their own, which would be very time consuming.

The most valuable feature is resource management. You get to work with a lot of resource leaders for capacity planning. Although, we don't use capacity planning to its full potential, we would like to go there as well as financial management for the projects.

All of the features that we get out of Planview, it just helps us to provide information back to our senior leadership and have those conversations to get insight. When we have that information, we get insight from them on what it is that they are looking for and what they need. Then we can transform that information from the tool and get them what they need. All the information is helpful for me to be able to provide the data that they need. We want to help them make the right decisions that they need.

I would like to be able to copy and paste from Excel into work and assignments along with roles and hours, as opposed to having to type it out one by one.

We have been using Planview since 2013. I have been using Planview since 2015.

It's very stable. It's a great tool that is evolving. It provides more information and opportunities for us to expand what we offer to our customers. 

We do use the technical support. We always have a good experience. We have dedicated people who we can work with to submit tickets. The responses to tickets are always in a timely manner.

We did the upgrades with the help of Planview. It was a really good experience. 

It wasn't just me. An entire team from Planview worked with my company, so this helped us get all the information so we could make each upgrade. We've done multiple upgrades so we could make each upgrade be as seamless as possible. So, the support that we got from Planview was nice.

We have seen some return on our investment within Planview. As we transform here to turning on more of the features, reworking what we've done, all the customizations, and trying to just start fresh, I think that we'll see an even bigger return once we can take advantage of the features that Planview offers that we aren't currently using right now.

This is information that we can leverage from PlanView once we transform how we use it today. The information that we can leverage that will, in turn, provide a return on decisions that we make, how we deliver work, and maybe delivering it faster. Then, we would see a reduction in costs for some of those projects as well as having our leadership setup to make better, more informed decisions than what they currently can do from the data that we provide. I believe that once we started leveraging all the tools that Planview can offer from what we have in Enterprise One now, we'll have more information for our leaders.

My advice would be do to planning. Ask a lot of questions and do a lot of planning out first what the goal of the organization are. Then, from what their goals are, utilize the tool to try and meet those goals.

I am an everyday user of the tool. When you don't have everyday users, or users who go into the same task over and over, it probably is not as flexible for them. For myself, I do find it very flexible.

I would rate the tool a solid eight (out of 10). I wouldn't give it a 10. Part of it probably is that we haven't activated all of the capabilities that Planview has. The other part of it is that I work in the tool everyday. So, some of the things that we would like to do as an organization may very well be available to us. We just haven't utilized them yet. Once we go through this assessment process and sit down with Planview next week to go over what we can do, it may change the team. This is where we are in our current state for everything that we want to do.

We are in the process of having Planview help connect funding and strategic outcomes with work execution. We are just building a roadmap for this.

Our strategies have evolved from other factors, but not necessarily from the tool.

We do not use the solution's Lean/Agile delivery tools nor do we use Projectplace.

Public Cloud

Other