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Planview PPM Pro OverviewUNIXBusinessApplication

Planview PPM Pro is #2 ranked solution in top Project Portfolio Management tools and top Project Management Software. IT Central Station users give Planview PPM Pro an average rating of 8 out of 10. Planview PPM Pro is most commonly compared to Planview Enterprise One:Planview PPM Pro vs Planview Enterprise One. Planview PPM Pro is popular among the large enterprise segment, accounting for 76% of users researching this solution on IT Central Station. The top industry researching this solution are professionals from a computer software company, accounting for 29% of all views.
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 was previously known as Innotas.

Planview PPM Pro Buyer's Guide

Download the Planview PPM Pro Buyer's Guide including reviews and more. Updated: November 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

Archived Planview PPM Pro Reviews (more than two years old)

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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.
ManishSrivastana
Project Manager at New Orleans Convention Center
Real User
We have created canned reports with dynamic data resulting in huge transparency. The reporting and performance need improvement.

Pros and Cons

  • "In my current company, it provides a quicker ramp up to understand what it can do for people by taking away all their barriers to entry: time, managing resources, and linking projects."
  • "I would like to see integration with third-party applications, like the JIRA, Microsoft Project, and financial applications."

What is our primary use case?

The primary use case is for managing all our products and programs, along with resource management. That is a key. Those are the two main reason: resource management and project management.

How has it helped my organization?

In my current company, it provides a quicker ramp up to understand what it can do for people by taking away all their barriers to entry: time, managing resources, and linking projects. It's made it so easy that people no longer say, "I don't want to do this because..." Other than "because", there is nothing else for them to say.

It is slowly maturing the company in the project management space by:

  • Understanding the value of the project management as a function.
  • The data that comes in and the structure that it provides.
  • The predictability that it's providing. 
  • The transparency in terms of the analytics.

It is adding to the maturity journey that the company is going through.

From an IT perspective, it has transformed the IT strategy. From an overall business strategy, we are not yet connected there. That's influence we are trying to get. We want to get those things connected.

We are planning start using the lean/agile process, especially on the business side, because they're into waterfall. We are trying to get into agile. We have done a lot of iterative development or fast track development. The issue is not from the IT space. We are trying to more to the business processes.

We're still using it in a sandbox area.

What is most valuable?

The flexibility is amazing. It is UI driven.

What needs improvement?

I would like them to improve the reporting and tying in the strategy more easily. Planview has already made some updates, so I'm trying to learn what those features are. 

I would also like to see integration with third-party applications, like the JIRA, Microsoft Project, and financial applications. That is where we get our data. We want to look into these integrations, but I don't think these are there today, but I can see those things down the roadmap.

For how long have I used the solution?

I've been using it from its initial days of Innotas, so it's been five years.

How are customer service and technical support?

I don't directly deal with the technical support because I'm a super users. 

We have an admin team for PPM Pro. They are the ones who use the technical support. From what I've heard so far, they open tickets and get good feedback very quickly. We have a dedicated customer rep, Katie, who works with us and addresses all our concerns. So far, so good.

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

This is the third company that I have used the solution in. I was the one who was instrumental in managing the tool at the previous two companies.

How was the initial setup?

Because it's cloud-based, it's behind the scenes. The setup is pretty seamless since it is done in a sandbox. From a user point of view, we don't feel it at all.

What was our ROI?

The biggest ROI is the adoption of the tool in the company, not just by the worker bees, but also by the senior leadership. Now you have access to the data at the tip of your finger. It's dynamic data. They don't need to wait on anything. There are all types of the canned reports that we have created and anybody can access the data. There is this huge transparency.

Which other solutions did I evaluate?

Microsoft project is always out there. Project Server was horrendous. However, for the desktop, a lot of people prefer Microsoft Project for managing their project tasks. 

The PPM Pro tool is where the portfolio program management and the milestone plan of the PM is done, but the detail project plan is still maintained by our PMs in the Microsoft project. 

What other advice do I have?

The product has grown a lot in terms of the resource management, what-if analysis, and now, in terms of the intake process. I've also seen a lot of Spigit. Planview is now able to integrate with other things that they offer on their platform.

I would rate it a seven out of ten. There is room for improvement but they have come a long way. It's quick to use, but the performance is still sometimes slow because of the cloud or whatever the reason. The reporting also needs improvement. Outside that, I'm pretty good.

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.
Learn what your peers think about Planview PPM Pro. Get advice and tips from experienced pros sharing their opinions. Updated: November 2021.
554,676 professionals have used our research since 2012.
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.
AnthonyWeisse
Senior Project Manager at Husch Blackwell
Real User
We have a single picture of all our IT projects

Pros and Cons

  • "It is flexible, because so far we haven't been able to figure out anything that it cannot do. It's highly configurable. We've added custom field design screens to fit our needs, develop reports, and dashboards that give us the ability to deliver much better information, especially to senior IT management."
  • "Connecting funding and strategic outcomes with work execution is a challenge right now for us. Part of what we are facing is we have a couple of drivers of where projects are coming from. One of them is our innovation group. They are just sort of tangentially using PPM Pro for recording the status of projects and not really planning them within there. We need a stronger link between our current financial reporting system and Planview PPM Pro, so we can start to more easily record our external costs in the tool."

What is our primary use case?

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

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

How has it helped my organization?

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

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

What is most valuable?

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

What needs improvement?

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

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

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

For how long have I used the solution?

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

What do I think about the stability of the solution?

It has been very stable.

What do I think about the scalability of the solution?

The tool can growth with us.

How are customer service and technical support?

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

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

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

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

How was the initial setup?

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

Which other solutions did I evaluate?

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

What other advice do I have?

It is a solid eight out of 10. 

We do not use PPM Pro with Projectplace.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: I am a real user, and this review is based on my own experience and opinions.
DG
Director of Project Management at a tech services company with 11-50 employees
Real User
Brings visibility into our resource utilization and project status with clients

Pros and Cons

  • "Flexibility is the most valuable feature of the solution. We're able to do a lot of integrations with ConnectWise, which is another IT services tool that we use. So, we can integrate with that, and it's pretty flexible. We just went live a couple of weeks ago, but already we're able to bring visibility into our resource utilization and project status with clients."
  • "The biggest things are the status notes and internal notes. They have made some great improvements these past couple of weeks, but they are still lacking a bit. There are still a little kludgy. It just needs to be a bit more straightforward with notes, copying and pasting. They've made huge improvements, but it still could do some work. E.g., for some reason, the formatting is still looking a little bit weird on selecting different fonts."

What is our primary use case?

We provide IT services to organizations. We manage all our customer delivery projects with the tool.

We are using the latest version of the solution.

How has it helped my organization?

Before, we didn't have any visibility into the actual task. Now, we have fact tasks and time-on-task, which are very specific to the engineers. We can now look at a task, see what they have done, and what notes are around that task.

We had a strategy, and it just helped us meet it.

With our delivery, our clients can have visibility into what they are doing. It keeps the client updated on where we are at. Before, we would just hold status meetings and do notes. Now, in the status meetings, we bring up exactly what's been done and the client can see it right upfront.

The biggest impact has been the visibility that goes with getting into our task or work.

What is most valuable?

Flexibility is the most valuable feature of the solution. We're able to do a lot of integrations with ConnectWise, which is another IT services tool that we use. So, we can integrate with that, and it's pretty flexible. We just went live a couple of weeks ago, but already we're able to bring visibility into our resource utilization and project status with clients.

This system is fairly adaptable.

What needs improvement?

The biggest things are the status notes and internal notes. They have made some great improvements these past couple of weeks, but they are still lacking a bit. There are still a little kludgy. It just needs to be a bit more straightforward with notes, copying and pasting. They've made huge improvements, but it still could do some work. E.g., for some reason, the formatting is still looking a little bit weird on selecting different fonts.

For how long have I used the solution?

We went live a couple of weeks ago.

What do I think about the stability of the solution?

It is very stable. I haven't had issues with stability at all.

What do I think about the scalability of the solution?

It can grow if we need it to.

How are customer service and technical support?

The technical support is excellent. They are knowledgeable and quick to resolve issues. The only issue I have is with offshore support: The time difference is a pain. Other than that, everyone knows what they're doing. They are friendly and helpful.

They support you and will be there at every turn. They have very technically competent people who understand the processes.

Matt (account manager), Daryl (integration), and Lena (customer success manager) have been a big help to us.

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

No one knew what was going on and projects weren't getting completed.

How was the initial setup?

The system itself was straightforward. Our needs were complex. We did an integration with another tool ConnectWise. It is a pretty complex integration. Our requirements made it complex, but the system is straightforward. The consultants helped us with the integration. From start to finish, it took us about eight months.

What about the implementation team?

We used the Planview consultant who was great. They were helpful.

What was our ROI?

We have gotten what we are looking to achieve on the solution, but we have not yet achieve monetary ROI.

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

We are looking at Projectplace.

Which other solutions did I evaluate?

We looked at a whole list of vendors, include Project Server.

We chose Planview because of their support. Another reason was we had the ability to add notes onto time entries. We are different than a lot of their customers with billing. Our notes are how we explained to the customer what we did, and that was key.

What other advice do I have?

I would rate it a good nine out of 10.

We are still working on how the solution’s collaborative work management will affect our operations.

We are not yet using Projectplace.

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?

Other
Disclosure: I am a real user, and this review is based on my own experience and opinions.
KrishnaMohandos
Director PMO at Sephora USA
Real User
Helps make good decisions on what projects to take or how to prioritize them, but we have had ups and downs with the support

Pros and Cons

  • "It has helped us make good decisions in terms of what projects to take or how to prioritize projects when we have multiple directors from the business or product. It has definitely helped us prioritize and work on our critical things."
  • "We don't use their existing dashboard functionality. Hopefully, with the new reporting release that is coming out in November, we will be able to evaluate as to how we can leverage that. What I hear, "Everyone has either a Tableau or something else because Planview doesn't provide a dashboard." We should not need to use another tool. Planview has the data, so it should be able to give us what we want. This would also reduce costs since we are paying licenses for those tools too."

What is our primary use case?

The primary use case is resource demand capacity planning.

How has it helped my organization?

It has helped us make good decisions in terms of what projects to take or how to prioritize projects when we have multiple directors from the business or product. It has definitely helped us prioritize and work on our critical things.

The biggest impact from Planview has been prioritization, planning, and taking on the right things.

What is most valuable?

I like the resource demand capacity planning module. I don't think we are using it to the fullest potential yet. There is a lot more benefit that we can get if we use it right. I have seen the dial features, which are quick. There are capabilities within the tool that give it a quick read on how the teams are loaded, and we still haven't used them to that extent.

Day-to-day, once we understand what to do, it's very easy to use it.

What needs improvement?

We don't use their existing dashboard functionality. Hopefully, with the new reporting release that is coming out in November, we will be able to evaluate as to how we can leverage that. What I hear, "Everyone has either a Tableau or something else because Planview doesn't provide a dashboard." We should not need to use another tool. Planview has the data, so it should be able to give us what we want. This would also reduce costs since we are paying licenses for those tools too.

For how long have I used the solution?

Three years.

What do I think about the stability of the solution?

It is definitely stable. I haven't seen any major issues.

What do I think about the scalability of the solution?

We haven't had scalability issues too because we don't have that many entries in regards to performance and scalability testing so far. 

How are customer service and technical support?

We have had both ups and downs with the support. We have been with Planview for three years. We have the new department that is just implementing Planview. They have been complaining about the support that Planview has provided for them with respect to their implementation. So far, our department hasn't ran into any issues. That's why there have been both ups and downs.

How was the initial setup?

It was pretty straightforward. There is a lot of work to do in terms of setting it up the first time, but once setup, it runs smoothly.

We are implementing Planview for another department right now.

What was our ROI?

While it has been helpful, we are not taking advantage of the tool as much as we should be.

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

I was talking to the Planview Chief Marketing Officer earlier about trying to see if there were opportunities where we could pilot this, even if that means getting some licenses that we can use to pilot and show the value before we actually purchase those licenses.

Which other solutions did I evaluate?

The top contender was CA Clarity versus Planview. We went with Planview because Planview had a lot more flexibility than Clarity. 

Most of the attributes are configurable. We can change it to our own needs, which I didn't see with some of the other tools that I evaluated before starting Planview.

What other advice do I have?

I would rate it at somewhere around a seven out of 10. We haven't used some of the functionalities, so that is where I'm not going too low on the rating. It definitely serves the purpose of what we wanted it to do in terms of resource demand capacity. However, we are still not able to use the dashboard, which we will get onboard. Now, within my team, I have 18 project managers creating dashboards every week. That's almost 18 hours per week, then multiply that by a number of weeks. That's where I am reducing the rating for Planview right now. I'm hoping that will change with the dashboard release. We'll wait to see.

We don't use Planview for strategy planning. We could use the tool a lot more, and that's my takeaway from the Horizons conference too. We still use a lot of spreadsheets because it's all in people's mind. We haven't had the leadership buy-in to use the tool to support us.

We don't use PPM Pro with Projectplace.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
JenniferStokes
Director, Project Management at TradeStation
Real User
Its time tracking, portfolio management reporting, and what-if analysis create visibility

Pros and Cons

  • "Time tracking, portfolio management reporting, and what-if analysis create visibility into project planning, resource capacity, and demand planning."
  • "The initial setup was a little complex. There is so much to customize. It'd be good to have some templates out-of-the-box."

What is our primary use case?

We use it for project portfolio management in the organization.

We are using the latest version.

How has it helped my organization?

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

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

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

What is most valuable?

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

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

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

What needs improvement?

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

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

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

For how long have I used the solution?

We have been using it for about five months.

What do I think about the stability of the solution?

It's been very stable to date.

What do I think about the scalability of the solution?

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

How are customer service and technical support?

The technical support has been good to date.

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

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

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

How was the initial setup?

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

What about the implementation team?

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

What was our ROI?

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

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

We have their Flex plan.

Which other solutions did I evaluate?

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

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

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

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

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

What other advice do I have?

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

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

I would rate this solution as an eight (out of 10).

Which deployment model are you using for this solution?

Public Cloud

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

Microsoft Azure
Disclosure: I am a real user, and this review is based on my own experience and opinions.
VC
Sr R&D Manager at Thermo Fisher Scientific
Real User
Ensures people are aligned on what they're supposed to do

Pros and Cons

  • "It gave us a clarity of purpose. Everybody knows what they are doing and that they are all aligned: Managers know what employees are doing. Employees know what they are doing and the managers think they should be doing. That is the clarity which really helps in efficiency."
  • "We found that sometimes when they have monthly rollouts that there might be some unintended consequences."

What is our primary use case?

We have been using the tool for portfolio management with the resource allocation piece being a big part of it. We are using it to generate data to try and get a real-time report out of all the information needed to prepare for our quarterly reviews, etc.

How has it helped my organization?

It gave us a clarity of purpose. Everybody knows what they are doing and that they are all aligned:

  • Managers know what employees are doing. 
  • Employees know what they are doing and the managers think they should be doing. 

That is the clarity which really helps in efficiency. 

When you look at your organization, and what everybody is working on, you now know what capacity you have to take more things on.

The biggest impact was making sure that people were aligned on what they're supposed to do. This has really helped us because we're all going in the same direction and we know it.

What is most valuable?

It makes clear what people are working on. It is not just for managers but it is also for the people themselves. They are able to see and say, "I am on this project, and it's official. My manager knows it. Everybody knows it." That helps them with their motivation.

What needs improvement?

Anyone can go in and jerry-rig it. We would like the tool to be more locked down.

For how long have I used the solution?

I have been work with Planview PPM Pro for about two years.

What do I think about the stability of the solution?

We found that sometimes when they have monthly rollouts that there might be some unintended consequences. However, the program is so flexible that sometimes we're not sure if the issue is because of the rollout or because we did something wrong.

What do I think about the scalability of the solution?

It should grow with us for now.

How are customer service and technical support?

I don't interact with the technical support of Planview that much. We have our own IT department. Usually, we interact with them first. Then, if they have issues, they contact Planview.

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

We were using something called PDWare. People hated it. Then, we had a team that went out and looked at the other things out there. I'm not sure of all the things that they considered but when they showed us what PPM Pro could do, it was such a big difference from what PDWare was doing, we said, "Let's give that a try."

Before we started using a tool like this to track what people are assigned to, we would have people who the managers thought should be on certain projects but they apparently had never heard of them. They didn't know they were on those projects and they would be working on some other projects that they thought they were supposed to do. The managers were like, "No, you're supposed to be on this one." So, there was a lot of miscommunication going on. 

Now, everything is clear. They can go through the tool, look at it, and go, "I'm on this one." Or, if they see something that they don't agree with, they say, "Hey, I thought you told me..." and then at least those conversations are happening and clears things up.

How was the initial setup?

The setup is pretty straightforward. 

What about the implementation team?

With upgrades, we have had Planview come in and talk about what they're thinking about with the new features coming in. Some of them we see that there is a use for them. Others, we are not at a stage to really see the usefulness of them.

Which other solutions did I evaluate?

I would rate it at about eight (out of 10) only because we've been using it for two years but there have been some growing pains as we are learning how to use it and getting the team adopted. I definitely see that adoption has happened and people like what they're seeing. However, I also see some areas where they could make it stronger.

Some of the things that we are looking at seem to be maybe in Enterprise One. So, a lot of the talks are now on Enterprise One. We are saying, "Oh wow, they are pretty similar." Then, we start to talk with people, and they're like, "Yeah, we can do this there." So, we should maybe be looking at what the differences are and what exactly they can do

What other advice do I have?

We are not using Projectplace. We have been using JIRA. A lot of our technical teams is still using JIRA and most of the type of stuff is happening in JIRA, then we do a lot of the PMO stuff on PPM Pro.

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.
it_user568227
Enterprise Project Office Analyst at a financial services firm with 1,001-5,000 employees
Vendor
Provides objective analysis of project delivery. I would like to see improvements in resource management and planning.

What is most valuable?

  • Project data
  • Reporting: My job involves data analysis, so the reporting feature is the most valuable feature for me.

How has it helped my organization?

  • Project data is used to make business decisions. It is used for objective analysis of project delivery, in terms of the project being on time and within the budget.
  • Prior to implementing this solution, there was no centralized system for project data, either collection or reporting, in the organization.
  • As the organization previously had no centralized PPM tool or a method of reporting on projects, having this data available via reporting assists in business analysis and decision making.
  • This solution has provided a tool for consistent reporting and for the information from which decisions are made.

What needs improvement?

  • Resource management
  • Planning: My organization has to plan manually using multiple reports from Innotas. This means that planning is neither “real time” nor efficient.
  • Visibility: The tool allows visibility to what resources are working on. However, there is no meaningful method for “What If” planning if the organization has more than a handful of projects and resources.

Their PPA (Predictive Portfolio Analysis) module is extremely cumbersome and does not readily offer a method to move projects in/out/delay to see the impact on role availability. There is also limited reporting on which roles are causing staffing issues. The What If Dashboard in Innotas is also EXTREMELY limited, and does not permit all projects to be included in an analysis. When we attempted to include all active projects and all upcoming projects, an error was received that our data set was too large. When we limited it to only our active projects (those currently being worked), the “too large” error was again received. If “What If” planning cannot accommodate all projects, and if Predictive Portfolio Analysis cannot offer a method to adjust schedules and see the impact, the tool is not useful for resource management.

We have had to develop our own methods for resource/portfolio planning, using information from multiple reports from Innotas joined in an external workbook. Since we have to work outside of the system (Innotas) to get all of the data we need in one place, the data must be refreshed manually, thus it is never real-time. This also means that users cannot refresh this information on their own, but must rely on specific employees to pull, compile, and analyze the data.

For how long have I used the solution?

I have used this solution of over three years.

What do I think about the stability of the solution?

There were stability issues. There are monthly releases for this product. Following most releases, the system is either not available, or has major issues.

The new features in the release occasionally cause other functionality to break, making one wonder how extensively the new features were tested prior to release.

What do I think about the scalability of the solution?

There were some scalability issues. Our organization is too large/complex to use the planning tools (Predictive Portfolio Analysis and What If workbench) with this solution.

Other than that, there were no issues with scalability on day-to-day project management and reporting.

How are customer service and technical support?

I would give technical support a rating of 4/10.

Technical support is requested via case submission, and Innotas rarely contacts you to discuss the issue.

The first response to a case is often “standard” and indicates that they did not read the description provided, or did not understand the case.

The first response is often “clear your cache”, which any user with experience with this product always does first before submitting a case.

Cases can take months to resolve, and occasionally remain unresolved. Sometimes Innotas cannot determine the cause of an issue or provide a meaningful solution.

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

This is the first PPM solution used by my organization.

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

My organization purchases a block of 500 licenses. We have flexibility to add and remove users easily. I am not aware if there are other licensing models available with this tool.

Which other solutions did I evaluate?

I was not part of the decision to implement this tool, but it is my understanding that there was no evaluation of other products.

We are currently evaluating other options, as the organization has matured and we need a tool that provides resource management and planning capabilities beyond what Innotas can provide.

What other advice do I have?

If you are relatively immature in your project management journey, this is a pretty good tool to start with. Your in-house administrators can do much of the customization that you want. Reporting is quite easy and straightforward with this tool.

If you are a small organization with only a few project resources and projects, this tool could likely provide you with what you need in a PPM solution.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
it_user572589
Project Manager at a pharma/biotech company with 1,001-5,000 employees
Real User
Helps us track projects and timesheets.

What is most valuable?

I appreciate the project and timesheet tracking for our staff.

How has it helped my organization?

It has brought our organization to using one tool for requests, project management, and time-tracking.

What needs improvement?

Innotas is revamping their UI. They need to focus on their request management area. I believe it is scheduled for 2017.

We would also like to utilize their budgeting process, but they need to match how we do budgeting.

For how long have I used the solution?

We have used it for two years.

What do I think about the stability of the solution?

We only encountered the usual web application anomalies and slowness at times. But this could be due to different behavior when using different web browsers, such as IE or Chrome.

What do I think about the scalability of the solution?

We did not encounter any stability issues, as we are a fairly small shop.

How are customer service and technical support?

I would rate technical support as very good!

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

We previously used various tools that didn’t map to our processes very well.

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

I think it is worth the price

Which other solutions did I evaluate?

We evaluated ServiceNow.

What other advice do I have?

Do it in phases if you can.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
it_user570480
Senior Analyst - Business Systems at a financial services firm with 1,001-5,000 employees
Real User
I particularly appreciate the Timesheet and Resource Management.

What is most valuable?

I particularly appreciate the Timesheet and Resource Management.

How has it helped my organization?

It has helped to improve our resource forecast functionality and identify resource availability.

What needs improvement?

Financial management and workflow process setup could be improved.

For how long have I used the solution?

I have used it for two years.

What do I think about the stability of the solution?

I did not encounter any stability issues.

What do I think about the scalability of the solution?

I did not encounter any scalability issues.

How is customer service and technical support?

I would give them 9 out of 10.

How was the initial setup?

Initial setup was straightforward.

Which other solutions did I evaluate?

We previously…

What is most valuable?

I particularly appreciate the Timesheet and Resource Management.

How has it helped my organization?

It has helped to improve our resource forecast functionality and identify resource availability.

What needs improvement?

Financial management and workflow process setup could be improved.

For how long have I used the solution?

I have used it for two years.

What do I think about the stability of the solution?

I did not encounter any stability issues.

What do I think about the scalability of the solution?

I did not encounter any scalability issues.

How is customer service and technical support?

I would give them 9 out of 10.

How was the initial setup?

Initial setup was straightforward.

Which other solutions did I evaluate?

We previously evaluated Epic Clarity.

What other advice do I have?

It’s a very intuitive product and easy to use. If you are a young and developing/maturing organization, it is a good first product to implement for a PPM solution.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
it_user475320
PMO Supervisor / Senior IT Project Manager at a government with 51-200 employees
Vendor
It allows the leadership to pull out the project status whenever they want to. There should be another option for capacity management.

What is most valuable?

This solution is cloud-based and that is most beneficial.

How has it helped my organization?

It allows the leadership to pull out the project status whenever they want to.

What needs improvement?

There should be another option for capacity management, besides entering of the time sheets against the tasks.

For how long have I used the solution?

I have used this solution for one year.

What do I think about the stability of the solution?

I have not encountered any stability issues.

What do I think about the scalability of the solution?

I have not encountered any scalability issues.

How are customer service and technical support?

The technical support has been great, although sometimes responses can take up to three days.

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

Previously, we were using Basecamp and Microsoft Project. We needed a global solution that would meet with the leadership project reporting expectations.

How was the initial setup?

The fast start process was straightforward. There were some opportunities around the unique requirements.

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

Make sure you understand the licensing structure, i.e., full verses T&E.

Which other solutions did I evaluate?

We looked at another solution namely the CA Clarity tool.

What other advice do I have?

You must understand the needs of your organization and as to what you are trying to resolve with this product.

Disclosure: I am a real user, and this review is based on my own experience and opinions.
it_user1833
CIO at a insurance company with 501-1,000 employees
Vendor
Portfolio tools are strong and good what-if planning

Valuable Features:

Portfolio tools are strong; what if planning and understanding demand is good.

Room for Improvement:

Reporting out of the box and with any PPM tool, it's all about the data.

Valuable Features:

Portfolio tools are strong; what if planning and understanding demand is good.

Room for Improvement:

Reporting out of the box and with any PPM tool, it's all about the data.
Disclosure: I am a real user, and this review is based on my own experience and opinions.