Planview Portfolios

Frequently Asked Questions about Planview Portfolios

Who are Planview?

Planview is a global leader in portfolio management and work management solutions, providing organisations with tools to optimise their resources and drive business transformation. With a focus on innovation, Planview helps teams align their strategies with execution to enhance productivity and achieve strategic goals.

What are Planviews products?

Planview offers a variety of products designed for project and portfolio management, including Planview Portfolios, which helps organisations manage their project portfolios more effectively by providing insights, prioritisation capabilities, and resource management tools.

What services do Planview offer?

In addition to software solutions, Planview provides consulting services, training, and customer support to assist organisations in implementing and optimising their use of Planview products. They also offer strategic advisory services to help align project portfolios with business strategy.

What type of companies do Planviews products suit?

Planviews products are suitable for a wide range of organisations, from small businesses to large enterprises, across various industries including IT, finance, healthcare, and manufacturing, looking to improve their project management and resource allocation processes.

How much does Planviews product cost?

The cost of Planview Portfolios is variable and depends on factors such as the size of the organisation, the number of users, and specific feature requirements. Potential customers are encouraged to contact Planview for a customised quote based on their needs.

Does Planview offer a free trial?

Yes, Planview typically offers a free trial for prospective users to explore Planview Portfolios and assess its features and capabilities before making a purchasing decision.

What discounts does Planview offer on their products?

Planview may offer promotional discounts or incentives periodically. Interested customers should check their website or contact Planview directly for information regarding current offers.

Are there any hidden fees or additional costs with Planview?

Planview is transparent about its pricing; however, customers should review the terms of service and consult with sales representatives to understand if there are any additional costs for features, integrations, or support services.

Who uses Planviews products?

Planviews products are used by project managers, portfolio managers, and executives across various sectors who seek to enhance visibility into project performance, resource utilisation, and strategic alignment.

What are the main features of Planviews products/services?

Main features of Planview Portfolios include portfolio visualisation, resource management, project prioritisation, reporting and analytics, as well as integration capabilities with other enterprise tools to streamline workflows.

How does Planview compare to its competitors?

Planview is recognised for its robust portfolio management capabilities and comprehensive resource management features. Compared to competitors, it offers greater flexibility, scalability, and integration options, making it suitable for diverse organisational needs.

Is Planviews platform easy to use?

Planview Portfolios is designed with user experience in mind, featuring an intuitive interface that facilitates ease of use. However, the complexity of features may require some training for advanced functionalities.

How easy is it to set up Planviews product or service?

Setting up Planview Portfolios typically involves initial configuration and integration with existing systems. Planview provides support and resources to assist users during the setup process.

Is Planview reliable?

Planview is considered reliable, with a strong track record of serving clients across various industries. Their commitment to continuous product improvement and customer support further enhances their reliability.

Does Planview offer customer support?

Yes, Planview provides comprehensive customer support, including online resources, user manuals, and direct assistance through their support team to help users resolve issues and optimise their use of the platform.

How secure is Planview’s platform?

Planview prioritises security and employs industry-standard measures to protect user data, including encryption and regular security updates. They also comply with various regulatory requirements to ensure data protection.

Does Planview integrate with other tools or platforms?

Yes, Planview Portfolios integrates with a variety of other tools and platforms, including project management tools, enterprise resource planning (ERP) systems, and collaboration software, allowing for seamless workflows across applications.

Can I use Planview on mobile devices?

Planview offers mobile compatibility, allowing users to access key features and functionalities on various mobile devices, facilitating project management on the go.

What do users say about Planview?

User reviews of Planview typically highlight its powerful features and the ability to manage complex portfolios effectively. However, some users have noted the learning curve associated with advanced functionalities.

What are the pros and cons of Planview?

Pros include comprehensive portfolio management capabilities, robust reporting features, and strong integration options. Cons may include a steep learning curve for new users and potential costs associated with advanced features.

How can I purchase Planview’s services?

Customers can purchase Planview services directly through the Planview website or by contacting their sales team for a customised solution that meets their organisational needs.

What is the cancellation or refund policy for Planview?

Planviews cancellation and refund policy may vary based on the specific agreements made at the time of purchase. Customers should review the terms of service or consult with a sales representative for detailed information.

Who uses Planview?

Planview is used by professionals across various roles including project managers, portfolio managers, executives, and team members in organisations looking to enhance project efficiency and strategic alignment.

What are the common use cases for Planview?

Common use cases for Planview include managing project portfolios, optimising resource allocation, ensuring strategic alignment of projects, and improving visibility into project performance and outcomes.

Why choose Planview over other options?

Planview is often chosen for its comprehensive feature set, scalability, and ability to integrate with existing systems, making it suitable for organisations with complex project management needs.

How easy is it to set up Planview?

Setting up Planview involves configuring the platform to meet organisational needs, and while it requires some initial effort, Planview provides resources and support to facilitate the process.

Does Planview offer training or tutorials?

Yes, Planview offers training resources, including tutorials, webinars, and documentation to help users understand and maximise the use of their products.

What languages does Planview support?

Planviews platform typically supports multiple languages, catering to a diverse global user base. For specific language support, users should check directly with Planview or their documentation.

What problems does Planview solve?

Planview addresses common challenges in portfolio management, such as lack of visibility into project performance, inefficient resource allocation, and misalignment between projects and business strategy.

Is Planview worth the investment?

Many users find Planview to be a worthwhile investment due to its robust features and potential to significantly improve project management processes. However, the value will depend on the specific needs and context of each organisation.