Planview PPM Pro Review

Its time tracking, portfolio management reporting, and what-if analysis create visibility

What is our primary use case?

We use it for project portfolio management in the organization.

We are using the latest version.

How has it helped my organization?

We're still finalizing our implementation, but our hope is that it can prove our prioritization process and strategic decision-making.

We are expecting it to connect funding and strategic outcomes with work execution. For example, we are looking at planned cost versus actual cost holistically for our portfolio projects. That is the objective. We're at a place where we can finally start seeing that, and it's a good thing.

While we are still in the implementation process, the biggest impact has definitely been the visibility into time tracking, demand, and capacity planning.

What is most valuable?

  • Time tracking
  • Portfolio management reporting
  • What-if analysis

These features create visibility into project planning, resource capacity, and demand planning.

The solution is reasonably flexible. We can do all sorts of customization. We can tailor it to TradeStation.

What needs improvement?

When I say the solution is moderately flexible, it's really that it takes time to configure out-of-the-box. It takes some work to implement.

Some of the visualization on the reports should be a bit more modernized. I know with the newer reporting module, this might be better. Just a bit more intuitive reporting would be great.

I would like improved integration between PPM Pro, Projectplace, and LeanKit.

For how long have I used the solution?

We have been using it for about five months.

What do I think about the stability of the solution?

It's been very stable to date.

What do I think about the scalability of the solution?

It's definitely scalable. There are a lot of opportunities to customize. It's just how you implement it. That's why we think we have to use LeanKit, because of the agile integration, which is why we're here attending the conference.

How are customer service and technical support?

The technical support has been good to date.

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

We use JIRA, but we have had some challenges with using that. That's why we had to implement Planview PPM Pro.

I have a background in implementing PPM solutions and building PMOs. The company knew that we needed a visualization tool to streamline our processes. 

How was the initial setup?

The initial setup was a little complex. There is so much to customize. It'd be good to have some templates out-of-the-box.

What about the implementation team?

We used a Planview consultant for the initial deployment who has been excellent.

What was our ROI?

Because we're still in the implementation phase, ROI is not at a 100 percent.

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

We have their Flex plan.

Which other solutions did I evaluate?

We did due diligence on a multitude of companies that offer solutions, then we narrowed it down to Planview and moved forward with it.

We evaluated six different firms, including CA Clarity, KeyedIn, and Microsoft Project Server. 

The Planview customer service and sales were excellent. Support was really good. We've been very happy with it to date. 

There were other solutions were a bit more cutting edge, but Plainview was more robust. We could actually build it out as we needed, e.g., the visualization, reporting, and integration.

CA Clarity has the Jaspersoft integration for reporting. Its ability to have plugins and integrate is a bit better, but we love the stability and growth potential of the Planview product.

What other advice do I have?

Make sure you do good due diligence on LeanKit and the integration with JIRA. That is something that we didn't look into as much, even though it's part of our offering, and we need to understand it now better.

Projectplace is good for visualization and collaboration. It's a little tricky with how it syncs between the two. However, our plan is to have Projectplace for more of our collaboration space and PPM Pro do more of our reporting. We are looking to implement Projectplace in LinkedIn.

I would rate this solution as an eight (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?

Microsoft Azure
**Disclosure: I am a real user, and this review is based on my own experience and opinions.
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