How do you or your organization use this solution?
Please share with us so that your peers can learn from your experiences.
Our primary use case of this solution is to capture all corporate business demand across the organization then to visualize that demand in a way that can be used by the senior management team to make decisions. We use it to collect a portfolio view of all projects that were in flight and various stages of the delivery lifecycle. We ride risk and issue management capabilities, capturing lessons learned, dependencies, plans, schedules, and resourcing. We also use it for: * The ability to manage and review resource information around availability, demand, and schedules. * The ability to report on that information. * The ability to visualize our portfolios, that is key. * Finally, we're using that information in order to generate meaningful reports.
We use PPM Pro mainly for resource tracking and project/program management at present. Resources are tracked from the time of joining in Organization/Division until they exit. Projects are getting tracked from the conceptual phase until completion. Projects are tracked and managed through the gate mechanism. In addition to the project information, we also capture resource staffing, health, risks, status, and project stages; all of this gets updated periodically. We also use it for certain aspects of financial details from a project management aspect. Eventually, it is supposed to become a one-stop-shop or a source of data for project information. That is what we are aiming to achieve.
I'm with the Wake County government and PPM Pro is our project portfolio and application portfolio management tool that is used enterprise-wide throughout the County.
Our primary use cases are for capacity management, resource management, and time tracking.
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.
PPM Pro started out being just an IT application. Within the IT PMO, we needed a way to track our portfolio. We had spreadsheets with project data on them and it was cumbersome. Being able to get some portfolio analytics was important to us, and then our project managers were using all different kinds of tools. They were using MS Project, Excel, and all good stuff, but the templates and everything was all over the place. I liked PPM Pro because we could essentially build out the forms, the fields, and everything to mirror a project charter. The risk and issues log was already in there. Instead of having to use a bunch of tools, we're able to do a whole lot of it, especially the budget management in PPM Pro. The biggest thing for us was the timesheets because we had a time tracking system that was terrible, it was expensive, and it didn't connect to anything else. Now we've got the time entries, the projects, the reports, and the portfolio all in one system and we liked it so much that the business side decided they wanted to participate as well so it's now the project tool for the entire organization.
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.
We use PPM Pro within our IT department to manage enhancement requests that are small, medium, and large.
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.
My primary use case for this solution is for research and development projects.
Currently, we're using PPM Pro mostly for project management and resource management and we try to incorporate last year into this year everything that's related to strategy and program portfolio management. We're expanding for 2021, trying to use the ICP component.
We use it to track IT project management and portfolios. It has also been used for tracking time performance on projects by our IT team, getting a better understanding of where work was going, managing resources to those projects, and setting the priorities for the projects.
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.
The primary use case is resource demand capacity planning.
We use it for project portfolio management in the organization. We are using the latest version.
It's for strategic projects: Work intake as well as management of those projects.
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.
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.
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.
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.
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.
What do you like most about Planview PPM Pro?
Thanks for sharing your thoughts with the community!