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 presents an answer that covers your entire 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 Mission Portfolio Administration Instruments
At Loopy Egg, we’ve used loads of undertaking portfolio administration instruments, and we’ve narrowed the perfect down to 3 Golden Eggs—the perfect of the perfect. To earn a spot on our checklist of the best project portfolio management tools, a model should supply an exemplary product, stand out from its opponents, and have loads of buyer opinions that again up the model’s claims.
Monday.com presents unparalleled versatility and customization for undertaking administration, making it one of many superior instruments obtainable in the present day. Individual users can get started for free today.
Hive is the proper instrument for collaboration and undertaking administration inside groups. You can get your team up and running now for just $12 per user per month.
Asana is a no-fuss, no-nonsense PPM instrument 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 per 30 days. For individuals and teams just getting started, Asana is free forever.
Planview: The Good and the Dangerous
For software program merchandise, a number of elements point out success. At Loopy Egg, we thought-about ease of use, options and capabilities, scalability, buyer help, pricing, and buyer rankings 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 information overload, Projectplace can create a number of workspaces. These are particularly helpful for medium-sized companies since they permit departments and tasks to be segmented individually. Directors could be assigned from amongst your workforce’s key members for every workspace, making it simpler to handle data 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 presents consolidated reporting, which provides an in depth overview of key efficiency metrics like useful resource utilization, undertaking portfolio efficiency, and finances allocations.
Begin-to-Finish Mission Administration Capability: Planview wouldn’t be an enterprise instrument if it didn’t supply instruments for your entire 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 may consolidate each facet of your undertaking administration efforts. This platform unites demand activation and ideation within the early phases via useful resource and time optimization day by day. The useful resource administration part is very efficient because it permits customers to look at macro-level information and tangible particulars whereas instantly mentioning any overloaded areas.
Collaborative Options for All Departments: All of Planview’s instruments hyperlink collectively to provide 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 form of visibility, it’s straightforward 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 modifications made, and assign authors. The change historical past lets you realize who edited a doc, once they did it, and what modifications they’ve made to be able to simply preserve observe of your workforce’s progress.
Strong and Customizable Enterprise Options: All the pieces from Planview’s suite of instruments is customizable, which means which you could tailor it to your workforce’s particular person wants. The corporate presents 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 finest for his or her groups, irrespective of the dimensions or scope of the tasks.
What Planview is Missing
Dated UI/UX: The person interface and person expertise of Planview might use some important 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 most effective undertaking portfolio administration instruments all have easy, intuitive designs.
Lack of Clear Pricing: Planview’s pricing is custom-made, making it powerful to finances for. With little to no data on their web site (or the remainder of the web), it’s laborious for a corporation to know what they’d pay for the service with out getting on a number of calls, scheduling a demo, and going backwards and forwards 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 just some clicks away from a straightforward setup.
An Overabundance of Instruments: The sheer variety of functionalities this software program presents could be considerably overwhelming. Whereas it’s nice to know that Planview has one thing for each sort of firm, the sheer variety of options could be an impediment when searching for an answer. With so many instruments and customization choices obtainable, it’s straightforward to spend an excessive amount of time experimenting with varied options and over-cluttering your platform.
Poor Communication Between Platforms: If 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 primary platform. This could 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 online business operations extra light-weight).
Challenges With Reporting: Advert hoc reporting could be troublesome in Planview, particularly once you want a fast snapshot of knowledge. You must manually change report parameters and generate new stories each time—a tedious and time-consuming course of. Mission planning stories may also be troublesome to construct, with many various parameters to enter and restricted methods to do it routinely.
Planview Choices and Pricing
Planview’s suite of instruments encompasses 12 totally different product choices, a number of of which any given buyer might use. Every of those merchandise is priced individually, and the overall price for a Planview bundle will differ wildly relying on which toolset you select and the way giant your group is. Virtually all pricing is customized, and there may be restricted data 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 big, high-level organizations. This complete system incorporates two separate elements – 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 have to 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 shortly.
Nevertheless it 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 giant tasks and groups on a worldwide scale.
Planview AdaptiveWork
For organizations searching 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 reminiscent of job 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 shortly in response to altering market circumstances, labor calls for, and buyer wants. It additionally presents quite a few add-ins, together with motion objects, organizational charts, and warmth maps for a extra detailed view of workloads and job dependencies.
The principle level of AdaptiveWork is to assist groups work collectively successfully and effectively, eliminating the necessity for guide monitoring of tasks. This makes shopper 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 centered on serving to customers handle duties inside the context of bigger tasks or processes, utilizing boards to prepare every little thing into visible lists of duties that may be shortly adjusted when wanted.
It additionally offers highly effective analytics capabilities, enabling leaders to measure progress and analyze efficiency information to make extra knowledgeable choices. That is complemented by a collection of agile undertaking administration instruments, reminiscent of dash planning, card scoring, and burndown monitoring to make sure targets are met on time and on finances.
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 in keeping with their particular wants.
AgilePlace begins at $20 per person per 30 days and comes with a 30-day free trial. It’s the proper alternative for groups seeking to reap the benefits of kanban-style undertaking administration.
Planview Tasktop Viz
Tasktop Viz is the streaming analytics arm of Planview’s product suite. Its most important use case is with the CIO and engineering and product leaders, because it permits them to visualise the efficiency of their total worth stream. It helps them discover bottlenecks, visualize progress, and supply real-time metrics that can be utilized to handle assets extra effectively.
One in all its major instruments is the Move Modeler, a whole 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 entire course of. This makes it straightforward to determine areas for enchancment and get an correct view of progress and useful resource utilization.
In the end, Tasktop Viz gathers information 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 shortly.
Planview IdeaPlace
Innovation administration is managing concepts, methods, and assets to drive innovation inside a company. It entails figuring out and creating new merchandise, providers, 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 most important options embrace an ideation platform, thought boards, thought voting, collaboration areas, customized workflows, and analytics dashboards.
The platform consists of information clusters to assist brainstorm concepts and uncover tendencies, 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 instrument supplied by Planview. It straight rivals different undertaking administration instruments like Trello, Asana, and Monday.com, offering a mixture of job administration and collaboration options in an easy-to-use interface.
ProjectPlace permits customers to shortly create tasks, assign duties, observe progress, and collaborate on concepts. With danger and situation 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 workers’ workloads and be sure that tasks are working successfully.
ProjectPlace is without doubt one of the solely parts of the Planview suite that comes with a free trial. The 30-day trial interval permits executives, product leaders, and undertaking managers to get an excellent really feel for the instrument and perceive the way it can enhance their operations. A potential buyer would nonetheless have to speak to a gross sales rep to know the true product pricing, however that is nonetheless a good way to get an early introduction.
Planview ChangePoint
ChangePoint is a providers automation platform that providers companies (e.g., IT, skilled providers corporations, contractors) use to automate processes, handle assets and supply detailed analytics information. It consists of options like useful resource planning, undertaking administration, monetary forecasting, and monitoring contractual phrases to make sure compliance.
Customers may create shopper profiles that retailer related information, observe buyer relationships, and handle service requests. Bi-directional integration with current programs like enterprise useful resource planning (ERP) and buyer relationship administration (CRM) purposes helps organizations to streamline their processes.
Planview Tasktop Hub
Tasktop Hub is a DevOps instrument that helps organizations to combine their growth, supply, and operations processes. With reusable integration fashions, Tasktop Hub can combine information throughout a number of programs, enabling organizations to shortly scale their DevOps initiatives. Tasktop Hub additionally offers detailed analytics, giving stakeholders a complete view of your entire course of.
Tasktop Hub presents real-time insights into undertaking well being, enabling organizations to determine potential points or alternatives early on. The intuitive dashboard permits customers to customise their stories and share insights with different stakeholders.
Planview PPM Professional
PPM Professional is Planview’s full undertaking portfolio administration answer. It covers all points of the portfolio, together with demand, financials, useful resource allocation, undertaking supply, and efficiency measurement. PPM Professional additionally presents 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 purposes.
Mission dashboards and stories 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 shortly determine tendencies or anomalies of their portfolio.
Giant organizations, from universities to healthcare suppliers, use PPM Professional to handle their portfolios and allocate assets. Because of 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 instrument than PPM Professional. It presents 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.
Mission administration workplaces rely upon Daptiv’s constraint-based useful resource administration platform to handle their assets extra successfully. It additionally presents a central repository for all paperwork, ensuring that everybody concerned within the undertaking has entry to the identical data.
Not like PPM Professional, Daptiv doesn’t have Agile methodologies constructed into it. However it may be built-in with Agile instruments like Jira to offer 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 presents an intuitive dashboard with key metrics that can be utilized to check groups, tasks, or some other facet of IT operations.
Utilizing situation planning, Barometer helps organizations determine areas the place they’ll 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 advanced enterprise groups.
Planview Enterprise Structure
The Enterprise Structure instrument from Planview helps organizations create an enterprise-wide roadmap for software and information 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 know-how to concentrate on how advanced relationships between information and purposes 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 a whole enterprise answer with portfolio undertaking administration at its core. The large software program platform presents a number of options to cater to a various enterprise buyer base. For big organizations that have to handle advanced tasks, IT assets, and enterprise structure, Planview presents extremely customizable and intuitive modules to fulfill their wants.
However the actuality is that almost all organizations received’t want the complete suite of Planview instruments, and the advanced gross sales cycle and pricing customization could be a barrier to entry. Most organizations are higher off with a simple various that scales with their enterprise. All three of our Golden Eggs (Monday.com, Hive, and Asana) supply low-cost, scalable options that meet practically all of the portfolio undertaking administration wants of most organizations.
To dig deeper, read our in-depth reviews of the best project portfolio management tools.
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