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Planview

Planview Portfolios

Composite Score

7.8 /10

CX Score

8.3 /10

9 Reviews Write a Review

What is Planview Portfolios?

With a line of sight from strategy to delivery, Planview’s project portfolio management software enables leaders to optimize program and project portfolios, balance capacity against demand, prioritize work, focus resources, and empower teams to deliver.

Company Details

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Planview Portfolios Ratings

Real user data aggregated to summarize the product performance and customer experience.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

87 Likeliness to Recommend

100 Plan to Renew

88 Satisfaction of Cost Relative to Value

100

Product Experience

100

Negotiation and Contract

Conflict Resolution

100

Strategy & Innovation

Service Experience

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Emotional Footprint Overview

Product Experience:: 100%
Negotiation and Contract:: 100%
Conflict Resolution:: 98%
Strategy & Innovation:: 100%
Service Experience:: 98%

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+99 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Planview Portfolios?

0% Negative

0% Neutral

100% Positive

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Feature Ratings

Average 84

Planning and Scheduling

Collaboration

Financial Reporting and Consolidation

Governance Risk and Compliance

Process Simulation and Execution

Data Visualization

BI and Performance Management

Budgeting and Forecasting

Business Application Integration

Marketing Analytics

Mobile Access

Vendor Capability Ratings

Average 85

Ease of Implementation

Ease of Customization

Breadth of Features

Product Strategy and Rate of Improvement

Usability and Intuitiveness

Business Value Created

Availability and Quality of Training

Vendor Support

Ease of Data Integration

Quality of Features

Ease of IT Administration

Also Featured in...

Project Portfolio Management - Enterprise

Translation missing: en.product_page.ratings.score 8.3

View Planview Portfolios in this category (opens in a new tab)

Project Portfolio Management - Midmarket

Translation missing: en.product_page.ratings.score 8.3

View Planview Portfolios in this category (opens in a new tab)

Planview Portfolios Reviews

Karen L.

Role: Sales Marketing
Industry: Technology
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Feb 2024

Using Insight to Enhance Your Marketing Plan

Likeliness to Recommend

9 /10

What differentiates Planview Portfolios from other similar products?

Planview Portfolios is notable for its flexibility and transparency. Projects, campaigns, and tasks can be organized into customizable portfolios. Linking work to strategic objectives keeps everything aligned with high-level goals. Real-time reporting on budgets, resources, and KPIs gives leadership full visibility. Planview Portfolios excels at optimizing existing investments by highlighting what's working and merits greater focus.

What is your favorite aspect of this product?

As a marketing manager, I appreciate how Planview Portfolios allows me to track campaign performance in a comprehensive yet detailed manner. I can evaluate the overall ROI of the department while analyzing individual campaign metrics. Its user-friendly interface makes it easy to distribute and discuss reports with cross-functional teams. Resource allocation is based on the initiatives that generate the most value.

What do you dislike most about this product?

The only limitation is the absence of tools for managing native advertising and social media campaigns. For more complex digital efforts, separate solutions are still required.

What recommendations would you give to someone considering this product?

As a performance-driven marketing manager, it is essential to have visibility into campaign metrics and the ability to prioritize efforts based on key performance indicators (KPIs) such as return on investment (ROI) and conversion rates. Planview Portfolios provides a centralized solution to accomplish this. If you prioritize gaining control over your marketing strategy through measurable performance management, I wholeheartedly recommend Planview Portfolios. Its flexibility and transparency empower evidence-based decision-making to maximize ROI across all campaigns and initiatives.

Pros

Helps Innovate
Continually Improving Product
Enables Productivity
Unique Features

SRIDHAR K.

Role: Finance
Industry: Consulting
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Sep 2023

Great Product

Likeliness to Recommend

9 /10

What differentiates Planview Portfolios from other similar products?

Ease of use and product features

What is your favorite aspect of this product?

Financial and contract management

What do you dislike most about this product?

Nothing at present

What recommendations would you give to someone considering this product?

Nothing at present

Pros

Helps Innovate
Continually Improving Product
Efficient Service
Inspires Innovation

Shashank S.

Role: Consultant
Industry: Consulting
Involvement: IT Development, Integration, and Administration

Validated Review

Verified Reviewer

Submitted Jul 2024

Reliable product

Likeliness to Recommend

9 /10

What differentiates Planview Portfolios from other similar products?

As it is a cloud based platform so it enhances it's durability and flexibility, the reporting structure is quite user friendly which is easy to navigate

What is your favorite aspect of this product?

Budgeting and forecasting in a simplified way

What do you dislike most about this product?

After sale support is not at par as compared to their competitors

What recommendations would you give to someone considering this product?

Please go ahead with it as it will increase your company's performance and efficiency

Pros

Helps Innovate
Reliable
Performance Enhancing
Trustworthy

Latest Research

Planview Portfolios

What is Planview Portfolios?

Company Details

Need Assistance?

Planview Portfolios Ratings

87 Likeliness to Recommend

100 Plan to Renew

88 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

Emotional Footprint Overview

+99 Net Emotional Footprint

How much do users love Planview Portfolios?

Chart

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Planning and Scheduling Includes milestones, tasks and resource assignments (can also include WBS and CPM).

Collaboration Includes ability to view, share and direct work between co-workers in real or near real-time.

Financial Reporting and Consolidation Timely access to financial data and financial information in the forms of reports or online. Financial reporting is generated in specific periods.

Governance Risk and Compliance Includes governance, risk management, compliance, security management, controls and audit.

Process Simulation and Execution Includes ability to test and optimize the performance of a process using historical data.

Data Visualization Visualize customer data in configurable dashboards or reports, and easily share these visualizations with decision makers.

BI and Performance Management Includes all aspects of reporting and BI analytics, as well as planning and optimization.

Budgeting and Forecasting Includes financial information access, budget projections, assessment and analysis, tax planning, and scenario planning.

Business Application Integration APIs available for straightforward integration with multiple business systems such as ERP or CRM.

Marketing Analytics Predictive analytics, machine learning, data ingestion and visualization; data segmentation; assign attributes to unstructured data; work from segmented data.

Mobile Access The solution can be easily accessed by employees through a dedicated native application or HTML5 access.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Also Featured in...

Project Portfolio Management - Enterprise

Project Portfolio Management - Midmarket

Planview Portfolios Reviews

Karen L.

Using Insight to Enhance Your Marketing Plan

Likeliness to Recommend

Pros

SRIDHAR K.

Great Product

Likeliness to Recommend

Pros

Shashank S.

Reliable product

Likeliness to Recommend

Pros

Title

Feature Ratings

Planning and Scheduling

Collaboration

Financial Reporting and Consolidation

Governance Risk and Compliance

Process Simulation and Execution

Data Visualization

BI and Performance Management

Budgeting and Forecasting

Business Application Integration

Marketing Analytics

Mobile Access

Vendor Capability Ratings

Ease of Implementation

Ease of Customization

Breadth of Features

Product Strategy and Rate of Improvement

Usability and Intuitiveness

Business Value Created

Availability and Quality of Training

Vendor Support

Ease of Data Integration

Quality of Features

Ease of IT Administration