Planview Review: Pros, Cons, Features & Pricing
Planview is a project portfolio management tool that helps organizations align their projects with strategic goals. It best serves large enterprises and industries like IT, finance, and healthcare, where managing complex project portfolios is critical. Planview's value lies in its ability to provide clarity and control over resources, enabling your team to make informed decisions and achieve strategic outcomes.
In this article, you'll find a detailed review of Planview's features, pros and cons, best and worst use cases, pricing, and more. If you're looking to enhance your project management capabilities and align your team's efforts with your strategic goals, this guide is for you.
Planview Evaluation Summary
- Pricing upon request
- Free trial available + free demo
Why You Can Trust Us
Planview Overview
In my opinion, Planview works best for large teams that need deep visibility into projects and portfolios. It stands out with strong planning tools and strategy alignment, especially if you're juggling complex initiatives. Compared to others, it’s great for high-level decision-making but less ideal if you want something simple and quick to roll out. The UI feels a little dated and clunky at times, and your team might need time to learn it. But if you're after power and customization over simplicity, this one’s worth considering.
pros
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The tool scales well for large enterprises managing complex portfolios.
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Its project visualization features enhance your team's strategic planning.
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Planview's robust reporting tools help your team make data-driven decisions.
cons
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Planview might feel overwhelming if your team has simpler project needs.
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The initial setup and configuration can be time-consuming for your team.
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Some end users find the interface less intuitive than they’d like.
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monday.com
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6 -
Smartsheet
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Miro
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.8
Our Review Methodology
How We Test & Score Tools
We’ve spent years building, refining, and improving our software testing and scoring system. The rubric is designed to capture the nuances of software selection and what makes a tool effective, focusing on critical aspects of the decision-making process.
Below, you can see exactly how our testing and scoring works across seven criteria. It allows us to provide an unbiased evaluation of the software based on core functionality, standout features, ease of use, onboarding, customer support, integrations, customer reviews, and value for money.
Core Functionality (25% of final scoring)
The starting point of our evaluation is always the core functionality of the tool. Does it have the basic features and functions that a user would expect to see? Are any of those core features locked to higher-tiered pricing plans? At its core, we expect a tool to stand up against the baseline capabilities of its competitors.
Standout Features (25% of final scoring)
Next, we evaluate uncommon standout features that go above and beyond the core functionality typically found in tools of its kind. A high score reflects specialized or unique features that make the product faster, more efficient, or offer additional value to the user.
We also evaluate how easy it is to integrate with other tools typically found in the tech stack to expand the functionality and utility of the software. Tools offering plentiful native integrations, 3rd party connections, and API access to build custom integrations score best.
Ease of Use (10% of final scoring)
We consider how quick and easy it is to execute the tasks defined in the core functionality using the tool. High scoring software is well designed, intuitive to use, offers mobile apps, provides templates, and makes relatively complex tasks seem simple.
Onboarding (10% of final scoring)
We know how important rapid team adoption is for a new platform, so we evaluate how easy it is to learn and use a tool with minimal training. We evaluate how quickly a team member can get set up and start using the tool with no experience. High scoring solutions indicate little or no support is required.
Customer Support (10% of final scoring)
We review how quick and easy it is to get unstuck and find help by phone, live chat, or knowledge base. Tools and companies that provide real-time support score best, while chatbots score worst.
Customer Reviews (10% of final scoring)
Beyond our own testing and evaluation, we consider the net promoter score from current and past customers. We review their likelihood, given the option, to choose the tool again for the core functionality. A high scoring software reflects a high net promoter score from current or past customers.
Value for Money (10% of final scoring)
Lastly, in consideration of all the other criteria, we review the average price of entry level plans against the core features and consider the value of the other evaluation criteria. Software that delivers more, for less, will score higher.
Core Features
Resource Management
Planview lets your team allocate and track resources efficiently, ensuring you use them optimally. It provides a clear view of resource availability and utilization.
Project Visualization
You can use Gantt charts, Kanban boards, and dashboards to visualize your projects, making planning and tracking simpler. This feature helps your team stay aligned with project timelines.
Reporting Tools
With robust reporting, you can generate detailed reports to make informed decisions. It helps your team understand project performance and areas needing attention.
Portfolio Management
Planview allows you to manage multiple projects within a portfolio, aligning them with strategic goals. It provides oversight and control over your project landscape.
Risk Management
Identify and mitigate project risks with Planview’s risk management tools. This helps your team anticipate and address potential issues before they escalate.
Strategic Alignment
Ensure your projects align with your organizational goals through Planview’s strategic alignment features. It guides your team in prioritizing initiatives that matter most.
Ease of Use
Planview offers a wide range of features, but its complexity can be challenging for new users. The interface may feel overwhelming for teams unfamiliar with advanced project management tools.
However, once users adapt to the layout, they gain access to powerful functionality that supports complex project needs. The learning curve is noticeable, but the depth of tools can be worth it for managing large portfolios.
Planview Specs
- A/B Testing
- API
- Collaboration Support
- Custom Data Forms
- Dashboard
- Dashboards
- Data Export
- Data Import
- Developer Tools
- External Integrations
- Feedback Management
- Gantt Charts
- Google Apps Integration
- Multi-User
- Notifications
- Prioritization
- Product Catalog
- Release Management
- Reports
- Resource Management
- Review Monitoring
- Roadmapping
- Scheduling
- Task Scheduling/Tracking
Planview FAQs
What kind of training resources does Planview provide?
How does Planview facilitate strategic planning?
How does Planview handle data security and compliance?
Can Planview support remote teams effectively?
Is Planview suitable for agile project management?
How customizable is Planview for specific project needs?
Can Planview integrate with my existing tools and systems?
How does Planview ensure user adoption and engagement?
What's Next?
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