No more typing reviews! Try our Samantha, our new voice AI agent.
reviewer1421355 - PeerSpot reviewer
System Administrator at a financial services firm with 1,001-5,000 employees
Real User
Sep 23, 2020
Improves the visibility of the resource capacity and the team's capacity to take on new work
Pros and Cons
  • "The resource capacity planning is the most valuable feature because you can evaluate your team's capacity by team and what projects they're working on and you can forecast easily by team."
  • "Enterprise One improves our monthly portfolio and resource capacity planning and forecasting and improves the visibility of the resource capacity and the team's capacity to take on new work."
  • "The reporting capability and access to the fields for our system administrators to have access to the data without having to pay Enterprise One to get the data that's needed to create custom reports for management to create reports need improvement."

What is our primary use case?

Our primary use cases are for portfolio planning, forecasting, budgeting, and obviously reporting. The project managers input for projects, input resources for proper forecasting, and for budgeting. It's the same with our resource managers to monitor their teams' capacity and then also for finance purposes for our annual budget planning.

We don't use the solution a lot for the project planning itself. As far as tasks and milestones, we don't use some of the features to see what stage a project is at. We really just use it to input the project. We actually use outside applications to manage a project in most cases. 

As far as project planning, entering specific tasks and resources assigned to the project to forecast those projects is about all we use it for. And then, of course, start and finish dates. The flexibility to use a certain finish date is nice, but we don't really go into the project details in Enterprise One.

How has it helped my organization?

Enterprise One improves our monthly portfolio and resource capacity planning and forecasting. It improves the visibility of the resource capacity and the team's capacity to take on new work. 

It has helped with the prioritization of projects through alignment with strategic objectives. We have not used the strategy feature much in Enterprise One, but it does help to prioritize projects based on the need and the capacity of the resources to take on the work. It ultimately helps manage the project to have the bank customer in mind. So as we're taking on new projects, we can all work for the same goal with the customer in mind.

The assignments are in a project that's assigned to a resource. The capability is there.

What is most valuable?

The resource capacity planning is the most valuable feature because you can evaluate your team's capacity by team and what projects they're working on and you can forecast easily by team.

The resource capacity and availability help us to manage our work. During portfolio planning each month with new projects that are presented, we're able to use Enterprise One to measure the capacity of each team that's being requested to be on the project. And obviously, the resource managers and project managers are still getting used to using the tool. But I think that as time goes, it's a good tool to measure, to see the capacity and overloaded resources, as far as projects go and taking on new projects.

Enterprise One provides end-to-end work management for the full spectrum of types of work in one tool. It does do end-to-end project management. It's a good thing that we can do end-to-end project management as far as monitoring the project resources, capacity, and timeline, and the schedule of the project. But that's all we use it for. They get what they need from an outside system in order to manage the project end-to-end.

What needs improvement?

I do all of the reporting for Enterprise One and it's not as user-friendly. So there's not a whole lot of flexibility of what we can do with the reports or custom reports like we could in our old system. The ability to customize reports is not there. And we actually have to pay for Planview consultants to capture reporting that we really need because of the inability to configure the current track record for Enterprise One. That's the thing that we are struggling with is the reporting capability in Enterprise One, without having to pay for extra services from Planview to get what we need. The downfall of this is because Enterprise One is a hosted application, our administrators do not have access to the data table to all of the data tables, to all of the data, and all of the data sets that are running in the background.

The feature to create summary reports across multiple projects affects our ability to share the big picture with management. The flexibility to customize the reports in the way that management would like to see them, we cannot do. We have to engage Planview in order to have access to data to provide to management.

The reporting capability and access to the fields for our system administrators to have access to the data without having to pay Enterprise One to get the data that's needed to create custom reports for management to create reports need improvement. 

Another improvement would be on the request side for visibility. For the requesters to see progress for work and reporting for requesters portfolios, and for requesters to be able to monitor the working end to end.

I would also like to have the ability to report at a task level for chargeback purposes.

Buyer's Guide
Planview Portfolios
June 2026
Learn what your peers think about Planview Portfolios. Get advice and tips from experienced pros sharing their opinions. Updated: June 2026.
900,644 professionals have used our research since 2012.

For how long have I used the solution?

We just configured Enterprise One last September and we went live in December.

What do I think about the stability of the solution?

There is very minimal downtime. The only thing that is room for improvement is that their reporting is very slow. It's a very painful process to pull reports, it's just really slow.

What do I think about the scalability of the solution?

It does slow down based on the number of projects and also based on the amount of data that's being pulled in a report. If we are pulling reports, from September, for example, it's pulling nine months of data into a report. Every month goes by it takes that much longer because it's pulling in that much data, especially if we're trying to get time-phased effort.

We have about 500 users and the roles are requesters, project managers, executive users, resource managers, compliance, finance users, and we have our system administrators.

We are using it about 50% of the application's capability and we have plans to increase that by bringing in cost capital. It's basically expenses.

How are customer service and support?

I would rate technical support a six out of ten. Most of the time, if a ticket is open for an issue or we are not able to do something, we're just referenced to go read out into the customer success center without actually getting help from the customer support. Or by the time a solution is provided by customer support, our system administrators have figured out a solution. Our customer support representative that monitors our tickets is really good. He monitors our tickets for us. He follows up on the tickets. I think that that is a good thing to have for all clients. I think clients should have a customer support representative to collaborate on what tickets are open.

Secondly, the reason I gave it a six is because a lot of the things that we bring, that's not an actual error, but has to do with the functionality of the application, we're just told the functionality is not there. No, Enterprise One can't do that or yes, it can, but you have to pay a consultant to set that up for you. Which are things that should be able to be done by an administrator. But again, with the application on the cloud, in the cloud, we are very limited on the flexibility of what a system administrator can do within the application.

Then timeliness of resolution and tickets being routed to the correct team's queue to work on the ticket could be improved. The customer support representatives are great. I think they're as helpful as they can be. But their knowledge of the system in itself has them answer us in a way that say "Just go read about it on the Customer Success Center."

How was the initial setup?

The initial setup was very complex. It was rushed and there wasn't a lot of follow up after the configuration. Our consultant was very knowledgeable, he was very good. But there's only so much he can do in so little time. The configuration was basically the consultants setting everything up with very minimal help or interaction with our administrators, and because the configuration and go-live are so far apart, there was not any followup. To improve after configuration, there should be a series of follow-ups with the system administrators and the product owners, as well as going live, make that available.

The configuration was about six to eight weeks. We had our plan B consultant about that long. But after the system is configurated, we didn't go live until December, because after configuration we also have to take time for the creation of training material to train our end users because it was a completely new system. After configuration, you need a couple of months to just create the training material and provide training and adoption of the application. We were not able to go live until about December because of the time it takes to do the training and adoption of the application. By that time when you go live, you're not really using the system right after configuration until then. There are going to be things that come up that a consultant should still be available for the solution as the company goes live.

We had implementation strategies based on the user role. To start, if you think of end-to-end projects starting with the requester, all the way down to closing the project. The strategy was starting at the initiation of a project and continuously moving in the training, the order, or at the same workflow that a project goes.

What's my experience with pricing, setup cost, and licensing?

The licensing and pricing are a bit high and the flexibility of the licensing is high. I think that the pricing to engage consultants is high. I don't have anything to compare it to other than other applications that I've supported. So there's just not a whole lot of flexibility in our licensing, which makes it very limited to what our requesters can do and different roles in an app.

What other advice do I have?

My advice would be to be more engaged between the system administrators and the consultants during the configuration stages. Also, for Planview to be more transparent about what the system administrators can and cannot do as far as reporting. And then also make sure that there is time for a training plan and a very well-thought-out training plan based on each phase of a project and user role as they are interacting with that project.

The lessons I've learned is the need to ask more questions about how the application works as far as configuring the system and learning more of the limitations of a system administrator so those questions can be asked upfront during configuration.

I would rate Enterprise One an eight out of ten.

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.
PeerSpot user
PeerSpot user
Senior Consultant / Project Manager at a government with 5,001-10,000 employees
Real User
Jul 26, 2020
Has good program reports but the user interface is not immediately intuitive
Pros and Cons
  • "We're still in an early stage. Things will change as we use it more. I did program reports that are important and that will provide us with value."
  • "We haven't experienced any issues with scalability or stability."
  • "I think that the user interface needs some getting used to. It's not immediately intuitive. That's potentially room for improvement. I think also that an organization needs to have good support from some senior management to get something like Planview established."
  • "I think that the user interface needs some getting used to. It's not immediately intuitive."

What is our primary use case?

Our primary use case is to provide an overview of the status of multiple programs and projects. We're doing many programs and projects at the same time and this is a way to provide a consistent way of reporting on their status and progress.

What is most valuable?

We're still in an early stage. Things will change as we use it more. I did program reports that are important and that will provide us with value.

What needs improvement?

I think that the user interface needs some getting used to. It's not immediately intuitive. That's potentially room for improvement. I think also that an organization needs to have good support from some senior management to get something like Planview established. If that's missing, then it's not so easy to get support for it in the organization. If I was to talk about a feature or something for improvement, I think it would be the user interface and, in particular, the link between strategy and work.

For how long have I used the solution?

We started using Planview in November of last year. 

What do I think about the stability of the solution?

We haven't experienced any issues with scalability or stability. So far, the application seems very stable and scalable. But we're not using it for 5,000 users at the same time. We're more like a couple of hundred.

How was the initial setup?

We worked with Planview consultants to configure Planview to the organization's needs. So, if there's something that is important that the customer, namely ourselves, understand what we want so we can help Planview to configure it well. Investing in knowledge before starting is quite important.

What's my experience with pricing, setup cost, and licensing?

I suspect it's perhaps a bit more expensive than some other competitors, but I wasn't involved in the competitive bid. My job was to implement what we had bought. I don't have comparison prices.

What other advice do I have?

I would rate Planview a seven out of ten. 

In the next release, I would like to potentially see better integration between the strategy and the work aspects of Planview, so that you can report across them better. I think it's also quite early to say. We need to use it for several months to get a better feeling for that.

The interface has to do with the fact that it takes some time for new people to understand the tool. I don't think it's too bad myself, but, potentially, they could make it even better. More intuitive. In the first instance, the user interface requires some familiarization. It takes a while to get familiar with it. It could be improved.

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.
PeerSpot user
Buyer's Guide
Planview Portfolios
June 2026
Learn what your peers think about Planview Portfolios. Get advice and tips from experienced pros sharing their opinions. Updated: June 2026.
900,644 professionals have used our research since 2012.
Sr Information Technology Supervisor at Solar Turbines
Real User
Nov 12, 2019
The product has been stable and reliable throughout our testing
Pros and Cons
  • "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."
  • "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."

What is our primary use case?

The primary use case is for portfolio management on product development.

What is most valuable?

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.

For how long have I used the solution?

We are just getting started. We got into Planview a couple of years back. We are still learning.

What do I think about the stability of the solution?

The product has been stable and reliable throughout our testing.

What do I think about the scalability of the solution?

So far, it has been scalable.

How are customer service and technical support?

The support is good. There are some good people there.

My frustration is that there is so much turnover at Planview. Every time we have had an issue, particularly on the sales side, you're talking to a new set of people. 

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.

Which solution did I use previously and why did I switch?

The decision was made before I was in charge of Planview.

How was the initial setup?

We found it the best to hire the Planview team and get the setup done through them. It took a couple of days.

What about the implementation team?

We used Planview for the implementation.

What was our ROI?

It is way too soon.

What's my experience with pricing, setup cost, and licensing?

Our licensing costs are about a quarter of a million dollars per year.

What other advice do I have?

I would rate the product a seven 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.
PeerSpot user
reviewer1208508 - PeerSpot reviewer
Business Analyst at a insurance company with 5,001-10,000 employees
Real User
Nov 11, 2019
Intuitive to use and has good custom reporting capabilities
Pros and Cons
  • "The most valuable feature for me is the ease and customizability of reporting."
  • "Our ability to do strategic portfolio reporting has gotten much better."
  • "I would like to be able to integrate with Oracle to supplement what we're currently doing with reporting."

What is our primary use case?

I have a governance role in our strategic portfolio management and I use this solution for reporting out against the strategic portfolio. I interact with the PMOs and FPNA and help to get the two on the same page.

How has it helped my organization?

Our ability to do strategic portfolio reporting has gotten much better. We're more accurate with how we report out. One of the biggest things is that each year, we've had a lot of shifts in how our pillars are set up and we can quickly shift to meet those needs without having it be too lengthy or too difficult.

Using this solution has helped improve how quickly we can deliver. It saves us time.

Collaborative Work Management has affected our operations because we're able to collaborate with different groups. We've got our PMO groups, and I'm able to get the information that I need from them. They go in, pull all of their information and I get the reports. We collaborate really well, from what I can tell.

My understanding is that we are using the Lean/Agile delivery tools, but I am not sure if we are using them to the full extent.

What is most valuable?

The most valuable feature for me is the ease and customizability of reporting. We can get different reports and customize them to do different things.

I also like business objects capabilities, although I haven't used them in my current role.

This is a flexible solution.

This tool is easy to use. I have used solutions such as SAP and Oracle and compared to using those products, I picked up up this tool right away. Once I had a little bit of training from our admins, I thought that it was really intuitive. It was easy for me to go in and build reports, where I didn't constantly need other people to do it for me. That is nice because I have administrative access, so I can do pretty much anything within the tool that I have the knowledge for. That is a plus for a business analyst. You can get the data you want quickly, export it to Excel, and slice and dice it the way you want to.

What needs improvement?

I would like to be able to integrate with Oracle to supplement what we're currently doing with reporting. We aren't doing it right now, although I don't know if it's a limitation with Planview or it's a limitation with us. I know that it would be helpful for me to bridge that gap because we have to deal with two different datasets.

For how long have I used the solution?

I have been using this solution for three years.

What do I think about the stability of the solution?

From a stability standpoint, I think it's solid. I haven't had any major issues with it. I'm always able to get my reporting and I'm always able to do the things that I want to do.

What was our ROI?

My understanding is that we have seen ROI from this solution, but I am not aware of the specifics. I know that other Blue Shield organizations are using it, and I have heard that it has been successful for us.

What other advice do I have?

Currently, we are not taking advantage of the full functionality that is offered by this solution. We really need to push to get to that next level and use everything that is being offered. I think that there is a disconnect between the people who are the administrators of it and the people who tweak it to get it to do what we want. We just need to have the conversations and that vision of what we want it to do. I know we've got some limitations within our own company, where I think we have a vision of where we want to go and things that I want to get. We're just not quite there, yet.

We've always struggled, but we have been getting better with our reporting each year.

This is a great tool. I have a stronger finance background, so I've used more ERP-type systems and this is my first project management system. From what I can tell, it's great. I haven't used Oracle's or one from another vendor, but I think that this one works well.

I would rate this solution a nine out of ten.

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.
PeerSpot user
PPM Services Manager at Roche Diabetes Care
Real User
Nov 11, 2019
Brings transparency to our projects. The UI should be less technical and focused more on open users.
Pros and Cons
  • "It gives us the vast ability to churn out-of-the-box reports and have an overview about approach rates and resource utilization."
  • "Planview has helped connect funding and strategic outcomes with work execution."
  • "The UI needs improvement. The UI should have more possibilities for users who are not specialized in using Planview. At the moment, it is more of a technical UI. I would like it to be an open user UI."

What is our primary use case?

The primary use cases are soft management and work management. We are expanding at the moment to outcome management and strategy management as well as ICP planning. Next year, we will expand to CTM.

How has it helped my organization?

When I started in the group on the German side, we could only have aliases as resources. Now, we are able to have named resources through the agreement, and pulled from the worker's council, for example. 

We have more stability in the data. Our group has plenty of portrait data now, as we are part of the source of the tools for portrait data.

Planview has helped connect funding and strategic outcomes with work execution. We started to have strategic planning inside going then down to the outcomes. Out of the outcomes, we will try to wait on the projects and other teams, then growing slowly to link it.

It brings transparency to our projects.

What is most valuable?

I like the Excel interfaces that we have and use it for. 

It gives us the vast ability to churn out-of-the-box reports and have an overview about approach rates and resource utilization.

The product is flexible. E.g., the work infrastructure is easy to adjust. Some other structures are really easy to configure, adjust to our behavior, and adjust to our processes.

What needs improvement?

Overall, the UI needs improvement. The UI should have more possibilities for users who are not specialized in using Planview. At the moment, it is more of a technical UI. I would like it to be an open user UI. 

improvement is needed on several modules, like resource management and outcome management. 

For how long have I used the solution?

Two years.

What do I think about the scalability of the solution?

The product can grow with us. We can add more users.

How are customer service and technical support?

The customer support center is really valuable. I have had a lot of email discussions and talks with them. We have found several solutions. Sometimes, it ends in an enhancement request.

How was the initial setup?

The initial setup was straightforward.

We plan to upgrade to version 18 next year.

Which other solutions did I evaluate?

We did an assessment of several companies.

What other advice do I have?

I would rate the product as a seven out of 10. 

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1208481 - PeerSpot reviewer
Report Architect/Developer at a insurance company with 5,001-10,000 employees
Real User
Nov 11, 2019
Flexible, customizable reporting, and integrates well with Power BI
Pros and Cons
  • "The most valuable feature of this solution is reporting."
  • "The biggest benefit that we have seen is that it's increased visibility across the board and given us a lot of data to actually make data-driven decisions, whereas before this product we didn't have the level of detail to make informed decisions around a lot of trade-offs with our strategic portfolio."
  • "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."

What is our primary use case?

Our primary use case for this solution is for managing a 450 million dollar portfolio from the inception and ideas into a strategy. We do this by turning it into an actual project and then understanding how that project performed and taking lessons learned for the next time around.

How has it helped my organization?

The biggest benefit that we have seen is that it's increased visibility across the board. It's given us a lot of data to actually make data-driven decisions, whereas before this product we didn't have the level of detail to make informed decisions around a lot of trade-offs with our strategic portfolio.

With respect to our organizational strategy, it has not been transformed by this solution, but it has enabled us to achieve our strategy and achieve our goals. We went through the large process of setting up our own IT shop in the past ten years, and Planview was a big part of being able to do that.

Collaborative Work Management has affected our operations by providing visibility and transparency throughout.

We do not yet use the Lean/Agile Delivery tools.

This solution has helped us connect funding and strategic outcomes with work execution. I do not have specific examples of this but that is my understanding from my colleagues.

The biggest impact that using Planview has had is that it has given us the ability to manage the main capacity of working our resources and getting better at that over time. We are better at planning for our people and making sure that we use them appropriately.

What is most valuable?

The most valuable feature of this solution is reporting.

The integration with Power BI, in particular, makes it very easy to get information in a useable format out to our stakeholders.

This is a flexible solution. The flexibility allows you to take care of your stakeholders in different ways. Depending on their way of working, you can accommodate several different processes.

What needs improvement?

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.

What do I think about the stability of the solution?

This solution is stable. I've not had a technical issue where I was not able to access it. It has always been a solid, high-quality platform.

What do I think about the scalability of the solution?

This solution is easily scalable. It really just depends on the administration team that you have in your company. When somebody wants it, you ask them a few questions then you turn things on for them.

How are customer service and technical support?

The technical support is among the best in the industry. They're very clear, very thorough and they get right to the heart of the problem. They're willing to work with you and help discover any issues that arise, as well as the implications.

Which solution did I use previously and why did I switch?

Prior to the solution, we were using the HP Portfolio and Performance Management System. We switched because it wasn't as comprehensive and couldn't handle tying everything together. We had a big issue with getting visibility.

What was our ROI?

We realize ROI through this solution because it is the way that we manage our strategic portfolio. It is difficult to quantify, but it is an essential part of our operations.

What other advice do I have?

This solution has reached a pretty comprehensive state, so it is difficult to immediately think of features that it is lacking.

My advice to anybody who is researching this type of solution is to make sure you're working with a vendor like Planview, who has a comprehensive solution from innovation to the inception of ideas all the way through getting your teams to be able to collaborate together. It really makes a difference if they're all in the same environment.

This is a good solution, but there is always room for improvement. Planview seems great at identifying what needs to be improved and then moving the ball forward.

I would rate this solution a nine out of ten.

Which deployment model are you using for this solution?

Public Cloud
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.
PeerSpot user
Specialist Project Solutions at Flowserve Corporation
Real User
Nov 11, 2019
Data can be limited to a user's needs and roles
Pros and Cons
  • "The integration stuff from tool to tool, like Projectplace to Planview, to manage projects is the most valuable feature. It keeps all our tasks up-to-date. It closely follows up with everything, which is really cool."
  • "We had issues with the data rephrasing."

What is our primary use case?

It is for total strategic management, portfolio management, etc. It is used for end-to-end projects from the beginning to the end. Our entire company is using it.

I am a developer. I work on RBI reports (financial reporting) in Enterprise One for our business leaders.

How has it helped my organization?

The product has been good. The strategic planning started in 2017. They have been making good decisions based on the data that is available in Planview. They can do a drill down to the results level and what is happening exactly in every project.

They are trying to use the product portfolio. I had news that our management team is trying to get the product portfolios in place. It's about to launch.

What is most valuable?

The integration stuff from tool to tool, like Projectplace to Planview, to manage projects is the most valuable feature. It keeps all our tasks up-to-date. It closely follows up with everything, which is really cool.

From a reporting angle, it is flexible. We can use it in multiple ways, like with the in-house dashboards inside of Planview. With the security and all its options, the data can be limited to the extent of that user's need based on their roles, which is awesome. There is a lot of connectivity to a number of tools.

What needs improvement?

We had issues with the data rephrasing. 

The integration stuff is not going so well. I heard that there are a lot of updates to version 18. It is almost 40 to 50 percent updates on the integration part. We should feel the difference and our problem should be resolved.

I am looking forward to exploring the bots on the recording part. This will really help us out when it is added.

For how long have I used the solution?

I've been using it for a year.

What do I think about the stability of the solution?

The stability is good.

What do I think about the scalability of the solution?

Impact-wise, more users and teams are getting onboard, seeing Planview within the organization. People are using it in IT, engineering, manufacturing, R&D, etc. Users are increasing daily.

How are customer service and technical support?

Technical support is awesome. I personally know Natalia. I have been interacting with her for my last couple of calls. Whenever we have support, we raise the last developmental request, and they are very good. They're very helpful all the time.

What other advice do I have?

The product is a nine out of 10. I need to give a little space for improvement.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1208541 - PeerSpot reviewer
Sr Analyst at a financial services firm with 1,001-5,000 employees
Real User
Nov 11, 2019
Enables us to see planned project start and end times along with their costs
Pros and Cons
  • "The most valuable features are the resource management, the time sheet entry and usage, and the financial planning. With our projects, we primarily focus on resource assignments, as far as determining the actual forecast and actuals of our projects. A lot of it is based off of the resources utilized on those projects. The time based helps us capture the actuals. The amount of time people are spending on working on their project tasks. Because they've built this into the schedule, so we can build the forecast. With financial planning, we're able to look back on what our variance is and if there is anything between the scheduled forecasted hours, dollars against the actual hours, and the costs that they utilize."
  • "Planview has helped connect funding and strategic outcomes with work execution because we utilize the strategic module within Enterprise One to help with that work."
  • "I would like a bit more flexibility, as far as the configuration, and have additional capabilities to configure, making it more flexible for our use."

What is our primary use case?

It's primarily for project and portfolio management, which includes resource assignments onto projects as well as financial management of our projects.

How has it helped my organization?

When we implemented it, we were able to intentionally assign resources to the projects that they've been approved for. Previously, we didn't have a way of restricting resources from charging time against any active projects that we have. By utilizing Enterprise One, we were able to reflect and show the resources when they went to enter their time sheets for only active projects and projects that they were approved to work on. This meant that they were charging hours against work that their project manager was expecting them to work on.

We are still going through a lot of transformation as an organization on the whole. Planview is a good partner because one of the ways that we have tried to change our strategies is to move to a product-based approach. I think Planview will help us with that.

It has helped to transform our organization’s delivery. It is enabled us to see actual planned start and end times of projects, then we can look back when the projects actually closed out. This gives us an opportunity to look back, and say, "Why did it take us so long to finish a project, especially if it went above the proposed plan?" It also manages our costs to say, "Based on how we're trending on our costs, how are we going to finish within budget? Are we likely to go over budget?" This also affects schedule.

Planview has helped connect funding and strategic outcomes with work execution because we utilize the strategic module within Enterprise One to help with that work.

The biggest impact has been resource assignment and management. It has helped us consolidate those and be very intentional as far as the tasks that resources are assigned to track. It has a big impact on our financial planning as well.

What is most valuable?

The most valuable features are the resource management, the time sheet entry and usage, and the financial planning. With our projects, we primarily focus on resource assignments, as far as determining the actual forecast and actuals of our projects. A lot of it is based off of the resources utilized on those projects. The time based helps us capture the actuals. The amount of time people are spending on working on their project tasks. Because they've built this into the schedule, so we can build the forecast. With financial planning, we're able to look back on what our variance is and if there is anything between the scheduled forecasted hours, dollars against the actual hours, and the costs that they utilize.

We are able to adjust it based on any process changes that I've identified as far as our work types and the way our workflows work. We're able to go in there and make those changes ourselves. It's helped us because we can do some self configurations.

What needs improvement?

I would like a bit more flexibility, as far as the configuration, and have additional capabilities to configure, making it more flexible for our use.

For how long have I used the solution?

We've been using it for 14 months.

What do I think about the stability of the solution?

It's very stable. I am very happy with the stability.

What do I think about the scalability of the solution?

It is very scalable. I think it's helping us grow, as far as we are a changing organization. Planview has been able to grow with us in that respect.

How are customer service and technical support?

We've used that technical support. We have faced some challenges with some of the enhancement requests that we might want information on and the process it takes to get some of those changes put in. The process has improved from when we first implemented it. We have noticed a difference. 

I am leaning towards rating the technical support a seven and a half to eight out of 10. I would expect that next year, I'll probably be able to rate them a 10.

Which solution did I use previously and why did I switch?

We're using Innotas at the time, which is now Planview PPM Pro. Ironically, we didn't realize that they were going to be acquired by Planview when we started using it. We switched over just for maturity and to have better financial planning and reporting application as well.

How was the initial setup?

It was a bit complex due to the change nature of the product from where we were with our old legacy application, then moving onto Planview. Once we settled in, it became easier to use and manage.

What about the implementation team?

We partnered with Planview in terms of the initial deployment. They had an onsite consultant who helped us with the configuration and creating the test environment before we were able to cut over and move into the extra production environment. The experience with them was very good. I would rate the experience as a 10 out of 10. We had a very good cut over experience.

What was our ROI?

We don't track the ROI. I think that there is some ROI available just based on the cost of how much we've been spending on our portfolio the last year and on how Planview has helped us manage those costs.

Which other solutions did I evaluate?

From PPM Pro to Planview Enterprise One, we did not evaluate other vendors. We already had the relationship with Planview from using PPM Pro so that helped us. Planview came to us very receptive. Also with the costs, they were very understanding. Knowing that we were an existing customer, they were very much willing to work with us to make sure that we were able to transition to Enterprise One.

What other advice do I have?

I would rate them as a solid nine out of 10.

Give Enterprise One a fair consideration. It is very scalable and flexible with the changes that we are seeing with version 17. There are a lot of integrations, so the capabilities are much broader than what you may initially perceive. I would definitely put it up there as a product that is as good, if not better, than anything that's out there in the marketplace that is similar.

We are not yet using the Lean/Agile delivery tools, but we're hoping to do so in the next couple of months.

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.
PeerSpot user
IT Project Director at UT MD Anderson
Real User
Nov 11, 2019
Created a consistent way of reporting our schedules and milestones
Pros and Cons
  • "Our reporting is much better, there is much more visibility on projects, schedules, tasks, and in our milestones, and now we have a consistent way of reporting out to the committees and getting all of our schedules and milestones."
  • "Sometimes within the application, when you pull a report, it takes awhile performance-wise for the reports to pull up."

What is our primary use case?

Mainly, we use it to manage all of our strategic and capital projects. There are about 80 to 100 projects per year that we manage with it: schedules, issues, risks, and financials. We manage everything in the tool.

How has it helped my organization?

Our reporting is much better. There is much more visibility on projects, schedules, tasks, and in our milestones. Now, we have a consistent way of reporting out to the committees and getting all of our schedules and milestones.

What is most valuable?

The most valuable feature is the reporting. We are able to extract monthly reports out of Planview Enterprise One. We then report out to our leadership and executive committees. It is a combined report that lists all of the issues, risks, our schedule, and milestone. It gives leadership as well as all the committee members and everyone a one page view of the progress of the project.

The tool is easy to use, and that is good.

What needs improvement?

We had some learning issues at the start, but now that the users are in the tool day after day, they are getting there.

Power BI versus getting reports within Planview could improve. Instead of having to leverage Power BI, those reports could just be generated within the Planview tool using the tiles. This would be a huge jump for the product.

For how long have I used the solution?

We just went live in March, so about six months.

What do I think about the stability of the solution?

For most part, it's pretty stable. The only issue that we have seen is with the reports. Sometimes within the application, when you pull a report, it takes awhile performance-wise for the reports to pull up. Otherwise, it's good for the most part.

How are customer service and technical support?

The technical support is pretty good. We have opened up many cases with Planview which get addressed in a timely fashion. 

It's when we want to get into integrations that the time response could be a bit quicker.

Which solution did I use previously and why did I switch?

It is changing the culture of project management within our company a little bit. Before, we had multiple tools, so project managers were either using Excel or some had Microsoft Project. Reporting was done in different ways. This tool just brings the project management community together. We're all on the same tool and reporting on the same structure.

How was the initial setup?

The initial setup was complex because we also implemented it in a three month time frame. This was a pretty aggressive timeline for us. We got it done.

We didn't get all the integrations done, but that was sort of our phase two. We started in December with our build portion and went live in March.

Which other solutions did I evaluate?

We did not other vendors. 

We're part of UT. Because we already had an existing contract within the UT system, we piggybacked on that contract and utilized that to implement Planview.

What other advice do I have?

It is about a seven or eight out of 10. I think for the most part that the tool itself is excellent. It meets our needs. It gets us the reports that we want. It has all of the portfolio and program management functionality. All of that is working well. I would've given it a 10 out of 10 if the integrations in some of the reporting capabilities were easier,

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1208601 - PeerSpot reviewer
Manager, PM Tools at a logistics company with 10,001+ employees
Real User
Nov 11, 2019
Projects are in a single place allowing us to do portfolio level planning. We have experienced significant issues around integrations.
Pros and Cons
  • "It has been effective for our delivery; it has given us much better visibility into what is being delivered and when, and our finance/accounting department has been able to get more information than what they had before."
  • "We do have some significant issues with our integrations that we're working through. Those are not as stable or reliable as what we would like."
  • "We have some data exports. They're not even live app integrations. They're just data exports that run with our SAP instance. They either fail, hang up, or aren't configured correctly to operate."

What is our primary use case?

We're using it for IT project management and annual planning. We also have CTM (part of Enterprise One), which is the true application portfolio management tool. The application portfolio management tool is more about managing metadata around our applications that we support. However, we are looking to do the integration between CTM and the PM modules.

How has it helped my organization?

The biggest impact is the maturity around getting projects in a single place so we can do portfolio level planning and use the tool for more than just timekeeping. This has been the biggest step that we've taken so far. This year was the first year that we did all of our annual planning in the tool instead of starting it in the tool, then doing it in spreadsheets afterwards. So, we're still growing there.

It has been effective for our delivery. It's given us much better visibility into what is being delivered and when.

Our finance/accounting department has been able to get more information than what they had before.

It helps connect funding with work execution. All of our projects have budgets and expected benefits to calculate an NPV. That is part of our annual planning processes. Then, we track monthly reforecasts and progress against those plans.

What is most valuable?

The visibility across the portfolio, who is responsible for what projects, who is working them, and where we are in terms of financials.

What needs improvement?

The integrations need improvement. We have some data exports. They're not even live app integrations. They're just data exports that run with our SAP instance. They either fail, hang up, or aren't configured correctly to operate. Those are the issues that we're running into now.

Some things that we're looking forward to are alerts and monitoring notifications for active notifications. We would also like more about the history of actions which are happening within the tool, so more recordable history.

For how long have I used the solution?

We have been using the tool since 2016.

What do I think about the stability of the solution?

The platform is stable. We rarely have any issues with Planview for functionality. We don't have any issues with crashes.

We do have some significant issues with our integrations that we're working through. Those are not as stable or reliable as what we would like. I think it's processed-related, but it's all on the Planview side.

What do I think about the scalability of the solution?

We haven't run into any issues with scalability.

We have run into a few issues with performance. It just seems to be slow, depending on how many activities you have in a work breakdown structure, how many projects in a portfolio resource, etc.

We are planning to implement more features, as the organization can absorb that change. We haven't tapped all of the capabilities of it yet.

How are customer service and technical support?

We have used the professional services for the integrations. Their support is good except when the applications don't work. 

We have had several conversation, even at Horizons. It is really a process issue.

Which solution did I use previously and why did I switch?

We switched from Primavera. We had sort of outgrown it. We needed more of a project and something that would be a little bit easier to use for our projects. We weren't taking advantage of the full capabilities of Primavera.

How was the initial setup?

It's very complex. Maybe it was a lack of defined processes on our side of things. We really struggled to understand how we needed to answer the questions that they were asking, so they could configure it to support our processes.

We overcame it by trial and error. We kept at it until we got to a point where we could at least deploy and start tracking time, then grew from there.

What about the implementation team?

It's been several years, but we did use professional services for their initial rapid deployment.

What was our ROI?

We would have a hard time calculating ROI at this point. It has been part of our normal operations for several years. Knowing what it would be without the tool, that would be difficult to calculate.

What's my experience with pricing, setup cost, and licensing?

We recently did a new bundle for all of Enterprise One. It includes some of the newer pieces, like Projectplace and LeanKit. It bundled our CTM in with it as well. I think the total came out to be about $900,000 a year. This is for unlimited licenses.

Which other solutions did I evaluate?

We did evaluate other vendors.

We don't use Planview's Lean/Agile delivery tools. We use VersionOne.

What other advice do I have?

Start with processes first. Do that hard work before you get Planview in and start talking about the capabilities of the tool. The tool can do pretty much anything you need it to do, but you need to know first what it needs to do for your company.

The tool is very powerful. Sometimes that complexity makes it difficult to use, but it certainly has more than what we need.

The tool has a lot of potential. Our particular implementation of it has some work to be done. I would rate it a seven out of 10.

We don't use Projectplace.

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.
PeerSpot user
Buyer's Guide
Download our free Planview Portfolios Report and get advice and tips from experienced pros sharing their opinions.
Updated: June 2026
Buyer's Guide
Download our free Planview Portfolios Report and get advice and tips from experienced pros sharing their opinions.