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    Portfolios Flex

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    Sold by: Planview 
    Deployed on AWS
    Planview® Portfolios combines business and technology planning to optimize funding and resource capacity, provide end-to-end visibility, track actuals to plan, and accelerate strategic execution.

    Overview

    Planview is recognized as a Leader in Project Portfolio Management, Strategic Portfolio Management and Enterprise Agile Planning.

    Planview® Portfolios combines business and technology planning to optimize funding and resource capacity, provide end-to-end visibility, track actuals to plan, and accelerate strategic execution.

    Please contact Planview for specific configuration and pricing based on your requirements - market@planview.com 

    Highlights

    • Empowers executives, transformation and strategy leaders, finance, and EPMOs to drive business outcomes across multiple functions, create dynamic plans to adapt with change, and accelerate on-strategy delivery.
    • Helps PMOs optimize program and project portfolios, balance capacity against demand, prioritize work, focus resources, and empower teams to deliver work that drives value to the business.
    • Empowers executives, software development, Agile and transformation leaders to embrace new ways of working, connect strategic plans and funding to Agile delivery, and scale Agile on their terms and timeline.

    Details

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    Delivery method

    Deployed on AWS

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    Pricing

    Portfolios Flex

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    Pricing is based on the duration and terms of your contract with the vendor. This entitles you to a specified quantity of use for the contract duration. If you choose not to renew or replace your contract before it ends, access to these entitlements will expire.
    Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator  to estimate your infrastructure costs.

    12-month contract (1)

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    Dimension
    Description
    Cost/12 months
    Planview Portfolios Flex
    25 Managers, 100 Team Members
    $203,525.00

    Vendor refund policy

    No refunds

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    Legal

    Vendor terms and conditions

    Upon subscribing to this product, you must acknowledge and agree to the terms and conditions outlined in the vendor's End User License Agreement (EULA) .

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    Usage information

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    Delivery details

    Software as a Service (SaaS)

    SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.

    Support

    Vendor support

    The Planview Product and associated subscription services are subject to the following terms. Planview Service Level Agreement available at https://www.planview.com/legal/agreements/#serviceTerms  for Support Services are available at https://www.planview.com/legal/agreements/#service  Planview Data Processing Agreement found at https://www.planview.com/legal/agreements/#dpa  is incorporated into this Standard Contract by reference and will take precedence over the data processing addendum. The Buyer acknowledges that in the event the Buyer has directly signed with Planview a contract for the Planview Product and associated subscription services, that contract will hold precedence over the Standard Contract. For specific technical support requests please email us at customercare@planview.com 

    AWS infrastructure support

    AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.

    Product comparison

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    Updated weekly
    By Planview
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    Accolades

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    Top
    50
    In Project Management
    Top
    10
    In Planning and Forecasting
    Top
    25
    In Healthcare & Life Sciences

    Customer reviews

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    Sentiment is AI generated from actual customer reviews on AWS and G2
    Reviews
    Functionality
    Ease of use
    Customer service
    Cost effectiveness
    Positive reviews
    Mixed reviews
    Negative reviews

    Overview

     Info
    AI generated from product descriptions
    Strategic Portfolio Management
    Combines business and technology planning to optimize funding and resource allocation across multiple organizational functions
    Resource Capacity Optimization
    Enables balancing of capacity against demand and prioritization of work across teams and projects
    Visibility and Tracking
    Provides end-to-end visibility into project execution and tracks actual performance against planned metrics
    Agile Planning Integration
    Supports connection of strategic plans and funding directly to Agile delivery methodologies
    Enterprise Planning Coordination
    Facilitates cross-functional planning and execution alignment between executives, finance, technology, and project management teams
    Work Management Flexibility
    Supports both product-centric and project-centric development methodologies with adaptable enterprise agile planning architecture
    Portfolio Hierarchy Visualization
    Enables drill-down and scale-up capabilities across portfolio hierarchy levels with distraction-free project and product views
    Resource Management
    Provides comprehensive resource capacity analysis and enables informed trade-off decision making across enterprise portfolios
    Strategic Alignment Mechanism
    Integrates business and technology planning to ensure continuous alignment with enterprise strategic objectives
    Financial Integration Platform
    Directly integrates with industry-leading financial management platforms to provide insights into labor allocations, capitalization, and forecasting
    Machine Learning Forecasting
    Utilizes Amazon Forecast integration with ML-driven forecasting capabilities to generate accurate predictions based on internal and external factors
    Connected Planning Platform
    Provides a unified, real-time, cloud-based environment for collaborative planning across multiple organizational domains including finance, sales, supply chain, marketing, HR, and operations
    Financial Modeling
    Offers flexible modeling capabilities to automate, structure, and connect financial and operational solutions for performance optimization
    Supply Chain Intelligence
    Enables real-time collaboration across departments, functions, suppliers, and customers through advanced supply, demand, and sales & operations planning solutions
    Workforce Strategy Alignment
    Supports dynamic workforce planning through talent strategy and compensation modeling solutions that align business strategies with operational execution

    Contract

     Info
    Standard contract
    No
    No

    Customer reviews

    Ratings and reviews

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    0 ratings
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    0 AWS reviews
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    30 external reviews
    Star ratings include only reviews from verified AWS customers. External reviews can also include a star rating, but star ratings from external reviews are not averaged in with the AWS customer star ratings.
    neelima c.

    I am part of Support team, with admin access

    Reviewed on May 15, 2025
    Review provided by G2
    What do you like best about the product?
    Help in maitaining project, resources, work and other Project maintaining activities
    What do you dislike about the product?
    The support service has its portal where we have to login and register ticket .lenghty process and takes time to resolve issue
    What problems is the product solving and how is that benefiting you?
    helps in project manajment,cost attributes, employe records , work portfolio
    reviewer2333736

    Great centralized platform with robust reporting and analytics

    Reviewed on Feb 20, 2024
    Review provided by PeerSpot
    ">

    What is our primary use case?

    We use Planview Management to assess the current project portfolio, evaluate resource availability, and prioritize projects based on strategic objectives, ROI, and risk factors. 

    Planview Management improves an organization depending on how well it aligns with the organization's goals and processes and how effectively it is implemented and utilized by the team. 

    Our overall experience was good. Our primary use case is Planview Management. In this scenario, it is to improve project visibility, optimize resource utilization, and drive better decision-making to achieve organizational goals effectively.

    How has it helped my organization?

    This software totally changed our organization's workflow. Planview Management offers a centralized platform for managing all projects and portfolios. This helps to improve visibility into project status, progress, and resource allocation across the organization. 

    What is most valuable?

    Planview Management enables our organizations to make data-driven decisions. The centralized platform offers robust reporting and analytics capabilities. 

    Planview Management integrates seamlessly with other tools and systems used within the organization, such as enterprise resource planning (ERP ) software, customer relationship management (CRM ) systems, and collaboration platforms. This integration enhances data visibility, streamlines workflows, and eliminates silos between departments. All other services are sophisticated

    What needs improvement?

    Enhancements are needed in:

    Advanced reporting  and analytics: While Planview Management provides robust reporting and analytics capabilities, further enhancements could include more advanced data visualization options, predictive analytics features, and customizable dashboards to provide deeper insights into project performance and trends. 

    Enhanced collaboration tools: While Planview Management facilitates collaboration, additional features such as real-time chat, video conferencing integration, and collaborative document editing can further improve communication and teamwork among project teams and stakeholders. 

    Scalability and performance: As organizations grow and their project portfolios expand, it's essential for Planview Management to ensure scalability and performance. This could involve optimizing the platform's architecture, enhancing database management, and improving response times for large-scale deployments. 

    Overall, by addressing these areas for improvement and incorporating additional features in the next release, Planview Management can continue to meet the evolving needs of organizations and remain a leading solution for project and portfolio management.

    For how long have I used the solution?

    I've used the solution for six months.

    EduardoMaya

    A solution that gives you all the information you need to plan detailed projects

    Reviewed on Jul 07, 2023
    Review provided by PeerSpot
    ">

    What is our primary use case?

    We work as an internal support factory and use Planview Portfolios to manage our projects and develop software. And we are trying to migrate to agile functionality. We used the software for booking reservations in hotels.

    What is most valuable?

    The benefit of Planview is that you can manage all the features simultaneously, and you have the information you need online. You can change your information and manage the resources very well. Getting to view the project is the best feature in Portfolios.

    What needs improvement?

    The box reports are too limited. If you want to configure it, you must consult someone, which is sometimes expensive.

    For how long have I used the solution?

    I have been using the solution for four years.

    What do I think about the stability of the solution?

    The solution is very stable.

    What do I think about the scalability of the solution?

    The solution is very scalable. We are only using a part of the solution. About 20 people from IT are using Portfolios in my company.

    How are customer service and support?

    Customer support sometimes takes a lot of time, but otherwise they do great. It is necessary to have some support because we have to do some special configurations.

    How would you rate customer service and support?

    Neutral

    How was the initial setup?

    The initial setup was just a little complex. I rate the initial setup a seven out of ten. Deploying the solution took two weeks. While deploying the solution, we had two instances, one for the IT team and one for the business team. And we had to connect the two and explain things to the team. Only two people were needed to deploy the solution, me and another person.

    What about the implementation team?

    Sometimes, we needed to hire a consultant, but not always. The majority of the time, we can implement the solution alone.

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

    Planview Portfolios is not too expensive. You get what you paid for.

    What other advice do I have?

    Before choosing Portfolios, you must prepare all the scenarios well to create projects on Portfolios. You must find the stage you want to manage in the life cycle. I rate Planview Portfolios an eight out of ten because the solution should explore more with reports.

    Sudhakar H.

    One stop from Project Management

    Reviewed on Apr 24, 2023
    Review provided by G2
    What do you like best about the product?
    It's the best workflow management tool where adding and maintaining the tasks were made easy with its smooth and nice User Interface. It helps to prioritize the tasks and organize to complete tasks effectively.
    What do you dislike about the product?
    Scheduling the work tasks can be made little simpler and in present market it has many competitors,
    except this currently no dislikes about Plainview Portfolio.
    What problems is the product solving and how is that benefiting you?
    It helps in creating, adding, assigning and organizing tasks of the project within the team. Using this tools we can able to easily manage large projects effectively.
    S. K.

    " BIAT Cloud PM, TM and Time Tracking"

    Reviewed on Jan 12, 2023
    Review provided by G2
    What do you like best about the product?
    Simple set-ups and plugins. Capable of priori sing urgent projects, online time approvals, adding due dates and assignees, mass chatting, time tracking and estimations. Sophisticated graphical-user-interface.
    What do you dislike about the product?
    Nothing to dislike upon it's functionality and services since it meets beyond we expected initially.
    What problems is the product solving and how is that benefiting you?
    Agility in projects management, workflow management and cuts cost of hiring many PMs.
    View all reviews