Planview Enterprise One Room for Improvement

Roderic Person
Planview Administrator and Robotic Process Engineer at a financial services firm with 10,001+ employees
The content management definitely needs to improve. We don't really use content management for projects inside Enterprise One. We have actually switched to a SharePoint site. We have a feed from Enterprise One every night of all the projects that are created. And once they're created, we run our process that goes out to create SharePoint sites for each project. Because of the inability for drag-and-drop file ingestion, the best thing about it is the versioning, but that's also done in SharePoint. We just don't use it because it's HTML and it's hard to use. It's a little bit more cumbersome than it should and then we like. View full review »
Keith Kennedy
Project Administrator at Texas Mutual Insurance Company
I've personally been using Planview for going on 17 years now, and I think they have made some great improvements in it. I've used it both as a Resource Manager and Project Manager, and now I've been using it from an admin perspective for quite a while. I think some of the administrative aspects of it could be a little easier, especially when it comes to designing reports. The reporting coming out of it could be a little bit better. There are some small things that are troublesome to me as far as assigning resources, setting people up, trying to configure resource structures, and stuff like that. But those are just small nibs. I think overall from a usability perspective, it's really good. It's huge. Planview's the Microsoft of project planning and PPM. There's a lot to it and people just need to take the time to learn it. View full review »
JaymeCalabrese
Director, Office of Process and Project Management at Electronic Arts Inc.
When you get a tool, you have to know your business before you get a tool. We didn't know our business. We put the tool in and tried to wrap the business around the tool. That doesn't really work. So, we need to continue to work with them to figure out: * What do we need? * What is the best solution? * How do we work with this tool when we just trying to figure out our business? We're finally at a good place. Now, how do we restart with it the way that the tool thinks about work. Sometimes, it's just not the same way that we do. Therefore, how do we manage that within the business? How do we manage our internal customers? That's what we really have to work through. The first step was to have Planview come in and retrain our organization. That was really helpful, at least to make people not so mad, because they hated the tool. They were really nasty about it. When we rolled it out to the organization, we rolled it out in a way where we didn't ask for their help. So, there was a small group of people at the leadership level who went in and said, "Okay, this is the tool we're going to use." But, we didn't really ask the people who are going to use the product. When you do that, they get angry. They don't love that knowledge. Then, we had to go back, and say, "Okay, we're going to start over. Tell us what your grievances are." We had to identify whether the grievance was with having a tool or as a grievance with Planview. They are two very different things. Once we identified what their grievances were, Planview was able to come in, help retrain, and get some of the sentiment better just about the tool and using a product in general. Primarily, we were only focused on the project side of it. This year, we are trying to roll it out to more operational people, which is different from project side. On the project side, these are people who are sort of career project managers, product managers, and program managers. They're willing to work with us a little bit. When you move over to the operations people, this is not their business. They don't know about tools. All they want to do is help the customers. They don't want to have to deal with tools. Our challenge will be this tool is complex. It is not necessarily easy to start and learn from the beginning. How do you get people who are not professionals to adopt it, use it, and not be mean about it? That's what we're trying to work with. View full review »
Learn what your peers think about Planview Enterprise One. Get advice and tips from experienced pros sharing their opinions. Updated: February 2021.
464,369 professionals have used our research since 2012.
Kelly Brummond
Enterprise Portfolio Manager at Wellmark
We've been using it for a while, so it's about maturity. It's about being able to build out things in Agile groups and teams and some of that. Then really trying to drive into the direction of Lean Portfolio Management and more Agile program management, I think is where we're heading. View full review »
reviewer1208529
Sr PPM Administrator with 5,001-10,000 employees
I would suggest for the request module that they open up the fields and columns so it's like we are doing our work in the work module. You can't do that with today. We also have to make sure that the fields can go both ways with the request and work modules. Including fields in the column sets would be helpful, because today they only use attributes. For the multiple fields that you have, there is not a single select field, but multiple selections. You can't use those in column sets today. It excludes those fields when being reported on. So, you have to figure out another way to do that. It would be beneficial for us if it was able to integrate with other tools and have those tools integrated into Planview, which they're working on. Examples of tools being integrated DevOps, JIRA and Projectplace. Since we're a mature PMO, and not all of our PMOs are, if they can integrate with Projectplace or the Planview PPM Pro, that's good. View full review »
reviewer1208565
Project Manager at a computer software company with 501-1,000 employees
We have required more time from our resource managers to spend time in the tool. The adoption has been slower than we would have hoped. So, I would think from a rollout perspective, if Planview could help us with material which gets non-Planview users or previously light Planview users to become more heavy users of the system, then this would help us with the rollout. Our biggest improvement that we've seen has been in the annual planning process each year that we go through to map out what projects we're doing and what are we handling next. It has become noticeably easier the better that we have gotten in Planview. It's still a project management tool. It's that slow adoption thing. It hasn't come full circle in the other parts of the company. Therefore, it hasn't transformed our company's delivery. The technical support piece needs improvement. When we rolled it out, we rolled it out out-of-the-box, which didn't allow for hardly any customization. We found out that we probably should have slowed down and customized it. Giving advice to anybody, I would tell them don't do the out-of-the-box solution. It's worth it to sit down, customize it, and make it work your way. View full review »
reviewer1421355
System Administrator at a financial services firm with 1,001-5,000 employees
I do all of the reporting for Enterprise One and it's not as user-friendly. So there's not a whole lot of flexibility of what we can do with the reports or custom reports like we could in our old system. The ability to customize reports is not there. And we actually have to pay for Planview consultants to capture reporting that we really need because of the inability to configure the current track record for Enterprise One. That's the thing that we are struggling with is the reporting capability in Enterprise One, without having to pay for extra services from Planview to get what we need. The downfall of this is because Enterprise One is a hosted application, our administrators do not have access to the data table to all of the data tables, to all of the data, and all of the data sets that are running in the background. The feature to create summary reports across multiple projects affects our ability to share the big picture with management. The flexibility to customize the reports in the way that management would like to see them, we cannot do. We have to engage Planview in order to have access to data to provide to management. The reporting capability and access to the fields for our system administrators to have access to the data without having to pay Enterprise One to get the data that's needed to create custom reports for management to create reports need improvement. Another improvement would be on the request side for visibility. For the requesters to see progress for work and reporting for requesters portfolios, and for requesters to be able to monitor the working end to end. I would also like to have the ability to report at a task level for chargeback purposes. View full review »
reviewer1425102
Senior Manager at a financial services firm with 10,001+ employees
I find it a little difficult to forecast the remaining effort but even though I've been using it for years I don't think that as a company we have been using it to its full extent. There is probably a little bit of process change that's required on our side, as well as understanding as to how Planview works with forecasting. It's more internal for us to look at from a process point of view, to understand how the forecasting works. We're a bit unique because we're also using another tool called MIS along with this application and it's integrated with Planview Enterprise One. It gets a ton of the information from there and that's where we're actually relying on financial forecasts. The integration was okay until Planview changed its integration software from Appian. They have Integration as a Service now and we're not using it. We're continuing to use Appian with our own licensing of the software for on-premise. Being the IT development manager who implements the upgrades for Planview, I would love to see more thorough testing of expenditures and more thorough testing in general. When we do an upgrade, we have to do quite a bit of testing because we can affect the bottom line. We have to understand that Planview is upstream from our financial tool that derives the capitalization of applications. We have to do extensive testing and when we implement a release, we find numerous bugs and we have to have hot-fixes and patches put in on top of whatever we're testing at the time. Because it's such a huge amount of effort to upgrade the application we can't go to the next release, even if it has the next fixes on it because we're going to have to redo all the testing. We'll set the project back months, and then we find another bug. It's very difficult. If we can have better and higher quality testing coming from Planview software, then we'll have higher confidence in putting the software in and not testing the out-of-the-box functionality. View full review »
Ray Veenema
Portfolio Manager at State Of Delaware
The biggest room for improvement are the scripted dialogues. The scripted dialogues are a logic that you set up to force a certain workflow or process to happen. It's very old in respect that there are no clauses that you can apply to that logic. That definitely can use a lot of room for improvement. The amount of text that you can manage within a scripted dialogue is limited as well. That can use some room for improvement as well. View full review »
ProjectMan83637
Project Manager at a manufacturing company with 10,001+ employees
Its view into RCCP and availability does not at all help us to manage resources. It is one of the worst features of Enterprise One where everybody in our company hates the tool and are sort of forced to use it for RCCP, some teams have moved to use other tools for the same and use E1 as recording tool only. Enterprise One does not provide any insight to respective resources on the available work and the left out work when he or she goes to the timesheet. It is like filling an Excel sheet from 15 years ago. New solutions out there actually do a better job. The solutions I am referring to are JIRA as well as Confluence. With that connectivity I see many of my IT teams doing Agile timesheet planning with sort of a background timer capturing the time being spent on a activity. Enterprise One has got a very rap in the organization due to its bad UI and complicated UX. The steep learning curve and inability of other non project resources finding it hard to use the tool makes it hard for people to recommend the tool. The number one thing that needs improvement is the UI. It should be easy for even casual project managers. It should provide customizable screens that look modern and can be a choice for project managers to choose at a professional level, medium level, and a very easy level. I am thinking 3 separate standard Ui that you can choose as per level of users. Many PM;s track projects using different tools and sometimes they end up using PV as a record system. Enterprise One does not provide a good risk assessment functionality and does not provide a good what-if analysis functionality, it would be preferable to have this in a good UX. It does not provide end-to-end work management for the full spectrum of types of work in one tool. It's 50/50. It is very difficult to use Enterprise One as a tool that one would WANT to use to better the project. It is at this point, a record system that we are bring told to use as it gives nice metrics for leadership to make decisions. View full review »
Allan Shafer
IT Architect at a healthcare company with 1,001-5,000 employees
In terms of improvement, I know one of the things they're moving to is a single Planview account ID. Right now, if you have multiple Planview products, you have to log on multiple times. But that's a general statement. It's not specific to Enterprise One. View full review »
reviewer1425114
Director of IT at a educational organization with 10,001+ employees
The resource area needs improvement. The improvements that have been made recently in the later versions have been good improvements, but I think there are some more improvements needed there. I would like to see where we could add a few of our own fields and be able to track some additional information such as release information attached to the pieces of work so we can tie our accounting codes into the work and the release at the resource level. I don't think there's been a lot of investment in the request area. That's our intake and it seems to have remained the same over many years. I feel there's a disconnect from when we enter a new request, and if we approve it and dispatch work, the request and the work are then disconnected. View full review »
GeorgiaHauschild
Sr Program Manager at Fresenius Medical Care
I don't find the solution flexible. We have almost like a third-party group who has to do a lot of our configurations. It's a bit painful for us anytime we want to make a change. The other issue is that we have different groups all in the same instance. So, if one group wants to make a change, it impacts everyone. Then, we all have to come together, to say, "Yes, we approve this change, or no, we do not." Thus, it has not been as flexible for us. However, I don't know how much of this is a result of the way that we set up the configuration versus the true flexibility within the tool. View full review »
NaikJagesar
Enterprise Architect at Qualcomm Incorporated
Configuring the UI in the content management system is too elaborate and too time-consuming. The look and feel are outdated because it's more than ten years old, so it's not that flexible when it comes to using the real estate that you have on the screen to cater to certain persons. If you look nowadays at web UIs, they are more intuitive than what is currently provided. The workflow engine needs to be improved to provide for easier configuration and better functionality. Creating workflows needs to be done in multiple places, and the process is elaborate and time-consuming. We would like to see improvements made on the CTM side and the survey engine. We are now doing app rationalization and we took all of our applications out of Planview CTM and put them into a different tool to run the surveys. All the parts are there for a low code platform, it needs some uplifting in the UI and workflow. this is the real untapped possibility of CTM. View full review »
reviewer1422000
Senior Director at a pharma/biotech company with 10,001+ employees
The scheduling's kind of clunky in terms of its ability for us to see what stage work is at. They could have done better with that. It can be difficult to use. We don't use its ability to create summary reports across multiple projects. I think it's poor. View full review »
reviewer1208592
Platforms Administrator at a manufacturing company with 51-200 employees
When I started working with Planview, I didn't know anything about project or resource management. I had to learn everything: the admin side, then the user side of it. Probably, in the beginning, I would implement in the blueprint or workshops more demos. A live demo of how the system works because we would like a little deeper dive in how the application works for us to understand what we need to provide, what we are doing, what we will be doing. Because in the beginning, it was so overwhelming, and we didn't know anything about the tool. You know your process. You know how you work, but you don't know how you're going to put that in the tool. If we had more demos in the beginning to make us more comfortable with the tool, we could have improved the success of the configuration. View full review »
BrianHarlin
R&D Project Management Coach at Johnsonville Sausage
I would rate it as an eight (out of 10). We have had some difficulties with trying to get the financial component of it to work the way that we want it to. The way that we do IRRs, we tried to do that in Planview and the financial model didn't quite get there. It depends on who you talk to, but some of our project managers would probably give it a higher score. When you start talking to some of our financial folks, they would probably give it a lower score, as they are trying to figure out how to best use it financially and have had some struggles. View full review »
MartinMonteiro
Sr Domain Specialist at a healthcare company with 10,001+ employees
I would like to see more documentation pieces. Right now, they do have the content repository. I would like to see more out-of-the-box features with document repository capabilities. View full review »
reviewer1208541
Sr Analyst at a financial services firm with 1,001-5,000 employees
I would like a bit more flexibility, as far as the configuration, and have additional capabilities to configure, making it more flexible for our use. View full review »
David Decker
Team Leader at Wellmark
As more and more organizations are adopting agile as a framework of how to deliver work, they should build in some flexibility within Planview of connecting the work to the teams. For example, right now the old waterfall methodology of planning was to say "Hey, I need an allocation of a resource." Normally with other tools I've seen, it's if I need an allocation of 18, I know Planview has that. We, unfortunately, made some modifications, we didn't go that route, we're on fast forward. That is an example where I think Planview has done that. When you think of planning at a PI level, roadmap planning, or release planning, I think they should make a little more headway into how agile delivery works, tying it back into the financials and the planning to Planview. I think it would be good. View full review »
AndyJohnson
PVA at Prime Therapeutics
I am looking forward to the upcoming features. Previously, we have had continuous upgrades, so not having to put in so many tickets to get in a queue to get the migration up and running. we'll leverage that. Based on issues that we've run into, such as, having to open up a ticket, then going through development and that whole process, it lengthens out to find out that, "Oh, we can't fix it. It's going to be in the next release." Then, we have to wait for that release to come out. From an admin perspective, I think the upcoming features are great. Some of the other administrative screens, like the configured screens, they are modernizing those, which is exciting. This will help me out. View full review »
MayaFlowers
Enterprise Portfolio Analyst at Wellmark
I would like to be able to copy and paste from Excel into work and assignments along with roles and hours, as opposed to having to type it out one by one. View full review »
reviewer1208601
Manager, PM Tools at a logistics company with 10,001+ employees
The integrations need improvement. We have some data exports. They're not even live app integrations. They're just data exports that run with our SAP instance. They either fail, hang up, or aren't configured correctly to operate. Those are the issues that we're running into now. Some things that we're looking forward to are alerts and monitoring notifications for active notifications. We would also like more about the history of actions which are happening within the tool, so more recordable history. View full review »
reviewer1425096
IT Business Office Group Manager at a financial services firm with 1,001-5,000 employees
The solution out-of-the-box that we established was insufficient. We had to purchase and set up OData. I don't believe that it's a great solution out-of-the-box but eventually you can get there. It does not provide end-to-end work management for the full spectrum of types of work in one tool. It also does not help with the prioritization of projects through alignment with strategic objectives. The portfolio creation user interface needs improvement. It's not intuitive, from a user experience perspective. If you've never used it, it doesn't click here and then the next thing opens, click here, then the next thing opens. You get all the features upon opening to create a portfolio. The request screens, the request process, and the workflows have a poor user experience also. The workflows are definitely not intuitive. You're clicking links and going back and forth. It's way too many clicks and it doesn't make sense. It's not intuitive. On the request side, it hasn't been updated in a long time and it's the entry point for all of our work. It could provide more data value than it does today. View full review »
Gireesh Talur
Planview Administrator at AXA XL
When it comes to reporting there are some challenges with integration. Also, some of the functionality with Microsoft is restricted. View full review »
Lavanya Jaganathan
IT Portfolio Management Senior Consultant at CNA Insurance
When I just joined, it was very easy for me to pick up. I was able to get myself familiarized within a month or two. I think it's a very easy tool to use. Although Enterprise One is easy and user-friendly, currently the learnings have been more via trial and error, I think if Planview could provide better consistent training like a tool demo, structured training, how-tos that would help tremendously. View full review »
reviewer1208538
Sr PPM Service Manager at a pharma/biotech company with 10,001+ employees
We're looking forward to version 18, upgrading there, and seeing what we can find there. It would be nice if Planview were a little more flexible. One thing that we'd absolutely really like to see is an improvement in the administration capabilities. With the Planview administrator, the interface is very time consuming, and that is not fun. We could be doing other things. View full review »
TylerStewart
Manager of IT at Regions bank
* Integration * The cost of other pieces and integrating them in. * The response to certain issues that pop up. View full review »
reviewer1208508
Business Analyst at a insurance company with 5,001-10,000 employees
I would like to be able to integrate with Oracle to supplement what we're currently doing with reporting. We aren't doing it right now, although I don't know if it's a limitation with Planview or it's a limitation with us. I know that it would be helpful for me to bridge that gap because we have to deal with two different datasets. View full review »
Carsten Mueglitz
PPMS Manager at a pharma/biotech company with 10,001+ employees
There is improvement space in the handeling of agile teams and team assignments in the work planning and the resource reservation. View full review »
HeathVerburg
Program Manager at Citizens Bank
There's still a lot of reluctance within the organization. We're not using all of the capabilities that we have today. We're still doing our strategic and capital investment planning on spreadsheets rather than using the capabilities that exist within Enterprise One. I definitely need to leverage the experts here at Planview to help drive a culture change. There's just a lot of reluctance on behalf of people within the company to put data into the tool. We have some transparency in where people are spending their time, but we haven't done a good job of resource management in the sense of predicting demand. We have a lot of opportunity there to improve. View full review »
reviewer1208481
Report Architect/Developer at a insurance company with 5,001-10,000 employees
Some of the out-of-the-box reporting is not immediately useful and although it can be configured or customized, there are still improvements that can be made. View full review »
JoaquimCols Sabata
Director of Operations at UK Santander Technology
It could do with a quicker response time for some reports or portfolios. What we are exploring now: * What happens after a business decision is made in Planwiew? * How is it enabled through other processes of the company, such as purchasing? * How we create a straight line of action for the users? We want to see what it does that is possible and what could be a good use case for it. The same way when information is collected in other systems financially, how does it comes back so we can reallocate it. Can we use something similar to ITV's business management in Planview? Is anyone else experiencing that? If so, that would be a great use case for the whole Planview community. View full review »
Steven_Lee
Senior Engineer at Northwestern Mutual
The product can probably improve in a couple areas: * Support is still a challenge. We find it challenging more due to the responsiveness and getting a case or ticket assigned to an analyst. That's what I was just doing. I was following up on an email that we opened last week. We haven't heard anything, so following up on that. So, that's one area of opportunity. * I would like them to be more product-focused with the continuing evolution of the product. As companies transform the way they do IT asset management, the product should continually change with it as well. View full review »
KashifKhan
IT Project Director at UT MD Anderson
We had some learning issues at the start, but now that the users are in the tool day after day, they are getting there. Power BI versus getting reports within Planview could improve. Instead of having to leverage Power BI, those reports could just be generated within the Planview tool using the tiles. This would be a huge jump for the product. View full review »
reviewer1208580
Associate Director, PPM Governance & Operations at a pharma/biotech company with 10,001+ employees
I think our performance issues have to do with our large portfolio. We have a lot of data in there. We're a global organization with thousands of users, and that also has an impact. The financial piece of the tool could be better. While it may have to do with the complexity of the work that we do, it seems that the tool should be able to drill down a bit deeper into the financial area. View full review »
JonMarquardt
Associate at BlackRock, Inc.
I would like easier ways to manage reporting titles in Planview. A lot of our users like to see things on dashboards, etc. I know there are integrations with Power BI and other applications. But, I would like a little more of an intuitive way for us to manage that. View full review »
reviewer1208598
Sr IT Consultant at a university with 10,001+ employees
If you have a tool, you want customer support with people who you can depend on. It seems like we cannot depend on anyone. Customer service is lacking. Our sales rep did not bother to reach out to us in the past 2 years, and not even at the conference. He excluded us from a local meet-up he had organized. Our customer relationship manager keeps changing. It seems like we have nobody that we really can rely on. View full review »
MichaelRay
Manager, Project Governance at Clorox
We want to deploy the program management function. We are not there yet. It's not already part of our solution. It's a further enhancement that we want to purchase eventually. View full review »
reviewer1359216
Senior Consultant / Project Manager at a government with 5,001-10,000 employees
I think that the user interface needs some getting used to. It's not immediately intuitive. That's potentially room for improvement. I think also that an organization needs to have good support from some senior management to get something like Planview established. If that's missing, then it's not so easy to get support for it in the organization. If I was to talk about a feature or something for improvement, I think it would be the user interface and, in particular, the link between strategy and work. View full review »
Vamsi KiranPasala
Specialist Project Solutions at Flowserve Corporation
We had issues with the data rephrasing. The integration stuff is not going so well. I heard that there are a lot of updates to version 18. It is almost 40 to 50 percent updates on the integration part. We should feel the difference and our problem should be resolved. I am looking forward to exploring the bots on the recording part. This will really help us out when it is added. View full review »
Hitesh-Patel
Senior Project Analyst at Otpp
It is a bit of a rigid system. We are looking to upgrade next year and the big thing for us is BI integration. The project already has that, so that is what I'm looking for, and Planview has sort of covered that base already. This will make our reporting a lot more customized. We can be more flexible. Right now, we are sort of using custom reports, which can be a bit buggy, as they're not native to Planview. This will be native integration. View full review »
reviewer1208511
Director IT at a insurance company with 10,001+ employees
Our version is definitely set up a bit more waterfall world. It would be better if some of the agile features were more in the standard product. View full review »
CarstenMueglitz
PPM Services Manager at Roche Diabetes Care
Overall, the UI needs improvement. The UI should have more possibilities for users who are not specialized in using Planview. At the moment, it is more of a technical UI. I would like it to be an open user UI. improvement is needed on several modules, like resource management and outcome management. View full review »
Learn what your peers think about Planview Enterprise One. Get advice and tips from experienced pros sharing their opinions. Updated: February 2021.
464,369 professionals have used our research since 2012.