Planview Evaluation – The Good and Dangerous for 2023

Planview is a complete undertaking portfolio administration (PPM) platform that helps organizations maximize the worth of their investments in tasks and assets. For these seeking to streamline their undertaking portfolio, Planview gives an answer that covers your complete undertaking lifecycle, from ideation and planning to execution and post-project management.

However how does it stand out amongst different undertaking portfolio administration instruments? We’ve taken a deep dive into Planview to uncover its options and capabilities.

Planview In comparison with the Finest Undertaking Portfolio Administration Instruments

At Loopy Egg, we’ve used loads of undertaking portfolio administration instruments, and we’ve narrowed one of the best down to a few Golden Eggs—one of the best of one of the best. To earn a spot on our listing of the greatest undertaking portfolio administration instruments, a model should provide an exemplary product, stand out from its opponents, and have loads of buyer evaluations that again up the model’s claims.

Monday.com gives unparalleled versatility and customization for undertaking administration, making it one of many superior instruments obtainable in the present day. Particular person customers can get began without spending a dime in the present day.

Hive is the right software for collaboration and undertaking administration inside groups. You may get your workforce up and working now for simply $12 per person monthly.

Asana is a no-fuss, no-nonsense PPM software that any group can use, enterprise or particular person. It’s free to make use of, however paid plans begin at simply $10.99 per person monthly. For people and groups simply getting began, Asana is free eternally.

Planview: The Good and the Dangerous

For software program merchandise, a number of elements point out success. At Loopy Egg, we thought of ease of use, options and capabilities, scalability, buyer help, pricing, and buyer scores when evaluating Planview to its opponents. In fact, there are issues we love and don’t love about any product, and Planview is not any exception.

What Planview is Good At

A number of Workspace Creation: To forestall knowledge overload, Projectplace can create a number of workspaces. These are particularly useful for medium-sized companies since they allow departments and tasks to be segmented individually. Directors may be assigned from amongst your workforce’s key members for every workspace, making it simpler to handle info extra successfully.

Complete Useful resource Administration: Planview’s useful resource administration module is complete, permitting customers to simply observe and handle assets throughout a number of tasks. It additionally gives consolidated reporting, which supplies an in depth overview of key efficiency metrics like useful resource utilization, undertaking portfolio efficiency, and funds allocations.

Begin-to-Finish Undertaking Administration Capability: Planview wouldn’t be an enterprise software if it didn’t provide instruments for your complete undertaking lifecycle. Planview’s options cowl ideation, planning, execution, and post-project management. With Planview, you’ll have entry to an array of instruments and options that can consolidate each facet of your undertaking administration efforts. This platform unites demand activation and ideation within the early phases by means of useful resource and time optimization each day. The useful resource administration part is particularly efficient because it permits customers to look at macro-level knowledge and tangible particulars whereas instantly stating any overloaded areas.

Collaborative Options for All Departments: All of Planview’s instruments hyperlink collectively to present you a complete view of your organization from a single supply of reality. Portfolio administration, undertaking administration, capital planning, enterprise forecasting, and useful resource administration—all of Planview’s options are united by its built-in platform. With that type of visibility, it’s simple for various departments to collaborate.

Detailed Doc Sharing and Monitoring: Planview’s doc sharing and monitoring instruments permit customers to retailer paperwork within the cloud, observe all adjustments made, and assign authors. The change historical past lets you already know who edited a doc, once they did it, and what adjustments they’ve made so that you could simply maintain observe of your workforce’s progress.

Sturdy and Customizable Enterprise Options: Every thing from Planview’s suite of instruments is customizable, that means that you would be able to tailor it to your workforce’s particular person wants. The corporate gives 12 separate options that combine with one another, and those you find yourself utilizing are decided based mostly in your group’s wants. Which means that customers can develop a platform that works greatest for his or her groups, irrespective of the scale or scope of the tasks.

What Planview is Missing

Dated UI/UX: The person interface and person expertise of Planview might use some vital enchancment. When you get used to it after utilizing it for some time, there’s nonetheless a studying curve. Plus, the design is a bit dated in comparison with different instruments available on the market. The very best undertaking portfolio administration instruments all have easy, intuitive designs.

Lack of Clear Pricing: Planview’s pricing is custom-made, making it powerful to funds for. With little to no info on their web site (or the remainder of the web), it’s laborious for an organization to grasp what they’d pay for the service with out getting on a number of calls, scheduling a demo, and going forwards and backwards with the gross sales workforce. And even then, it’s laborious to know whether or not or not all of the instruments are helpful. With a platform like Monday.com or Asana, customers are only a few clicks away from a straightforward setup.

An Overabundance of Instruments: The sheer variety of functionalities this software program gives may be considerably overwhelming. Whereas it’s nice to know that Planview has one thing for each kind of firm, the sheer variety of options may be an impediment when on the lookout for an answer. With so many instruments and customization choices obtainable, it’s simple to spend an excessive amount of time experimenting with varied options and over-cluttering your platform.

Poor Communication Between Platforms: While you join Planview, you’ll use a number of platforms inside their ecosystem. When utilizing ProjectPlace or Enterprise One, for instance, a lot of the information is just not ported again to the principle platform. This will make getting a single view of your undertaking and its progress troublesome. At that time, they’re two totally different merchandise and do the other of what they’re alleged to (i.e., make your enterprise operations extra light-weight).

Challenges With Reporting: Advert hoc reporting may be troublesome in Planview, particularly while you want a fast snapshot of data. It’s important to manually change report parameters and generate new reviews each time—a tedious and time-consuming course of. Undertaking planning reviews can be troublesome to construct, with many alternative parameters to enter and restricted methods to do it mechanically.

Planview Choices and Pricing

Planview’s suite of instruments encompasses 12 totally different product choices, a number of of which any given buyer could use. Every of those merchandise is priced individually, and the entire price for a Planview bundle will differ wildly relying on which toolset you select and the way massive your group is. Nearly all pricing is customized, and there’s restricted info on the corporate web site as to what customers truly pay for entry to the platform.

Planview Portfolios

Planview Portfolios (previously Enterprise One) is an all-encompassing undertaking portfolio administration software program crafted for giant, high-level organizations. This complete system incorporates two separate parts – the Planview Enterprise’s Portfolio and Useful resource Administration part, in addition to Troux’s Functionality and Know-how Administration.

By bridging enterprise planning with technical capabilities into one centralized platform, this dynamic answer permits enterprises to maximise their worth whereas optimizing obtainable assets throughout every little thing from strategic planning to funding prioritization.

Made for enterprise corporations that must handle the end-to-end lifecycle of tasks, Planview Portfolios lets customers align enterprise targets with assets and capabilities, develop extra dependable forecasts for future investments, observe progress in real-time, and make higher choices rapidly.

But it surely additionally requires a big upfront funding in cash, time, and assets. Most organizations don’t want to fret about Planview Portfolios until they handle very massive tasks and groups on a world scale.

Planview AdaptiveWork

For organizations on the lookout for a lighter, extra agile undertaking and portfolio administration platform, Planview AdaptiveWork (previously Clarizen One) is the higher alternative. This cloud-based answer permits groups to collaborate on tasks in real-time with options comparable to process boards, on-line Kanban boards, and chat capabilities to maintain stakeholders within the loop.

AdaptiveWork is most helpful for workforce administration and workforce collaboration, enabling leaders to regulate workflows rapidly in response to altering market circumstances, labor calls for, and buyer wants. It additionally gives quite a few add-ins, together with motion objects, organizational charts, and warmth maps for a extra detailed view of workloads and process dependencies.

The primary level of AdaptiveWork is to assist groups work collectively successfully and effectively, eliminating the necessity for guide monitoring of tasks. This makes consumer undertaking planning a lot simpler and extra adaptive, permitting for higher visibility and management over undertaking progress.

Planview AgilePlace

AgilePlace is Planview’s Kanban software program providing, permitting distributed groups to simply collaborate and visualize workflows. It’s targeted on serving to customers handle duties throughout the context of bigger tasks or processes, utilizing boards to prepare every little thing into visible lists of duties that may be rapidly adjusted when wanted.

It additionally offers highly effective analytics capabilities, enabling leaders to measure progress and analyze efficiency knowledge to make extra knowledgeable choices. That is complemented by a collection of agile undertaking administration instruments, comparable to dash planning, card scoring, and burndown monitoring to make sure targets are met on time and on funds.

Agile program administration is the secret with Planview AgilePlace—it’s good for work planning and supply, program increment (PI) planning, and dash execution. The platform can also be extremely customizable, permitting customers to regulate views and handle duties based on their particular wants.

AgilePlace begins at $20 per person monthly and comes with a 30-day free trial. It’s the right alternative for groups seeking to benefit from kanban-style undertaking administration.

Planview Tasktop Viz

Tasktop Viz is the streaming analytics arm of Planview’s product suite. Its fundamental use case is with the CIO and engineering and product leaders, because it permits them to visualise the efficiency of their complete worth stream. It helps them discover bottlenecks, visualize progress, and supply real-time metrics that can be utilized to handle assets extra effectively.

One among its main instruments is the Circulate Modeler, an entire workflow of worth streams and their related objects. It takes every undertaking from buyer request to buyer supply after which offers detailed analytics about your complete course of. This makes it simple to establish areas for enchancment and get an correct view of progress and useful resource utilization.

In the end, Tasktop Viz gathers knowledge from across the group and turns it into visible insights, serving to executives and product leaders higher perceive the efficiency of their tasks and make extra knowledgeable choices rapidly.

Planview IdeaPlace

Innovation administration is managing concepts, methods, and assets to drive innovation inside a company. It includes figuring out and creating new merchandise, companies, and processes that present added worth for patrons and/or create a aggressive benefit for the group.

IdeaPlace is Planview’s answer to this, offering a collection of instruments to assist product builders brainstorm and develop new concepts. Its fundamental options embody an ideation platform, thought boards, thought voting, collaboration areas, customized workflows, and analytics dashboards.

The platform consists of knowledge clusters to assist brainstorm concepts and uncover traits, in addition to a library for managing and sharing analysis. It additionally offers performance to arrange targets, create plans, assign duties, and observe progress.

Planview ProjectPlace

ProjectPlace is the core undertaking administration software provided by Planview. It immediately rivals different undertaking administration instruments like Trello, Asana, and Monday.com, offering a mix of process administration and collaboration options in an easy-to-use interface.

ProjectPlace permits customers to rapidly create tasks, assign duties, observe progress, and collaborate on concepts. With threat and concern administration and undertaking templates constructed into the platform, ProjectPlace permits customers to hit the bottom working. It additionally offers detailed workload views for administration, permitting leaders to visualise their staff’ workloads and be certain that tasks are working successfully.

ProjectPlace is without doubt one of the solely components of the Planview suite that comes with a free trial. The 30-day trial interval permits executives, product leaders, and undertaking managers to get a great really feel for the software and perceive the way it can enhance their operations. A potential buyer would nonetheless have to speak to a gross sales rep to grasp the true product pricing, however that is nonetheless a good way to get an early introduction.

Planview ChangePoint

ChangePoint is a companies automation platform that companies companies (e.g., IT, skilled companies corporations, contractors) use to automate processes, handle assets and supply detailed analytics knowledge. It consists of options like useful resource planning, undertaking administration, monetary forecasting, and monitoring contractual phrases to make sure compliance.

Customers may create consumer profiles that retailer related knowledge, observe buyer relationships, and handle service requests. Bi-directional integration with present techniques like enterprise useful resource planning (ERP) and buyer relationship administration (CRM) functions helps organizations to streamline their processes.

Planview Tasktop Hub

Tasktop Hub is a DevOps software that helps organizations to combine their growth, supply, and operations processes. With reusable integration fashions, Tasktop Hub can combine knowledge throughout a number of techniques, enabling organizations to rapidly scale their DevOps initiatives. Tasktop Hub additionally offers detailed analytics, giving stakeholders a complete view of your complete course of.

Tasktop Hub gives real-time insights into undertaking well being, enabling organizations to establish potential points or alternatives early on. The intuitive dashboard permits customers to customise their reviews and share insights with different stakeholders.

Planview PPM Professional

PPM Professional is Planview’s full undertaking portfolio administration answer. It covers all elements of the portfolio, together with demand, financials, useful resource allocation, undertaking supply, and efficiency measurement. PPM Professional additionally gives highly effective analytics that permits customers to make strategic choices based mostly on data-driven insights, what-if situation planning, and integration with main enterprise functions.

Undertaking dashboards and reviews permit organizations to maintain observe of all their tasks in a single place. Customized workflows and areas permit customers to tailor the platform to their particular wants, whereas built-in analytics dashboards allow them to rapidly establish traits or anomalies of their portfolio.

Massive organizations, from universities to healthcare suppliers, use PPM Professional to handle their portfolios and allocate assets. Due to its safety, compliance, and privateness requirements, PPM Professional is trusted by a few of the world’s most security-conscious organizations.

Planview Daptiv

Daptiv is an analogous however much less in-depth undertaking portfolio administration software than PPM Professional. It gives the identical capabilities as PPM Professional however focuses on simplifying tasks and making them simpler to handle. It additionally consists of reporting and analytics to assist observe undertaking progress.

Undertaking administration places of work rely on Daptiv’s constraint-based useful resource administration platform to handle their assets extra successfully. It additionally gives a central repository for all paperwork, ensuring that everybody concerned within the undertaking has entry to the identical info.

In contrast to PPM Professional, Daptiv doesn’t have Agile methodologies constructed into it. However it may be built-in with Agile instruments like Jira to supply a complete undertaking administration answer.

Planview Barometer

Barometer is an IT operations undertaking administration answer that permits customers to trace, handle, and visualize their efficiency in real-time. It gives an intuitive dashboard with key metrics that can be utilized to check groups, tasks, or every other facet of IT operations.

Utilizing situation planning, Barometer helps organizations establish areas the place they will enhance their processes and use assets higher. Integration with different Planview instruments like PPM Professional or Daptiv permits customers to measure efficiency throughout a number of tasks, making certain that operations run easily.

Barometer is extra light-weight than the opposite ITOps instruments in Planview’s suite, so it doesn’t have the identical depth of analytics or planning capabilities. However its options are simpler to make use of and perceive for much less complicated enterprise groups.

Planview Enterprise Structure

The Enterprise Structure software from Planview helps organizations create an enterprise-wide roadmap for software and knowledge structure. It offers a typical platform for collaboration, permitting stakeholders to maintain observe of the progress and make knowledgeable choices about future tasks.

Whereas PPM software program focuses on the undertaking facet of issues, Enterprise Structure makes use of superior expertise to concentrate on how complicated relationships between knowledge and functions work collectively. Utilizing graphical modeling and evaluation, customers can visualize their present undertaking and software portfolios, in addition to strategize for the longer term.

Planview in Abstract

Planview is an entire enterprise answer with portfolio undertaking administration at its core. The huge software program platform gives a number of options to cater to a various enterprise buyer base. For giant organizations that must handle complicated tasks, IT assets, and enterprise structure, Planview gives extremely customizable and intuitive modules to fulfill their wants.

However the actuality is that the majority organizations received’t want the total suite of Planview instruments, and the complicated gross sales cycle and pricing customization is usually a barrier to entry. Most organizations are higher off with a simple different that scales with their enterprise. All three of our Golden Eggs (Monday.com, Hive, and Asana) provide low-cost, scalable options that meet practically all of the portfolio undertaking administration wants of most organizations.

To dig deeper, learn our in-depth evaluations of one of the best undertaking portfolio administration instruments.