Planview PPM Pro Overview
What is Planview PPM Pro?
Planview PPM Pro provides a top down approach to project portfolio management (PPM) completely hosted in a secure cloud platform. Planview PPM Pro software provides visibility into your programs, projects, and people to enable visibility, alignment, and improved execution across your enterprise.
Planview PPM Pro is also known as Innotas.
Planview PPM Pro Buyer's Guide
Download the Planview PPM Pro Buyer's Guide including reviews and more. Updated: April 2021
Planview PPM Pro Customers
The Weather Channel, corcs, Crayola, Scan Health Plan, Vermont, Bank of the West, North West Company, University of Southern Mississippi, Jeffries, Purdue University, Chesterfield County Virginia, City of Memphis
Planview PPM Pro Video
What users are saying about Planview PPM Pro pricing:
- "Pricing was fair and I thought it was comparable to the other ones that we looked at. Other than ServiceNow, it was the most expensive, but we knew we were going to get a lot of value for that, so we went with it. We paid $40,000 for the implementation and for the workshops."
- "A collaboration of all their tools truly gets the biggest bang for the buck."
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PMO Manager at a energy/utilities company with 1,001-5,000 employees
Makes it a lot easier in our management team to be able to visualize and view the data that we're capturing
What is our primary use case?Our primary use case of this solution is to capture all corporate business demand across the organization then to visualize that demand in a way that can be used by the senior management team to make decisions. We use it to collect a portfolio view of all projects that were in flight and various stages of the delivery lifecycle. We ride risk and issue management capabilities, capturing lessons learned, dependencies, plans, schedules, and resourcing. We also use it for: * The ability to manage and review resource information around availability, demand, and schedules. * The ability to report on… more »
Pros and Cons
- "PPM Pro has improved my organization through standardization. The big thing for us is that we came from a very immature state of play. Everyone had their own risk and issue management capabilities and their own different impacts for risks. We've been able to standardize that within the program delivery arena. That for us has been a major thing. We're all speaking the same language about the same things and using the same metrics in order to capture statuses."
- "Reporting and dashboards need improvement. They've got the new beta coming out now and I've been playing around with that in our sandbox environment."
What other advice do I have?My key advice is to standardize your terminology for projects and programs in portfolios; create a roadmap. Don't be afraid to say no, because you'll get different project managers with different experiences. Everyone will want to say, "Oh yeah, this is what I've done in the past and what I've done in the past," but don't be afraid to say no. One of the challenges with any PPM tool is that if it's not Microsoft, then people aren't normally interested and I think the other side is that actually by centralizing this stuff, you're exposing weaknesses of project managers that they may not feel…
Global IT PMO Manager at a wholesaler/distributor with 5,001-10,000 employees
Real UserTop 5
Sep 30, 2020
We can have time entries, projects, reports, and the portfolio all in one system
What is our primary use case?PPM Pro started out being just an IT application. Within the IT PMO, we needed a way to track our portfolio. We had spreadsheets with project data on them and it was cumbersome. Being able to get some portfolio analytics was important to us, and then our project managers were using all different kinds of tools. They were using MS Project, Excel, and all good stuff, but the templates and everything was all over the place. I liked PPM Pro because we could essentially build out the forms, the fields, and everything to mirror a project charter. The risk and issues log was already in there. Instead… more »
Pros and Cons
- "The dashboards are one of the most valuable aspects of this solution, although, we've only developed a few that anyone's using. There is more maturity there and, of course, we're a month and a half into this, but getting our executive leadership to see these things is half the battle. I think dashboards are going to be critical."
- "From a usability standpoint, the part where there are people on the tasks section on a team is a little challenging. Then for some reason, the in-demand reports are embedded in the resource section and to run them is just completely different and separate from the reports entity which is a lot."
What other advice do I have?I would have changed the project team that implemented this and I would have found someone much more technical if I had known that Planview wasn't going to do it. I'd probably try to find somebody who knows more about reports and dashboards because that's where the real bread and butter of it is. Right now we're getting by with some reports. Having that resource, which we just don't have right now, would have been helpful for us to really knock it out of the park when we went live with it. My advice would be to find someone technical to build it and then I would rearrange some of the…
Learn what your peers think about Planview PPM Pro. Get advice and tips from experienced pros sharing their opinions. Updated: April 2021.
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Program Manager at a manufacturing company with 10,001+ employees
Real UserTop 10
Oct 11, 2020
Indirect enabling system that enables business decision-makers to make a call and then commit to it
What is our primary use case?We use PPM Pro mainly for resource tracking and project/program management at present. Resources are tracked from the time of joining in Organization/Division until they exit. Projects are getting tracked from the conceptual phase until completion. Projects are tracked and managed through the gate mechanism. In addition to the project information, we also capture resource staffing, health, risks, status, and project stages; all of this gets updated periodically. We also use it for certain aspects of financial details from a project management aspect. Eventually, it is supposed to become a… more »
Pros and Cons
- "The timesheet & staffing management function gives us clarity in terms of how capacity planning has to happen and how much actual effort is going into the programs. The risk and project status information gets captured in the project gives more clarity for stakeholders to understand how the programs are running. We have only explored a portion of the application features so far."
- "The calculated field area needs improvement. There are a lot of formulas and functions available to make a calculated field, but it is still not comprehensive. We process the data to represent it through a report or dashboard. Due to the current constraints, for complex calculations, we do the data processing outside PPM Pro."
What other advice do I have?When we look at the budget, people, or administrative structure that we have in the system, it is too big for a single person to chew from a system administration point of view. If a system like this one is getting implemented, you need to have a workforce to manage it. Do a detailed analysis before you jump into any functionality implementation aspect because there are several underlying aspects that need to be evaluated thoroughly before a particular feature gets updated or rolled out. Once we start using a feature, it is difficult to go back and change. I would rate PPM Pro an eight out of…
Solutions Development Manager at Wake County
Real UserTop 10
Sep 27, 2020
Has taught us to collect better data and the benefits of having good data
What is our primary use case?I'm with the Wake County government and PPM Pro is our project portfolio and application portfolio management tool that is used enterprise-wide throughout the County.
Pros and Cons
- "Just about everything about the solution is valuable. I can't pinpoint one specific thing. The tool has helped us mature as an agency, has taught us to collect better data and the benefits of having good data."
- "Integrations need improvement. We have the ability now with the FLEX licensing to take advantage of the different applications. But if you want them integrated there's a really large cost associated with that. The integration should be included in the cost per license. We shouldn't have to pay these really high fees to get the systems to talk together."
What other advice do I have?My advice would be to take your time, learn it, and understand it. Know that what you put into it is what you're going to get out. Just like anything, you want to nurture it so that it grows, matures, and really shows the work. For myself and my team, it has helped to foster our reputation for accuracy, for estimating, for being able to produce or anticipate what our management's needs are, and having that information there. It helped with being able to help project what things may look like with predictive analytics. I would rate Planview PPM Pro a nine out of ten.
AVP at LPL Financial Holdings Inc.
Real UserTop 20
Sep 27, 2020
Enables program managers to group work together and see the resource demands and costs at a consolidated level
What is our primary use case?Currently, we're using PPM Pro mostly for project management and resource management and we try to incorporate last year into this year everything that's related to strategy and program portfolio management. We're expanding for 2021, trying to use the ICP component.
Pros and Cons
- "The Warm screen, even though we're not going to the deep levels and deep details of all the projects and trying to assign resources at the lowest level, it gives us a quick visual of what resources are being worked on, what projects, and on what activities they're working on. At least at a very high level, because we're not using all the assignment components to the fullest detail, but at least with what Planview gives us as a tool and how we're leveraging it, it gives us that quick view of who's working on what project and who's booking time to what project at any given time or any given a week."
- "Based on my experience, the financial management screens have gone a long way, but I think there's still some room for improvement in terms of how you model them and the different version controls."
What other advice do I have?The biggest lesson is that it's a three-legged stool. One component of that three-legged stool is the tool. One leg is Planview Enterprise. The other thing is the processor that you have in-house. To the organization, you're trying to compare the culture of the organization and the people's willingness to use the tool and to be able to adapt to changes with Planview as that as a third leg of the stool. It's one of the best that's out there on the market, but it goes along with those other two legs of the stool. If you're missing one, even if you have the best stool, it's not going to work. I…
Director of IT Application Development at a construction company with 1,001-5,000 employees
Real UserTop 10
Sep 21, 2020
Visibility is a big piece of it; we are able to see what's going on and react earlier to issues
What is our primary use case?We use it to track IT project management and portfolios. It has also been used for tracking time performance on projects by our IT team, getting a better understanding of where work was going, managing resources to those projects, and setting the priorities for the projects.
Pros and Cons
- "PPM Pro has enabled us to set up and run a project priority committee (PPC) within the organization. Without the PPM Pro tool, we wouldn't be able to have the project information, updates, and project listings in the pipeline to be able to run the meeting efficiently, give information prior to the meeting, and also run the meeting when we meet on either monthly or on a bi-monthly basis."
- "The reporting has some areas for improvement. It is not always as simple as we would like to get the reports we want or the information that we want."
What other advice do I have?We may be looking to increase our usage by a little bit, because we'd like to start pulling more of the company initiatives into products, but that has to do with the company culture and strategic plan. Moving forward, IT really doesn't have a direct impact on that. Biggest lesson learnt: The importance of visibility on the work that's being done and being asked of the IT department. I would rate it a nine out of 10.
Director IT Strategic Initiatives and PMO at a insurance company with 501-1,000 employees
Offers the right picture in terms of the dollar amount being spent on each and every project
What is our primary use case?Our primary use cases are for capacity management, resource management, and time tracking.
Pros and Cons
- "The solution's time-tracking abilities are one of the strong points. The only challenge is enabling it to the minute-level task. It's not at a project level but it's at an organization level. If I want it to be at a higher level as compared to some of the other projects where I want it to go to the nth level of a task for the time reporting, I cannot control it at a project level but it's controllable at an organization level. That's the only big challenge that I have."
- "The integration with some of these other tools that we use, like the Azure DevOps needs improvement. I heard there are few things coming within Planview or PPM Pro itself, but I think it's still future dated. These integrations are key for us from an organizational perspective."
What other advice do I have?You need to have a very clear understanding of what your requirements are, the use cases that you want to implement, and what is that you would like to develop in the tool. Based on that, you need to ensure to put the right configurations in place so that the right kind of data can be populated. Doing a thorough analysis of that requirement is key for putting up the right design and right configuration for the tool. I would rate PPM Pro an eight out of ten. There are still features that the product needs to deliver. The standard project management, in terms of the capacity of the use cases…
Developer at Thermo Fisher Scientific Inc.
Has great customization capabilities and has good project management, reporting, dashboards, and time management features
What is our primary use case?We have a multitude of divisions, big, small, and cross-functional. We have five different groups who use PPM Pro and they have their own instances. Within one, there are five or four different divisions and they all have different uses for utilizing PPM Pro. Some of them use it to manage staff, some use it for direct staffing and we have a process in place to segregate those processes or the approach they're using. It's huge. As technical support, I support all of those five instances with my team. There are two other members of our IT team.
Pros and Cons
- "PPM Pro absolutely enables us to create reusable project templates that reflect our project management lifecycle. We had a good customer session on this, where a team utilizes portfolio management and project management of the tool very intensively. We follow all of the templates but having said that, we have so many divisions and we have so many users and project managers utilizing the tools. They have a different bunch of templates. We're not just following one or two templates. We have a number of templates that the teams are using."
- "I think PPM Pro is going to release a resource self-service admin which is going to duplicate the standard groups. I think that will help us a lot because right now a standard group has their own permission and we don't know what permission is getting out to the users. After the resource self-service admin will be in place, I think we will be in a much better position in terms of the formation profile."
What other advice do I have?A project management tool can be this intuitive and this customizable. PPM Pro has great customization capability, which makes it suitable for any product or any business. It has scalability, flexibility, and customization. I can customize it the way I want, especially for the projects or the permission analytics. I think it has an intuitive interface and customization capabilities. If you have a cross-management team or a bigger team that has great project management capabilities go for PPM Pro. If you're also into reporting, dashboards, and visualization, I think PPM Pro is a great tool. It…
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