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Planview Portfolios pros and cons

Vendor: Planview
4.0 out of 5

Pros & Cons summary

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Prominent pros & cons

PROS

Planview Portfolios provides comprehensive reporting features, valuable for executives and project management, offering a variety of out-of-the-box reports and analytics.
Resource management and capacity planning features in Planview Portfolios allow organizations to effectively monitor and manage workforce capabilities and project assignments.
Financial management tools integrated within Planview Portfolios assist in tracking expenditures, forecasting costs, and aligning project financials with business objectives.
Planview Portfolios enhances organizational transparency and accountability by consolidating all project information into one platform, facilitating improved governance.
The flexibility of Planview Portfolios supports various work methodologies, including Agile and non-Agile teams, aiding diverse organizational needs and project executions.

CONS

Planview Portfolios' inability to seamlessly integrate with market-leading Agile tools poses a significant challenge to users wanting to adopt agile methods.
Users have expressed dissatisfaction with Planview Portfolios' customer support, citing delays, lack of responsiveness, and inadequate assistance with legacy systems.
The complexity of using Planview Portfolios, combined with a steep learning curve due to the lack of templates, makes it difficult for new users to adapt and utilize its full capabilities.
Reporting capabilities in Planview Portfolios need substantial improvements, as users find the out-of-the-box reports insufficient and often rely on external tools like Power BI for effective data visualization.
Planview Portfolios faces challenges in performance and stability, with users reporting issues such as slow data loading, performance problems, and the need for frequent upgrades to resolve functionality limitations.
 

Planview Portfolios Pros review quotes

it_user661212 - PeerSpot reviewer
Senior Consultant at a tech services company with 10,001+ employees
Oct 9, 2017
The overall interface is very easy to use. It puts together strategy and execution across all your investments.
it_user808140 - PeerSpot reviewer
Enterprise Solutions Architect with 10,001+ employees
Jan 25, 2018
The portfolio and technology management are well built.
NM
Sr Information Technology Supervisor at Solar Turbines
Oct 15, 2019
We do a lot of big projects which are pretty expensive to structure the product development around and see the progress. Every time we start a project, we have to expense the spends for certain amounts. We need some baselines, like predictive versus actual.
Learn what your peers think about Planview Portfolios. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
881,082 professionals have used our research since 2012.
BH
R&D Project Management Coach at Johnsonville Sausage
Oct 15, 2019
We've brought our portfolio altogether. We have had multiple ways of reporting out what our portfolio is, whether it's in Excel, Word, or in different places. We brought all of our projects together in one place. That has worked out well for us. We've been able to manage the work on Gantt charts and our resources better. The big thing for us on research and development is around managing people's time, on which projects they are working on, and how much effort does it take to launch our projects.
reviewer1208481 - PeerSpot reviewer
Report Architect/Developer at a insurance company with 5,001-10,000 employees
Oct 15, 2019
The most valuable feature of this solution is reporting.
SL
Senior Engineer at Northwestern Mutual
Oct 15, 2019
The biggest impact has been the visibility into our IT assets.
HV
Program Manager at Citizens Bank
Oct 15, 2019
We have a fairly good picture of time tracking.
JC
Director of Operations at UK Santander Technology
Oct 15, 2019
Our transparency is increasing a lot. It is helping us to get people together. There are no dark rooms anymore. In some areas or concepts, we want to add more light to every single concept. That's the big impact that the tool is having. It allows conversations between people.
it_user1208505 - PeerSpot reviewer
Enterprise Architect at Qualcomm Incorporated
Aug 27, 2020
The most valuable feature of this solution is the completeness of the standard, underlying metamodel.
reviewer1208508 - PeerSpot reviewer
Business Analyst at a insurance company with 5,001-10,000 employees
Oct 15, 2019
The most valuable feature for me is the ease and customizability of reporting.
 

Planview Portfolios Cons review quotes

it_user661212 - PeerSpot reviewer
Senior Consultant at a tech services company with 10,001+ employees
Oct 9, 2017
It would be great to see Planview incorporate agile interfacing/methods in it. Like CA Clarity and other leading PPM tools – Planview should enhance or develop the interfaces to ingrate with other market leading Agile tools.
it_user808140 - PeerSpot reviewer
Enterprise Solutions Architect with 10,001+ employees
Jan 25, 2018
Visualization and reporting areas could use improvements by having canned reports.
NM
Sr Information Technology Supervisor at Solar Turbines
Oct 15, 2019
The technical people are very competent, but there is so much turnover in the people that we talk to, and that's frustrating. They will say, "We can make this work." Suddenly, that guy has left, and we have no one. Then, we have to start all over.
Learn what your peers think about Planview Portfolios. Get advice and tips from experienced pros sharing their opinions. Updated: January 2026.
881,082 professionals have used our research since 2012.
BH
R&D Project Management Coach at Johnsonville Sausage
Oct 15, 2019
Recently, we have gotten on a newer version. We're currently on version 15. Some of the things that we've been running into roadblocks on, it looks like the solutions will be coming out in versions 17 or 18. So, we have to upgrade before somethings can get completed.
reviewer1208481 - PeerSpot reviewer
Report Architect/Developer at a insurance company with 5,001-10,000 employees
Oct 15, 2019
Some of the out-of-the-box reporting is not immediately useful and although it can be configured or customized, there are still improvements that can be made.
SL
Senior Engineer at Northwestern Mutual
Oct 15, 2019
Support is still a challenge. We find it challenging more due to the responsiveness and getting a case or ticket assigned to an analyst. That's what I was just doing. I was following up on an email that we opened last week. We haven't heard anything, so following up on that.
HV
Program Manager at Citizens Bank
Oct 15, 2019
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.
JC
Director of Operations at UK Santander Technology
Oct 15, 2019
It could do with a quicker response time for some reports or portfolios.
it_user1208505 - PeerSpot reviewer
Enterprise Architect at Qualcomm Incorporated
Aug 27, 2020
Configuring the UI in the content management system is too elaborate and too time-consuming.
reviewer1208508 - PeerSpot reviewer
Business Analyst at a insurance company with 5,001-10,000 employees
Oct 15, 2019
I would like to be able to integrate with Oracle to supplement what we're currently doing with reporting.