What do you like most about Planview PPM Pro?
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PPM Pro has improved my organization through standardization. The big thing for us is that we came from a very immature state of play. Everyone had their own risk and issue management capabilities and their own different impacts for risks. We've been able to standardize that within the program delivery arena. That for us has been a major thing. We're all speaking the same language about the same things and using the same metrics in order to capture statuses.
The timesheet & staffing management function gives us clarity in terms of how capacity planning has to happen and how much actual effort is going into the programs. The risk and project status information gets captured in the project gives more clarity for stakeholders to understand how the programs are running. We have only explored a portion of the application features so far.
Just about everything about the solution is valuable. I can't pinpoint one specific thing. The tool has helped us mature as an agency, has taught us to collect better data and the benefits of having good data.
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 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 dashboards are one of the most valuable aspects of this solution, although, we've only developed a few that anyone's using. There is more maturity there and, of course, we're a month and a half into this, but getting our executive leadership to see these things is half the battle. I think dashboards are going to be critical.
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.
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.
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 is really great at the portfolio level like seeing what projects are in flight versus complete, or maybe not started. The portfolio level view is good for stage-gate management specifically.
The Warm screen, even though we're not going to the deep levels and deep details of all the projects and trying to assign resources at the lowest level, it gives us a quick visual of what resources are being worked on, what projects, and on what activities they're working on. At least at a very high level, because we're not using all the assignment components to the fullest detail, but at least with what Planview gives us as a tool and how we're leveraging it, it gives us that quick view of who's working on what project and who's booking time to what project at any given time or any given a week.
PPM Pro has enabled us to set up and run a project priority committee (PPC) within the organization. Without the PPM Pro tool, we wouldn't be able to have the project information, updates, and project listings in the pipeline to be able to run the meeting efficiently, give information prior to the meeting, and also run the meeting when we meet on either monthly or on a bi-monthly basis.
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.
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.
Time tracking, portfolio management reporting, and what-if analysis create visibility into project planning, resource capacity, and demand planning.
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.
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.
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 most valuable feature of this solution is reporting.
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.
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.
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