Planview PPM Pro

We use it to track all IT Project Requests and track IT labor against those projects. We track project portfolios by business unit. In addition to Projects we also track Administrative, Operational, and Small Enhancement activities. Also use it to manage resources - to see what percent they are allocated for current and future project tasks.

PPM Pro is the older generation Project Portfolio platform offered by Planview. If we started over, we would consider their newer platform Planview Portfolios. It appears that Portfolios has enhanced capabilities and is better integrated with other newer product offerings of Planivew

Fairly easy. Between Customer Success Center and Professional Services we felt very supported.

Would like to see Self Service Administration (SSA) for the Resource entity on a similar scale to what is offered for Request and Project entities.

We are now exploring the integration of PPM Pro with Power BI analytics platform. Have been able to configure ODATA feed just by using documentation available on the CSC portal

On standard support. With PPM Pro we have had very few serious issues over the last 10 years. We did not feel a need for it and still feel that same way today.

We have used Planview Professional Services very effectively over the last 2 years for PPM Pro configuration guidance as well as best practices for using PPM Pro. Their model of offering pool of consulting hours gives us most flexibility and is not limited to singular project or functional topic.

Study up on the readily available documentation on CSC
Consider Professional Services for more complex needs

I was not involved in the initial purchase of PPM Pro. Planview has been very reasonable and flexible in presenting PPM Pro renewals and Professional Services.

Nothing specific that comes to mind...

Strategic Portfolio & Project Management: Planview PPM Pro is used to manage our strategic project work intake to evaluate project requests for strategic alignment and ROI before we spend real dollars investing in a project. Last year we avoided over 4 million dollars on a single request by identifying unnecessary requirements.

Work Intake: Planview PPM Pro work intake module is World Class. It's allowed us to consolidate our Strategic & Non-strategic Project Intake as stated above. We also have over 2 dozen department-level workflows that provide teams a single entry-point (& single source of truth) for their most critical processes. Teams have been able to strategically remove unnecessary resources, or add resources that provide easily identifiable value.

Dashboards & Reports: This is what truly provides value for our (or any) organization. We're able to provide a 500-, 5,000-, and 5,0000-ft view of the ongoing project and department work taking place. We use high-level dashboards/scorecards for executives, mid-level operational dashboards for directors & managers, and tactical dashboards for teams. These provide a clear, strategically aligned view of the work taking place within our organization.

We do not purchase premium support. We do purchase consulting hours that we use for assistance in building solutions for our internal customers.

The support team at Planview is phenomenal and I have too many instances from which to choose. Planview PPM Pro is a vast, highly customizable application. Even though I consider myself an expert in using Planview PPM Pro, there are times when I forget a little thing that causes a behavior I don't expect and I can't tell what's missing. The support team is very quick in finding my issue and they help keep me moving.

Innotas is being used for project management and dashboard reporting for IT and company projects.

Have more functional areas involved.

They always do!

The City of Tacoma has two seperate instances of Innotas. One is being utilized by the centralized IT Department's Business Solutions team to manage it's portfolio of SAP, Web and Information Services projects for all City of Tacoma departments. Tacoma Public Utilities Project Management team also recently implemented an instance in an effor to improve scheduling and tracking of all utility technology projects. Along with the basics of the project approval and scheduling process, there is a large focus on resource planning, time tracking and KPI reporting.

Some of the main organiational pain points being addressed by this tool include:
1) A distinct project approval and prioritization path based on a clearly defined methodology and criteria.
2) A clear picture of resource allocation and capacity.
3) Tracking estimates vs actuals and monitoring commitments to ensure service level agreements are being met.
4) Gaining a factual representation of actual work being delivered to each customer.

Many times in the past I have been on the phone with someone who didn't initially understand the issue we were having or desired change. Or in some cases, I didn't understand the solution they were suggesting. In each case, the support agent was patient and took the necessary time to ask questions and ensure mutual understanding.

Innotas was solely used by Information Management to manage its entire portfolio of projects. The PMs maintained the work plans inside of the tool. All staff recorded their time in Innotas. Managed conducted resource management using the tool.

I would keep it the same.

No, you definitely need a warm body to conduct the training. My training was conducted on line.

During the implementation, Tim Szrejter went above and beyond to make our project a success!!