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NS
Director IT Strategic Initiatives and PMO at a insurance company with 501-1,000 employees
Real User
Top 10
Offers the right picture in terms of the dollar amount being spent on each and every project

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 is our primary use case?

Our primary use cases are for capacity management, resource management, and time tracking.

How has it helped my organization?

Previously, a lot of activities were done using Microsoft Excel and they had to be recreated. There were a lot of formulas and stuff like that, with a lot of manual work that resulted in a lot of errors. With PPM Pro, we don't get any errors in terms of the calculations. We get the right picture in terms of the dollar amount being spent on each and every project.

It helps from a historical perspective. In 2020, we sometimes go back and refer to 2017 for some of the projects or some of the work that was done. 

What is most valuable?

Based on our usage, capacity management and resource management are the salient features. The challenge that we have in terms of managing the portfolio is arriving at the different projects within a portfolio and ensuring that the capacity what we have meets the need. When we do the portfolio planning, the tool helps us a lot in doing so, and from the reporting perspective, it provides a good overview of where time is spent as compared to what was planned, which I feel is key for a standard project and portfolio management.

PPM Pro enables us to create usable project templates that reflect our project management lifecycle. I think it works beautifully for the waterfall-based project, though Agile-based implementations have challenges in defining such templates. The level of detail is a bit different when it comes to Agile as compared to waterfall projects.

We have customized the templates for our needs, based on our definition of waterfall and Agile. If it is a waterfall template, then you're defining your activities, you're defining your time, and the schedule. So when people report back to these specific tasks or a specific area, the time gets captured according to the phase and work that they have been doing. This works out pretty well when you take a report and compare it to say, "Okay. Where are you? What was planned?" If the design was planned for 1,000 hours of work we can see how much we have spent, where we are, and how much more is needed. It is pretty well documented.

Once the task gets completed or closed, you can't expect people to go back and report any time on it, so it's locked from that particular perspective. In terms of the Agile template, it's a different thought process altogether, specifically when a project might use different teams to work on the same project. It becomes a bit challenging, because two teams might do the work at two different times, and you may still want to keep the task open for a longer duration. It's a bit of a challenge and we are learning what the optimal way of moving forward with the Agile process is.

Because most of these Agile teams work with the task breakdown or they plan with Azure DevOps, we have a whole gamut of activity that breaks down within the Azure Boards stating the Epic's features and the task level detail. With PPM Pro, we define a high-level Epic or a feature so that the team can report the hours. There's a bit of duplication of effort there because the team has to update their activities on Azure, as well as come back and do the time reporting in PPM Pro. One of the initiatives that we have engaged with Planview is to see how to integrate both the tools.

It only takes a few minutes to create a new project. It's just a copy and paste to create a template.

In terms of the task management features, based on the parameter of the project, we have the standard tasks being defined. They would have been mostly waterfall-based projects. Then we do the phase-wise tasks, the initiation, elaboration, construction, warranty, kind of a thing. But if you take a modified Agile project then the task is derived based on the higher level Epics. It has brought a positive impact to the project management process, mostly in terms of planning financial controls or budgeting process. We rely on the tool itself to let us know the overall plan, as well as the dollar amount that is forecasted and spent.

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 leveling of time reporting is centrally controlled as compared to the control at a project level. For example, if I create a task and I create a task as a phase of initiation, elaboration, or construction and if I enable the time reporting to be at a task level, these tasks would be seen by the timesheet report by the user, to say that this project has an initiation task assigned to him and he can report the task. But if there are multiple levels of those tasks, it has a folder with three or four tasks. If the time tracking is enabled at a task level, the number of steps that you would have defined in your task shows everything to all the users.

It provides managers the insight they need to empower decision-making. When we look at our portfolio and when we want to work around either increasing or reducing that portfolio, we do use a lot of what-if analysis. That helps us in making very meaningful decisions to say whether we would be switching or investing in something else, whether that would be working on a specific system or diverting diverse posts to a different system, which would have a better return on investment. 

What needs improvement?

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. 

We're looking forward to the new dashboards and some of the capabilities.

For how long have I used the solution?

I have been using PPM Pro for five years. 

What do I think about the stability of the solution?

It is stable. It has matured a lot since the time it was called Innotas. I find the solution to be stable and robust.

What do I think about the scalability of the solution?

We have around 200 users in my company, including portfolio managers, project managers, and two admin. 

We are at an optimum level right now so we don't anticipate more users at this point in time.

How are customer service and technical support?

Support has been great. Last year we engaged with Planview to help us with some of the apps that we've been doing, specifically in terms of the forecasting, and how to manage the contingency. We did have one of the consultants engaged and working with us, but unfortunately, it was not of much help. In most of these cases, I think consultants revert to saying, "Okay. We are coming with the new financial tab and the functionality." So our problem didn't get resolved at that point in time last year. But we are hoping that the new features that are being rolled over right now will help us in what we are looking for.

I would rate their support a four out of five. There are gaps in some of the work they do but they are responsive and knowledgable. 

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

When we purchased it, it was still called Innotas. The organization hired a PMO manager who had worked in a different organization and he had experience working with Innotas.

We use MS Project and MS Teams. We never looked at any integration with PPM Pro, since we worked the process to a different aspect of work. Microsoft and PPM Pro are two different things. From the project management perspective, you can't do any time tracking in Project, and you can't do any capacity management across your portfolio. PPM Pro is focused on complex projects.

How was the initial setup?

The initial setup requires some work to be done, but it was not complex. You have to setup the organization, have customized reports, and customization. It was more of a standard process, but it was not so straightforward.

What was our ROI?

From the PMO perspective, I've written off 30 to 40% of the effort from my PM constitutes to a good amount of savings at the end of the day.

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

We have different models, some are user-based, some are a license for all the tools underneath it. It's a different combination and capacity based on the user's needs. It is optimally priced.

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 related to the portfolio, capacity, refills, time-tracking, is all good. Other features that are key from a project at a portfolio perspective in terms of auto-calculation, managing contingencies at a project level and the portfolio level need improvement.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
Saumya Singh
Developer at Thermo Fisher Scientific Inc.
Real User
Top 10
Has great customization capabilities and has good project management, reporting, dashboards, and time management features

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 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. 

How has it helped my organization?

PPM Pro is cross-functional. When I started, one of the instances was a mess because people had a different approach or different mechanism in place. For example, they were just going ahead and creating available fields for projects without anyone's permission. We did an event where we established that only the admin should be able to create the available fields. For example, if you're creating a field under one division, the nomenclature should be BID completion methods. We established that process. After that was established, it took a while when we changed the whole approach, and now we are able to utilize it more effectively. Only the admins have the access to create the available fields. We also put the description and when it was created by the field so that we have clarity on those fields as to when they were created.

After we utilized that approach, we are in a much, much better position. Earlier, it was around 4,000 available fields that I could check. It was reduced after the cleanup by 20%. We are in a much better position right now than we were before.

PPM Pro absolutely provides managers the insight they need to empower decision-making. Especially with project managers, we focus a lot on the permissions. We don't give permission to everybody to edit anything on a project. Even if you know you're a project manager, only the project manager or the admin has all kinds of necessary access to the projects. Not everybody on the team or on the staffing can edit it. Once we established that approach, it has helped the project managers a lot in executing a successful project.

What is most valuable?

The most valuable features are project management, reporting, dashboards, and time management. In terms of reporting and dashboards, we have stakeholders who are really interested in how the R&D business users are doing. They are interested in knowing which projects their resources are allocated to and what the resource allocation looks like. 

They're also interested in the financial summary, how the resources are involved in the financial aspect of the tool or in the division. I think every division has different reporting and dashboard users. There are different kinds of users who use them very differently. Reporting and dashboards are one feature that we really use a lot. We have a huge team of Power BI and PPM Pro integrates really well with Power BI.

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.

It doesn't even take a minute to create a project using PPM Pro. It's very quick.

The process of building a team within a project depends, it varies from different person to person or different project managers and how they want to utilize it. I think the most important thing is the staffing person. Resource workbench and staffing are the two most utilized features under project management.

There is a feature under the project where you can add team members. We have the permission profiles which give the team members permission to edit or modify the information on the project. For example, if you're adding a resource as a team member of the project, you give that permission to the team member and you can also limit that to the permission providers. If you don't want that team member to be able to edit the key information on the project, you just give them the view-only permission. 

The task management features are really good. A few of the divisions are using the time management part of PPM Pro very intensively. They use timesheets and allocate hours. 

PPM Pro for viewing projects and timelines is absolutely great because we have the task view and we have the spreadsheet editor. You can view projects, both the status of the project, what we're doing, and what the timeline target date is. We usually build out a report and then a dashboard and then view it collectively as a team, as a division, or as a group.

What needs improvement?

When I joined this team, I was really interested in the dashboard because earlier there were only four or five kinds of dashboards available and now we can create 14 or 15 different kinds of visualization reports and dashboards. That was an area for improvement, if you would have asked me last year. But since then, we have the reports and dashboards coming out or already available in our Sandbox. Because of that, we were using Power BI a lot, but I think now that we have different regulations, different reporting features, and dashboard features in our PPM Pro, we have enough to do a lot of stuff in the instance itself rather than using different tools.

Under projects, there are available themes that you can create based on your convenience that are limited only to the admins and project managers. That was the approach we have utilized from last year to this year, and that has helped us a lot. Also, we are very focused on utilizing the permission matrix and we utilize the standard groups a lot.

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.

For how long have I used the solution?

I joined as a technical support lead for PPM Pro in 2019. Within the organization at Thermo Fisher, we have been using PPM Pro since 2015. 

What do I think about the stability of the solution?

We don't have any stability issues. It's good. 

What do I think about the scalability of the solution?

Scalability is great. 

We have 1,026 full users and time and entry users for one instance. We have five other instances so we have close to about 2,500 users. Every division under the group has their own admin. If we have five divisions in one instance, we have an admin for each division but we also have IT teams, which I am part of. We are a team of three people, me along with two of my colleagues and we take care of all the admin needs for those five groups and for those five divisions. If somebody wants resource or user access for PPM Pro for a particular division, only the division admin or IT admin can do that. We are the IT admins and then we have the division level admin. 

R&D users use it immensely. They use it for timesheet management, reporting, dashboards, and project management.

How are customer service and technical support?

I use their technical support all the time and they're absolutely great. A few of them aren't.  

I also use the community forum where I just go and ask questions. With community discussions, I just go and ask questions and they are capitalized in terms of financial management or portfolio management.

If I see a bug or an issue or something I am not able to do under my admin capabilities, then I reach out to the customer care support. They're pretty responsive.

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

We also use Micro Focus PPM for project management in our organization and we are trying to migrate all the users from that to PPM Pro. We see the value to it and we have a huge team working on that migration. 

I think some divisions also use Microsoft Project. 

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 has great customization capabilities and is very flexible. 

I would rate PPM Pro an eight out of ten. It's highly customizable and flexible. That makes it a little bit difficult also because we have a lot of divisions and a lot of users who are utilizing PPM Pro and they go ahead and customize something based on their liking, but the other divisions don't like it. Then it becomes a little bit of a challenge. You have to call a committee and establish a process that is the process everybody is going to utilize. That makes it a little bit difficult. The customization is good but also a little bit difficult. That's where those two points are lacking. Otherwise, it's great.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
Learn what your peers think about Planview PPM Pro. Get advice and tips from experienced pros sharing their opinions. Updated: October 2021.
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Dawn McClure
IT Project Manager at a manufacturing company with 10,001+ employees
Real User
Top 5Leaderboard
Helped to reduce project delays but it should have the ability to integrate tasks with Microsoft Outlook

Pros and Cons

  • "I liked the dashboards because I need to report out on tasks completed in the last two weeks, tasks scheduled for the next two weeks, what the risks and health are. What I've been able to do is create reports based on that and then put those reports into a dashboard. The old reporting was clunky, but the beta reports got better. But then I couldn't add the beta reports to the dashboards so now they released the new beta dashboards and it works great. It does everything I need to do."
  • "I would like to schedule reports. I would like to be able to schedule a report and every Monday it sends that report to these people. That circumvents having to give them a license. It's just a way of saying "Okay, this is what's going on this week," and it just happens. I don't have to worry about it."

What is our primary use case?

We use PPM Pro for our PMO office for projects that are over a hundred hours externally, $20,000 external budget, or big projects like our SD-WAN rollout. I have a project plan that has 876 tasks.

How has it helped my organization?

PPM Pro is forcing us to put everything in one place because everything was SharePoint, Excel, Microsoft project. We have a Projectplace and we have LeanKit, so we're trying to set boundaries around what goes into LeanKit versus what goes into Planview. Projectplace was bought by our marketing department. I don't even know what they're doing with it, but at some point, it's going to force us to assess how they're using it. I don't want three tools. I either want an Agile tool or I want the full PPM Pro. It's forcing us to grow up.

We're getting to the point where it provides managers with the insight that they need to empower decision making. We have portfolios set up and we're recording our first executive report soon.

It has helped to reduce project delays because we had some issues at one of our rollouts and had to back out. I was able to because of the way I had my tasks set up and predecessors, I was able to easily move out the dates without having to do a lot of changes. It's been reduced project delays by at least 25%.

What is most valuable?

I liked the dashboards because I need to report out on tasks completed in the last two weeks, tasks scheduled for the next two weeks, what the risks and health are. What I've been able to do is create reports based on that and then put those reports into a dashboard. The old reporting was clunky, but the beta reports got better. But then I couldn't add the beta reports to the dashboards so now they released the new beta dashboards and it works great. It does everything I need to do.

PPM Pro enables us to create reusable project templates that reflect our project management lifecycle. I manage most of the ServiceNow projects. I have a ServiceNow template. We buy a lot of companies so anytime I bring on a new company, I just put in the ServiceNow template and I know every task I need to do to accurately onboard that company.

It doesn't take terribly long in PPM Pro to create a project but if I don't know the tasks, that's the longest part. Building tasks is the longest part.

I had a little confusion with how the licensing worked for building a team within a project. I was giving everybody a full license, but our administrator gave us a sit-down and said we can't give everybody a full license, we had to give them a timesheet license.

I personally haven't used the time tracking. We're not that mature yet. Our PMO just started in March, so we've had to develop a charter, recruit the members, make sure we know what the CEO expects from us. We've been managing projects at the same time building the organization so we haven't really gotten into the time management or the resource feature yet.

Its ability for viewing projects and timelines is pretty good. I have no complaints about the Gantt view or anything.

It has helped us to increase the number of projects in my organization by 50%. We actually have an intake process in ServiceNow that if you want to request a project, you have to request it in ServiceNow. It notifies the PMO team. We review it and either approve or reject it. If it's approved, then it goes to our steering committee and every two weeks the steering committee assesses which projects we're going to take.

What needs improvement?

My gripe was with the dashboards and Planview fixed that so I'm happy with it. 

I would like to schedule reports. I would like to be able to schedule a report and every Monday it sends that report to these people. That circumvents having to give them a license. It's just a way of saying "Okay, this is what's going on this week," and it just happens. I don't have to worry about it.

The only complaint that I have about the test management features is that I would like to be able to copy and paste as you can in Excel or Project. That's the hardest thing for me. I know how to do it now, but I just really want to do control C, control V. The other thing I'm looking for, which I haven't found from any of the sponsors is that I want to integrate the tasks with Microsoft Outlook. Because right now, I have to open up my task list, and then I have to add it to my calendar. I would be really interested in a way to integrate your tasks with your calendar.

What do I think about the stability of the solution?

I haven't noticed any issues with stability. 

What do I think about the scalability of the solution?

From a scalability point of view, it's not so much the platform as the cost of the license that is limiting. 

We have close to 200 users. Some of the users are global service, delivery manager, project managers, finance, we have a service desk, infrastructure team, and networking team. 

There are roughly 20,000 people in the organization and we have roughly 200 people on the tool. That demonstrates the scope of who's using it. It's mostly folks at our corporate office and IT folks at two of our other companies. Carlisle is made up of four divisions and each division has multiple companies under it. It's a company of companies.

How are customer service and technical support?

I haven't contacted technical support but the admin has. Support has been responsive and knowledgeable.

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

I have used Microsoft Solutions like MS Project or MS Planner and Teams. With those tools, you have the ability to add it to your calendar. I think that's the one thing that's missing from PPM Pro.

From the portfolio standpoint, Microsoft isn't as good. It's easy from a Planview perspective. You go in and you can either do it from the project level or you could do it from the portfolio level. It goes both ways. It's pretty easy and you can do bulk edits and bulk deletes. It's pretty flexible.

Projectplace was used by our marketing team. I know some folks were using MS Project, some people were using SharePoint, some people were using Planner, and some people were using Excel. They're being phased out now.

How was the initial setup?

I wasn't part of the team when they implemented but I don't think the seup took a long time. They started it back in December and then I joined in March. By the time I joined it was up and running.

What about the implementation team?

My company worked with Planview for the deployment. Two staff were involved from our end. 

We only have one person for management and they elected me to be her backup. I'm an IT project manager. 

What was our ROI?

We are able to clearly project the number of dollars that the PML is responsible for and we'd never had visibility into that before.

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

Bulk volume discounts are a little better. Right now we have to buy in lots of 20 at $200 a license. That's a little steep. For example, with ServiceNow, I pay $48 a seat for a license.

Which other solutions did I evaluate?

Planview, ServiceNow, Microsoft were the three contenders.

The Gartner Quadrant is always a factor and price is a factor. But the fact that our marketing team went out and bought Projectplace on their own, it drove the company in that direction. We weren't going to win any battles getting them onto something else.

Everyone has their advantages and disadvantages. Within this project, the copy and paste feature and being able to link it to our calendar was their forte. ServiceNow, you could easily build dashboards and schedule reports. To me, that was their forte. With Planview, the portfolio was the best out of the three. It was a toss-up for me, but now that I'm on it and they're making changes to the dashboards, that was one biggest thing.

What other advice do I have?

Always try stuff in the sandbox before you try it in production.

My advice would be to definitely have a charter built. You need to know their processes before they start using the tool. Don't think of the tool as a way to build your internal processes. Have your processes in place before you start using the tool. The reason I say that is because we had people creating a business sponsor when it should have been a project manager. Then, we had project managers that really should have been team members. We had a lot of cleanups to deal with after we got everything in there. I helped document how projects should be entered, how fast should we set up the naming scheme for things. We had a lot of back and forth about what the costs were and how to get the cost onto the portfolio. Know what you want to get out of the tool and know your processes before you put anything into it.

I would rate PPM Pro a seven out of ten because of the little glitches that can be worked out like the copy and paste feature and scheduling reports to run and adding it to the calendar.

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.
Mike
Senior Project Manager at a healthcare company with 5,001-10,000 employees
Real User
Top 10
Easy to get to data in the system when doing searches with custom filters

Pros and Cons

  • "PPM Pro provides managers the insight they need to empower decision-making. The data is always in the tool. It's just making sure people are using it correctly. We track the requests as they come in. We track our demand by each of our teams within IT and then estimate that effort so that we can see if we are getting a lot of requests to certain teams. We check the demand versus capacity as those items come in."
  • "Reporting and dashboards need improvement. I know they're doing a major revamp of that. We're really looking forward to that because that's something that is really being requested by our customers to give them better visibility, reporting, and dashboards that are easier to understand."

What is our primary use case?

We use PPM Pro within our IT department to manage enhancement requests that are small, medium, and large.

How has it helped my organization?

Our request process for how our users request enhancements from IT has been the driver for us. We have a lot of people coming in to request enhancements who are using Planview and we customize those fields as we see fit. For example, if you're in a pandemic, you need to track different things on those requests. It's easy to add those fields to build a report on those fields which has been a nice feature for us.

PPM Pro provides managers the insight they need to empower decision-making. The data is always in the tool. It's just making sure people are using it correctly. We track the requests as they come in. We track our demand by each of our teams within IT and then estimate that effort so that we can see if we are getting a lot of requests to certain teams. We check the demand versus capacity as those items come in. Then as we plan out the coming year, we're doing a lot of that demand versus capacity and also looking back at historical data. We check how many hours it took us the last time we did something similar. That's where the tool has been helpful for us.

It has also helped us to reduce project delays. I wasn't here before the tool. When I came on, the tool had already been in place, but I think our utilization of the tool has changed a bit. I think it will be changing again based on the enhancements that are coming out as well. Overall, we've seen some improvement and I think we'll see more.

What is most valuable?

I really enjoy how easy it is to get to data in the system like when doing searches with custom filters. EasyBuild reports are one of the best features, it gets what people want to look for.

We have several templates that we use in the system depending on the type of projects that we have. That really quickens the pace of getting tasks set up for a project.

It only takes minutes to set up a project in PPM Pro. We use the templates and then just put in the details for it, so it doesn't take too long to set it up.

The process for building teams within a project goes pretty smoothly. I find it pretty easy to use. You can build your team at different levels, either at the overall project level or by building it up through the task level. It has good flexibility.

This flexibility really does help our project management process because every project is unique and we have different kinds of project processes or techniques that we use and the way we structure the project may be different. It's nice to have that flexibility in the tool to be able to handle that.

Overall, its time-tracking abilities are good. One of the things we've looked at is potentially Projectplace to help out our users with their timesheets. It would be nice to be able to track more while we're in the work rather than having to go to a separate timesheet. From a timesheet perspective, it works fine.

PPM Pro is good for viewing projects and timelines. Some of the items that they're working on will make that even better and I know those are hopefully coming out in the near future. The whole timeline view and the ability to select and show what you want to have on a timeline will be a really nice visual component for showing a project.

What needs improvement?

Reporting and dashboards need improvement. I know they're doing a major revamp of that. We're really looking forward to that because that's something that is really being requested by our customers to give them better visibility, reporting, and dashboards that are easier to understand. 

They're looking at moving the spreadsheet editor into other areas of the system. Those have been key updates. They're not available on all the screens yet and all the locations of the system but that will be a nice add-on when they get that because we can have one screen, but when we go to the next screen, that won't have the same editor.

It hasn't increased the number of projects in our organization because that's more based on the demand of our customers internally, rather than the tool. It really hasn't changed our throughput overall with projects.

For how long have I used the solution?

I have been using PPM Pro for over four years. 

What do I think about the stability of the solution?

Overall, we've had very few reportable issues on PPM Pro so we've only had to submit a few tickets. I usually submit the tickets within Planview, so I know personally that we've only had to submit a few over the last couple of years and that speaks to the stability quite a bit.

What do I think about the scalability of the solution?

It's definitely very scalable. We've seen growth in our business. I know we've seen a lot more users using it for requests. As our governance structure has changed over the last couple of years, we've used it quite differently and scaled it to a lot of different users and a lot of different uses. It's done just fine.

We have our request users who are submitting requests for enhancement-type items. There are over 6,000 request users. Then for full users, these would be folks who are doing more than just requests, they might be tracking time, working in this system, providing updates, or doing approvals. For those types of things, we have over 250 users.

For maintenance, we have several of our project managers, including myself, that are administrators of the system.

PPM Pro is being used quite broadly in our IT department and for requests coming into our IT department. We use it for all of our enhancements as well as projects. It has a 100% adoption rate. We have to use it. That is our IT tool for tracking time and handling new requests. We use it all the time with IT.

How are customer service and technical support?

What we've used of their technical support has been good. We hit some technical issues with an API that we utilize and we got the right people on the phone with us to work through it and get it resolved. Overall, we've had a good experience with their technical support.

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

I've used MS Project at previous employers. Compared to Microsoft Project, PPM Pro is quite a bit different. We used Project previously just as a standalone to build a project, put in our tasks, do our work breakdown structure, and that was it. We didn't use it for a server or enterprise base where we did any capacity, demand planning, or intake like we did in PPM Pro. We do enjoy that functionality, that there's a lot more going on in PPM Pro and a lot more use cases that we can use it for. It's served us well, and we're looking forward to seeing what else we can do with it.

How was the initial setup?

I was not involved in our initial setup. We are moving to the new request process, which is a pretty major revamp for us and I am involved in that. That work is currently underway.

For the revamp, we have a lot of historical data and custom fields in the system, so there's a little bit more thought process we have to do around what we set up in the new request process and then how we migrate or what data we migrate over to that new process. And then also communicating that out to our request users, which we have a couple of thousand of, and making sure that they're aware of the updates that we're doing to it. I'd say it's a little bit complex just moving into the revamp, but I think overall the help we've gotten from Planview has been really helpful in mitigating some of that.

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

I'm really not familiar with the pricing structure that we have. We do like the fact that we have all those requests users for the licensing. Our default for our users across the enterprise is to set them up as request users so that anybody can submit a request to IT. The fact that those requests users are a free license is definitely a key item for us.

What other advice do I have?

My advice would be to have multiple administrators involved in your teams. Learn about the capabilities of the tools so you use it to its fullest. Involve other areas in developing those processes and procedures around it so you can get buy-in and utilization.

Solutions always have a lot of capability. It's really how you use the solution and then how you show the value to the main users of the solution as well, so that they have that buy-in and that they're not working around the system, but rather working in the system. That gives you the best data for tracking, and it gives you the best utilization and reporting capability across the board if you have that buy-in and utilization.

I would rate PPM Pro an eight out of ten. 

Which deployment model are you using for this solution?

Private Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
RebeccaMorrison
Director Enterprise Applications at Nassau Health Care Corporation
Real User
Centralized management that assists us with proactively solving resource allocation issues

Pros and Cons

  • "The most valuable feature of this solution is that my team can use one tool that's reliable, scalable, and provides the leadership team visibility to what's going on."
  • "Integrating with other tools should be easier and more straightforward."

What is our primary use case?

We were looking to centralize our project management practices, specifically within the IT organization for those that we manage on behalf of the college. We had been using various different tools and it was difficult to get an idea of the resource usage across all of the various projects. This tool has allowed us to have a central source of truth with respect to resources on projects, the status of those projects, and kind of implement our methodology in a centralized fashion.

How has it helped my organization?

For resource managers, it's given them the ability to see when they have staff that is over-committed. Rather than react, we can work to mitigate that before the overcommitment actually happens, as in cases where somebody has a deliverable that's in conflict with something else.

With respect to the integrated product portfolio transforming our strategy, I think that this solution has helped us to achieve what our institutional needs are. I think that we're still working on that transformation journey. It's created a platform for centralized management of these initiatives versus disparate data and a lot of manual work to pull it together. I can have a dashboard that provides that information at a moment's notice.

With respect to the integrated product portfolio transforming our delivery, I wouldn't say that this has happened yet because we are not a centralized PMO, institutionally. We have a small portion of project management within the IT organization, but I would suspect that as people who we work with can spread the word about what we're doing, that may take foot elsewhere in the organization.

I think that we have better collaboration, but not necessarily with PPM Pro. We are integrated with another tool that gives teams the ability to work collaboratively and see the progress of work.

We have not yet implemented the Lean/Agile Delivery tools.

We are not yet at the level where this solution helps us connect funding and strategic outcomes with work execution.

The biggest impact that using Planview has had is that it has created a centralized platform that allows us to better position resource allocation and alignment, rather than relying on people to tell us that they can meet a deadline.

We use PPM Pro with Projectplace, which has been a game-changer for us. Now that real-time integration is in place, it allows our team members to communicate their progress much more in real-time. It's been a change management process where project managers have been soliciting people for where things are at. As people are getting used to working with the tool and finding its ease of use, they're in there everyday updating where their tasks are. So, we're seeing that people are using the tool as it really was intended.

What is most valuable?

The most valuable feature of this solution is that my team can use one tool that's reliable, scalable, and provides the leadership team visibility to what's going on.

This is a flexible solution. We've had some bumps in the road with some of the product integrations, but overall I think the tool allows us to maximize our business process. We were able to leverage custom fields so that we could capture the data that was specific to our institution. Being in higher education, we have some unique situations that corporate Fortune 500 companies don't have. I think that the level of flexibility was integral in our choice with this tool. The reporting and the dashboarding capabilities have been really, really helpful.

What needs improvement?

Integrating with other tools should be easier and more straightforward.

For how long have I used the solution?

We have been using this solution for just about a year.

What do I think about the stability of the solution?

This solution is reliable.

Because we had some integration issues, we started out with just one or two projects that a project manager was managing. This was done to make sure that the whole end-to-end process was going to work between PPM Pro and Projectplace. Once that integration started to get stabilized and the Planview organization was hearing what our issues were and working to resolve them, we began to leverage the tool as a whole with all of our project managers. So, all of our projects, the entire IT portfolio is now in Planview's PPM Pro and Projectplace.

What do I think about the scalability of the solution?

This is a scalable solution.

Our footprint on the PPM Pro side is fairly small. That's just where the project managers and the resource managers go, whereas Projectplace is where the teams themselves go.

How are customer service and technical support?

With respect to the technical support, they are one of the best vendors I've ever worked with. When we had issues with integration early on in our relationship with them, they stepped forward. They own the problems and really worked with us to figure out how we could work together to fix them.

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

Prior to using this solution, we came from Project Web Access, which is a Microsoft SharePoint-based project management tool. That tool allowed us to centralize to a degree but it's still, from a team member's perspective, a decentralized experience where a team member had multiple different project workspaces or SharePoint sites to go to for each project they were assigned to. Their issues, risks, and tasks were all in different locations.

Planview allows us to have a one-stop-shop specifically for our team members. That experience alone has been hugely impactful. It allows people to see a dashboard of work that they're responsible for, and feel like they're not jumping from one website to another and trying to figure out what's the biggest priority is that they have to work on.

We knew with Project Web Access that we were coming to a lifecycle end. That product suite was starting to be decommissioned from Microsoft and we were forced to look for different opportunities. That, coupled with the IT organization wanting to take the next step in their maturity process and we wanted to marry our PM process with a tool that could support it. So, we did a full product review process and Planview really met all of our needs.

What was our ROI?

We have only been live on this tool for about eight months, and with the new integration that we've had, it's been live for about a month. I suspect that true ROI will be seen in a year or two.

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

Because we have PPM Pro with Projectplace, we transitioned to the Flex model. It was necessary because our adoption rates, specifically on the Projectplace side, is growing. People want to use the tool versus communication through other forms, such as email.

Which other solutions did I evaluate?

We did evaluate other options before choosing this solution. We looked at Microsoft Online, Clarizen, and some of the smaller tools like Wrike and Smartsheet. There are a few other tools, as well. Overall, we felt like we did a pretty good review of all of the major players in the area.

In the end, Planview stood out.

What other advice do I have?

We have heard about some of the upcoming features and we are looking forward to them. For example, we are interested in more detailed card management within the Projectplace arena.

We're still in the infancy stages of using this tool, so we're still learning a little bit about the features and functions. I am interested in learning more about LeanKit and hope to do so in the future.

My advice to anybody who is implementing this solution is not to be afraid to change your business processes. We thought we had optimized our project management practices but when we implemented PPM Pro, we realized that we needed to make some adjustments and for a bit of time it was a struggle. However, leveraging best practices from an industry perspective is really starting to pay off. It was necessary for us to take a step back and think about what the best practices are and how can we use a tool to enforce them. I think that it will pay off enough in the long haul.

From a portfolio manager's perspective, right now, I'm getting what I need.

I would rate this solution an eight out of ten.

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?

Amazon Web Services (AWS)
Disclosure: I am a real user, and this review is based on my own experience and opinions.
Shantel Lutz
Global Applications Functional Lead at Carlisle Companies Incorporated
Real User
Top 5
Provides managers the insight that they need to empower decision-making

Pros and Cons

  • "The reporting and dashboards are the most valuable features. For most of what we're using it for almost all of it is pretty valuable to us."
  • "The reporting has room for improvement. I know it's all in the revamping all the time with it, but there are things that I know my PMOs don't like. For instance, they want a pie chart and I think it's a bug in the system. I've been working with somebody on it, but then she thought it was because they were trying to look at negative values, which a pie chart doesn't do, but little things like that quite haven't gotten to what we need as far as reporting, but I think it's on the roadmap."

What is our primary use case?

Our primary use case is for IT project management. We're slowly rolling it out to all of our divisions. We have six divisions and some of our divisions are using it to start with IT projects M&A and then I have one division that's using it for a little more than just IT projects.

We have 60 users right now and eventually, we'll be probably close to 150. Our initial release for our divisions was going to be back in April, but we had COVID hit and a couple of our divisions had to have a reduction in their workforce. There's additional training going on. I've got one group that's going to go live by the end of this month and that's going to be another about 30 people.

There are PMOs that manage their projects, but as far as supporting the application, it's just me. Right now it's full-time maintenance only because I'm the one that has to work with all the divisions to get everything set up as far as what they want to see in their grid and their details. I do all the training and if there's a field that they need that Planview doesn't have I'll create a UDF. It's full time, but it's not like where there are issues all the time. It's still just rolling it out to the division.

What is most valuable?

The reporting and dashboards are the most valuable features. For most of what we're using it for almost all of it is pretty valuable to us.

One of our M&A projects are acquisitions.

I don't want to say that they do enable us to create reusable project templates that reflect our project management lifecycle because some of our IT PMOs that are using it, I don't know if they're creating templates and stuff yet to go that far. I am planning to utilize it in the future. 

The time it takes to create a new project in PPM Pro depends on how many tasks are within the project. Currently, I have one group that has 191 tasks. That took them a while to put in. The biggest downfall right now for us is loading all the tasks in there. Some of them are not using Projectplace so they can't import from it.

The average time it takes to create a project is ten to forty minutes. Before PPM Pro it would have taken five minutes. A lot of our employees have Microsoft Project. On the PMO side, one of their concerns is that it takes them a little bit longer to input a project and tasks than it would in Microsoft Project. I have a couple of PMOs who are still on the fence, just because of the amount of time it takes them to put in projects compared to Microsoft Project. With Microsoft, you can copy and paste because Microsoft Project is basically Excel. That's about the most that I've heard their biggest complaint is that you can't just copy and paste into it and you copy task and things like that from Project. I've got one PMO who isn't hip on Planview, just because she can create a project in her task and project within five minutes and it takes a little bit longer in PPM Pro to do that.

The process for building a team within a project using PPM Pro is easy. 

I only have one division that is using timesheets right now and we're still testing out in our sandbox site, but so far everything seems to be working great for what we want to do for time tracking. I think there's one little concern, and we're testing that out next weekend, but I think we'll be fine on it.

We've tried a couple of the different settings for the time cards and what projects they can charge time to. It comes back to that they want them to only be able to see the tasks that they're assigned to, but they can see everything now. If a task is in the future, they can still add time to it and they don't want them to be able to add time to it. Just a mistake-proof type thing is the biggest thing.

PPM Pro provides managers the insight that they need to empower decision-making. So far I've gotten good feedback from our PMOs who report and things like that. I would say that's a plus, that's a good thing for us.

I'm not really running any projects and taking feedback, from what I hear so far it has helped us to reduce project delays. It has also helped to increase the number of projects within our organization.

What needs improvement?

The reporting has room for improvement. I know it's all in the revamping all the time with it, but there are things that I know my PMOs don't like. For instance, they want a pie chart and I think it's a bug in the system. I've been working with somebody on it, but then she thought it was because they were trying to look at negative values, which a pie chart doesn't do, but little things like that quite haven't gotten to what we need as far as reporting, but I think it's on the roadmap.

For how long have I used the solution?

I have been using PPM Pro for a year and a half. 

What do I think about the stability of the solution?

The stability is pretty good. I haven't had any issues. 

What do I think about the scalability of the solution?

We have plans to eventually scale it up. Eventually we want to start using the request and the what-ifs, right now we're not using those. We'll probably do so mid-next year.

How are customer service and technical support?

Technical support is absolutely great. Anytime that I have to actually submit in a ticket, I have a resolution usually within that same day. They're great. Everybody at Planview is great to work with. All the ones that I deal with are great.

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

We just had to up our license by 25 because with the original quantity that we had it turns out where a lot of people think that their employees need full user licenses and now that they realize the cost of what it is per year per user, they've scaled back and well. That's a big thing with the license type is getting everybody to understand that not everybody needs a full user license. Other than that, it's fine. It would be great if we had something that was less than a full user, but a little bit more than a time user.

Cost-wise, it seems within reason, but I don't know what other applications cost is to see if it's compatible or within the range of what other applications are charging for their licenses and things like that. 

What other advice do I have?

Overall it's been a great tool to use as far as project management.

They like the tool. I have a couple of PMOs who like MS Project but they're given the PPM Pro. I have other PMOs that love PPM Pro. It's just a matter of taking time to get used to when they're used to MS Project.

PPM Pro is a great tool and you can get it to your needs for the most part. There's not an application out there that you're ever going to find that's going to fit your needs 100%. You can only get the application to your status that far and then you have to adapt to its status as well but overall, it's a great tool. I would support it. I would hype it up to have people use it.

I would rate PPM Pro an eight out of ten in terms of the overall application, what it supports, what it can do, and for me, a project that I have only took me a couple of minutes only because I have a couple of tasks, but for me, this was the first project management application I've ever dealt with. It's fine for me. Especially since I only have to support it and not do projects.

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.
GS
Sr Systems Analyst at a insurance company with 501-1,000 employees
Real User
Good reporting, promotes transparency between teams, and improves efficiency in resource allocation

Pros and Cons

  • "The most valuable feature of this solution is reporting."
  • "This solution does not work well as a task management system because it is very difficult to expand beyond just the basic tasks, and this would be a worthwhile area for improvement."

What is our primary use case?

We mostly use this solution for high-level project planning and resource management. We're looking to expand that using the integrations, such as LeanKit or Projectplace.

We do not have LeanKit, yet, but we are looking to move towards Agile, so in my opinion, LeanKit fits well for our use cases.

How has it helped my organization?

This solution is valuable because it saves us a lot of time from having to consolidate. Before PPM Pro, we didn't have a good way to consolidate our actual costs from an IT department. This has made it possible to capture all of those, plus mix in outside costs just by putting them in manually and then have that be able to be displayed in a dashboard.

We have projects that we work on, but we also have smaller work in there that is related to our own business. We use reporting for all of our prioritization with the business and the order of when stuff will be released. It's saved us a lot of time and it has been a huge boost for communication between IT and the business side.

From my perspective, our strategy has changed in that we have become more transparent, and Planview was part of the solution for that. Aside from transparency, I don't think that the integrated product portfolio has been part of transforming our strategy.

With respect to transforming our delivery, I would say that this solution has definitely helped with that. We have an on-premises version for all of our change requests, but that was always just on the IT side. With us being able to have it where both IT and the business can easily go into one place is helpful. The way that we have it set up is that it gets prioritized by our business relationship managers. From a delivery perspective, we can actually have them have more of an input and more transparency on costs, hours, what's coming next, and what the timelines are.

This solution is flexible in some ways but not others. There is a decent amount of configuration that we've been able to do to control the different categories of projects. On that side, I would say yes, we can have multiple different requests or project types that have their own fields. Then, on the other side, it's kind of limited. You can configure it, but then you can't take it to really make it into a task management system. It's very hard to expand past just what the basic tasks are. That would be one place that I'd like to see a little bit more. It looks like they are trying to do that by introducing the backlog and putting more Agile context into PPM Pro. It looks like that's on the roadmap for Planview.

Collaborative Work Management has helped a lot by having everybody on the same page and allowing us, within IT, to be able to manage our work resources. It has helped a lot.

This solution has helped us connect funding and strategic outcomes with work execution. A lot of our dashboards are built around the financials. We're looking at buckets for how much each department has and we roll all of that up into dashboards that allow us to keep track of where everybody is, the actual expenditure for the year, and who has what left. We definitely use all of that capability.

The biggest impact that Planview has had on our organization is related to resource management. It was really helpful, because before we were so siloed into project teams that it was hard to get an idea of who is available from other teams if I need a resource. This has made it possible for us to actually get capacities and see what the schedules are going forward. This has been a huge benefit.

What is most valuable?

The most valuable feature of this solution is reporting. It is one of the biggest things for PPM Pro because we do all of our resource management within it, including the timesheet tracking and financial tracking, and a lot of that all rolls up. We have lots of dashboards built out, and we definitely use the reporting capabilities a lot. From IT to the business side, we use the actual projects to report statuses and do all of that kind of management as well.

What needs improvement?

Managing a project at the executable level is very difficult using PPM Pro alone, so it is necessary to use one of the integrations such as LeanKit of Projectplace.

This solution does not work well as a task management system because it is very difficult to expand beyond just the basic tasks, and this would be a worthwhile area for improvement.

The dashboards are very blocky. You can get all of the information but they just don't look great.

One of the issues that we have is related to capacity, where it is very limited in how you can input the capacity for people in future items. One of the things that we would like to see is the ability to have more control over scheduling. For example, you can switch into a scheduling mode but then it just takes whatever the time period of the task is and it spreads the entire workload for that resource over that entire time period. It doesn't take into account if they are off work, and I can't put them in twice. So if they have a gap, I'm still going to show that they have all of this free time, but really they only have the two chunks before and after their time off that they're available. More control in this aspect is a big thing for us right now.

What do I think about the stability of the solution?

Performance and stability have been fine. We have not had any issues with that.

What do I think about the scalability of the solution?

In terms of scalability, I think for what it's built for it scales well. It's just whenever we get into the integrations it's something I need to see more because we get to a point where it's hard to track everything within just Planview. I think the integrations that they're doing improve that scalability, hopefully.

LeanKit and Projetplace both have the cards and the actual task-level definitions that can just build into what's in PPM Pro.

How are customer service and technical support?

The technical support for this solution is good. We haven't had a lot of tickets, but anytime we have had a problem or needed something fixed, it's been great. We have had no problems.

What other advice do I have?

There are changes in the product roadmap that I am excited about, including improvements to the reporting and enhancing the dashboards. I think it will help a lot.

My advice for anybody who is researching this type of solution is that Planview is definitely a good option. Whenever you're setting things up though, try to think of things at the big picture because once you start creating your solution, you're kind of in that solution. It's really hard to backtrack. So, just make sure you're thinking it through. Don't just give everybody access and tell them to give it a try, and then try to work backward whenever you figure out which one you want. Use sandbox environments. The tool works very well, but because it does have the ability to be extended and configured pretty well to what you want to do, you can make a mess of it as well.

This is obviously a leader in the market and there's a reason for it. It does what it's built to do very well. There are a few places where it can be improved, but overall, it definitely seems like it's in a good spot and it's going in a good direction.

I would rate this solution an eight out of ten.

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.
MH
Director at Parkview Health
Real User
Removes organizational project silos to prioritize work based on ROI

Pros and Cons

  • "We use PPM Pro with Projectplace. It is absolutely 100 percent fantastic. Now, we can give people that more collaborative, comfortable look and feel with a Kanban board view. We give them a smart app that goes along with it, essentially not having to worry about using rigid project management. They are very complementary towards each other: PPM Pro and Projectplace. What one is not so strong in, the other one has strengths in it. It is fantastic."
  • "One thing in particular I'd suggest is that we used the fast track service to implement PPM Pro. While it had a lot of value to it, people may be expecting a different experience. An experience where maybe an entourage of consultants come onsite to help you do the implementation, as opposed to working over the phone with just one resource. This might be an option to offer later down the road where there are complex implementations."

What is our primary use case?

It's for strategic projects: Work intake as well as management of those projects.

How has it helped my organization?

It's taken us from being a very disparate organization around projects to all focusing in now on each other's needs. Before, we would work in silos and everyone would spend a lot of capital on these projects. What we are finding today is those people are more cognizant that the funding is not just for them, it's for the entire organization. We have to share and prioritize the work that we're trying to do. We prioritize based upon return on investment.

We help connect funding and strategic outcomes that work for the future. We will create a strategic request and that request becomes a project. We're mapping from start to finish the execution, work intake, and now we're also doing what we call post-implementation reviews to make sure we get the return on investment that we set out to accomplish.

What is most valuable?

The most valuable features is probably the request module:

  1. The work intake component is why we selected the product. 
  2. The resource management capabilities with demand management and capacity management. This is very strong. 
  3. We like the fact that now, especially with the new request module, there's a nice colorful Kanban board view that goes along with it. 

There are so many components to it. It is like almost every day that we find some other use case for it. So, it's very flexible.

We use PPM Pro with Projectplace. It is absolutely 100 percent fantastic. Now, we can give people that more collaborative, comfortable look and feel with a Kanban board view. We give them a smart app that goes along with it, essentially not having to worry about using rigid project management. They are very complementary towards each other: PPM Pro and Projectplace. What one is not so strong in, the other one has strengths in it. It is fantastic.

What needs improvement?

Every time I think of something it's almost like magic, they implement it before I can even suggest it. They're in the walls, right? At this point, everything I've ever wished for has come true with PPM Pro. 

Now that we're just starting up on Projectplace, hopefully I'll see that same type of thing. If I had to make one suggestion right now on Projectplace is the ability to manage more of the roadmap features. You have the roadmap, the portfolio, and then the drill downs into components that feed into that roadmap. They are working on this, and it's coming along.

For how long have I used the solution?

We have been working with the product for two years.

What do I think about the stability of the solution?

There are no reliability issues whatsoever. We are pretty close to 100 percent uptime. I know there's been a few hiccups here and there, but nothing of any significance. Whatever platform we're running it on, it's rock solid.

What do I think about the scalability of the solution?

I have no concerns over the flexibility of the combination of PPM Pro and Projectplace. The product will grow with us.

How are customer service and technical support?

I've been in this industry for 30 years. It is extremely responsive, not only from a time frame of responsiveness, but going above and beyond their recommendation or whatever suggestion will remedy the problem that I'm having. They typically go above and beyond. It has been an excellent experience. If I had to give it a rating from one to 10, I would give it a 10.

How was the initial setup?

It was pretty straightforward. We knew what we wanted and what our requirement was immediately. Where other folks that don't know their requirements or use case, I could see it being a bit of a challenge. 

What about the implementation team?

One thing in particular I'd suggest is that we used the fast track service to implement PPM Pro. While it had a lot of value to it, people may be expecting a different experience. An experience where maybe an entourage of consultants come onsite to help you do the implementation, as opposed to working over the phone with just one resource. This might be an option to offer later down the road where there are complex implementations.

What was our ROI?

$6 million has been the return on investment so far, and that was because of work intake. Now that we are scrutinizing the work intake and asking questions like, "Is there an alternative to your $10 million project?" We had one project come in for $10 million, scrutinize it through our gate review process, and wound up with the alternative, which was $3.8 million. So, a $6 million savings.

Which other solutions did I evaluate?

We did look at other products. We looked at Primavera, which is Oracle's product. At my previous job, I was with Hewlett Packard for 20 years, so I looked at HPE's product PPMC. Then, we wound up on PPM Pro for a couple of reasons:

  1. It's cloud based.
  2. The cost was in line.
  3. It was going to scale as we grew. We could add more users and so on.

Primavera were extremely cost prohibitive. They wanted to sell a complete solution out-of-the-box. We talked about doing it on-premise. This means you need the data center to get involved. You need all that technology to evolve. We just didn't have it and needed to get going quickly. 

The speed was with PPM Pro. The power of the applications were with PPM Pro. The passion of the people that I met with Planview was just the clincher for me.

What other advice do I have?

I would give PPM Pro a rating overall of nine (out of 10). What would make me feel like it were a 10 is a simple, silly thing, but if the application had a little more color to it. It's very monochrome. With the advent of a Kanban boards, especially with the new request module, there is some color. I greatly appreciate that, but there needs to be a bit more color added to it.

We are not using the solution’s Lean/Agile delivery tools.

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