Planview Portfolios logo

Planview Portfolios

by Planview · Since 2000
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ActiveAvailable globallyCloud
Quick facts
VendorPlanview
Year launched2000
StatusActive
Location12301 Research Boulevard, Research Park Plaza V, Ste. 400, Austin, TX 78759, Austin, TX 78759, US
Countries servedGlobal
Languages4
Integrations52+
Free tier
Free trial
Contact salesYES

About Planview Portfolios

Planview Portfolios is a portfolio management software from Planview that supports organizations in managing their project investments effectively. It combines resource management, strategic alignment, and financial planning so teams can make informed decisions on project prioritization and resource allocation. The software provides insights into project performance, assists in tracking progress against goals, and facilitates collaboration across teams. With capabilities that include portfolio visualization - resource forecasting - financial tracking - scenario analysis - project prioritization, Planview Portfolios is best for project managers and executives that need to evaluate and manage multiple projects to align with business objectives.

Planview Portfolios, previously known as Planview Enterprise One, is an advanced Project Portfolio Management (PPM) software that empowers organizations to effectively translate strategic goals into actionable plans. Developed by Planview, Inc., it offers a wide array of features designed to optimize resource allocation, streamline project execution, and drive business value. The software’s primary purpose is to ensure that organizations can align their projects with their overall business strategy, thereby enabling them to make informed decisions and achieve desired outcomes. Through a combination of strategic planning, resource management, financial tracking, and execution analytics, Planview Portfolios provides a comprehensive framework for managing complex project portfolios across various industries. The user interface of Planview Portfolios is modern, intuitive, and designed with ease of use in mind. It offers visualizations and dashboards that deliver a clear overview of ongoing project statuses and key performance metrics. Navigation through the system is efficient, with a well-organized menu system that helps users quickly access different modules. Unique design elements, such as customizable dashboards, allow users to tailor the platform to their specific needs.

Pros & Cons

What users like
  • +• Easy to plan and optimize portfolios.
  • +• Easy to execute projects and portfolios strategies.
  • +• Good for managing work, time and resources.
  • +• Offers financial analysis across different projects.
  • +• Allows for quick and easy comparison between projects.
  • +• Has different user roles and access levels.
  • +• User interface is good and easy to use.
  • +• Can perform any PPM and Resource Management function.
  • +• Provides a channel for team members to collaborate.
  • +• Offers prioritization of tasks.
  • +• Stores, manages, and tracks all electronic documents in a centralized location.
  • +• Creates, manages and tracks all task activities and progression.
  • +• Provides a visual representation of project's schedule, sequence and duration of tasks.
What users flag
  • • Steeper learning curve and difficult to learn on the fly.
  • • Crashes and glitches frequently.
  • • Some terminology may be confusing.
  • • Not so good to have schedule and cost tracked as a package.
  • • May not be suitable for SAFe methodologies.
  • • Initial setup can be complex.
  • • Can be time-consuming to work in and get information needed.

Features

Key features

• Strategy Planning and Execution
Translate strategy into actionable plans, optimize resources, and align business and technology planning.
• Resource Management
Balance people, costs, and workload to ensure successful project delivery.
• Strategic Alignment
Connect investments, outcomes, and strategic goals across departments.
• Scenario Planning
Model different investment and prioritization options to make informed decisions.
• Product and Program Funding
Support incremental funding for strategic initiatives.
• Demand Management
Collect and evaluate demand across the enterprise.

Additional features

• Capacity Planning
Optimize people and money resources.
• Scenario Planning
Create and compare scenarios to evaluate alternative options.
• Program Management
Plan and manage programs to deliver cross-functional change.
• Agile Team Planning
Connect Agile team planning with strategic and portfolio planning.
• Forecast and Actuals
Forecast costs and track actuals against the budget.
• Resource Management
Get the most effective use of your resources.
• Project Planning and Management
Ensure on-time, on-budget project delivery.
• Hybrid Work Delivery
Support team delivery and project team collaboration.
• Process Automation and Workflows
Define, manage, and automate processes.
• Time Reporting
Know how your people spend their time.
• Costs and Actuals
See planned and actual financials of projects and programs.
• Agile Costing
Automatic capture of Agile team activity, translated into cost and capitalization.
• Portfolio Reporting and Visualizations
Provide executive-level performance visibility and governance.
• Dashboard Analytics
Provide high-level visibility into the state of your portfolios.
• Analytics and Reporting
Understand performance and investigate issues with reports and analytics.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
4
Interface languages
2
Billing currencies

Interface languages

EnglishFrenchDutchSwedish

Billing currencies

🇺🇸USD🇪🇺EUR

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