Planview PPM Pro Review

We have a single picture of all our IT projects


What is our primary use case?

It is primarily to manage IT projects. The focus right now is spent on timekeeping in IT, seeing the value-add for the IT department in the projects that they deliver to the law firm.

It's primarily me for the planning side of it.

How has it helped my organization?

It has improved our organization because the one thing that we never had before was a single picture of all our IT projects going on. Each group within IT, like operations and knowledge management systems, all had their own list of projects. Now, for the first time, we can deliver to our organization a consolidated list of what we're working on. The portfolio management has been outstanding for us.

I feel like the pace of project delivery hasn't changed much, but being able to explain where we are and the status of our projects has definitely improved since the IT department is delivering projects for a number of other business units within the firm. Primarily, this has been only used within IT at this point. We want to prove the platform, then see where we can push it into the organization further.

What is most valuable?

It is flexible, because so far we haven't been able to figure out anything that it cannot do. It's highly configurable. We've added custom field design screens to fit our needs, develop reports, and dashboards that give us the ability to deliver much better information, especially to senior IT management.

What needs improvement?

Connecting funding and strategic outcomes with work execution is a challenge right now for us. Part of what we are facing is we have a couple of drivers of where projects are coming from. One of them is our innovation group. They are just sort of tangentially using PPM Pro for recording the status of projects and not really planning them within there. We need a stronger link between our current financial reporting system and Planview PPM Pro, so we can start to more easily record our external costs in the tool.

There may be Planview products that already fill this niche. I would like a better collaboration platform with a better view at the individual level of, "What do I have to do today?" Some of the Kanban card tools and things like that are definitely next in line for us.

It has more of a classic UI instead of a more modern looking user interface. Especially IT guys are like, "How come I can't just drag my tasks from one column to another column?" We're just using PPM Pro and some of the other products may carry this. We are at Horizons to take a look at Planview's other stuff.

For how long have I used the solution?

We started implementation about this time last year. Our go live was February 1, 2019.

What do I think about the stability of the solution?

It has been very stable.

What do I think about the scalability of the solution?

The tool can growth with us.

How are customer service and technical support?

We've only had a few instances where we contacted technical support. The experience has been excellent.

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

We were using a blend of products. We're using a Microsoft Project, Microsoft Planner, and Microsoft Teams. There was nothing that tied them altogether. We looked at trying to implement some integration tools. They worked, but you're on your own with trying to keep that all running.

So, instead of managing our project portfolio, we are managing the process. This is a much better tool for that.

How was the initial setup?

I thought the setup was quite straightforward. We worked on the implementation for three to four months. One thing that was very challenging is we are really new to project management in the organization. This was not only just putting in a platform to manage projects, it was sort of instilling project management principles throughout the organization. Our implementation manager helped with a lot of those questions too.

Which other solutions did I evaluate?

We tried other tools, like Microsoft Project, Microsoft Teams, and Microsoft Planner. What I like about PPM Pro is it puts all of those tools together into one integrated platform. So, you have a good overview of what is going on in the project space of your organization.

What other advice do I have?

It is a solid eight out of 10. 

We do not use PPM Pro with Projectplace.

Which deployment model are you using for this solution?

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