Planview PortfoliosPlanview
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VisionSyncStraightEdge Innovations, LLC
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About
Planview Portfolios is a Strategic Portfolio Management product that helps organizations translate strategy into results, managing investment trade-offs against capacity and financials, governing delivery against outcomes, and operating from a connected view of strategy, work, resources, and outcomes.
Forward Planning
• Scenario comparison against priorities, constraints, and dependencies, combining manually built scenarios with AI-generated options
• Investment prioritization, capacity planning, and demand management
• Program and product funding, roadmapping, and financial planning
• Forecast versus actuals tracking
Outcome-Led Governance
• Connected objectives and key results across portfolio, program, and team levels
• Strategic missions translated into specific investments
• Program management, project planning, and resource management
• Process automation, time reporting, and portfolio reporting and dashboards, with out-of-the-box reports and Power BI integration
• A governance and visibility layer across delivery modes, giving a unified strategic view of work happening in other Planview products used for Lean-Agile and collaborative execution
Contextual Intelligence
• A Connected Work Graph mapping relationships between strategy, dependencies, work, resources, and outcomes
• Planview Anvi, the AI built into Portfolios, which generates planning scenarios, surfaces status, risk, and sentiment signals for governance, and identifies patterns across the Connected Work Graph
• Anvi available through in-app intelligence, Anvi Chat, and Anvi Home
• Connections to systems of record across an organization's existing technology stack through Planview Hub
Security and Deployment
• SOC 2, ISO 27001, and ISO 27701 certification
• Data encryption in storage, transit, and backups
• Cloud-hosted or on-premise deployment options
• Customer data is not used to train AI models and is not shared with other customers or third parties
• Planview Anvi operates within the customer's own Planview environment rather than as an external service
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About
VisionSync is strategic planning software that turns a strategic plan into work people own and track. Load your plan in your own framework and name every layer, from goals and strategies to initiatives. Each initiative gets one owner, a target for each review period and automated reminders by email and in-app, with Microsoft Teams and Slack reminders in beta. Owners post progress with a status and a short comment, and it rolls up through every department, college, hospital or unit to the organization's goals. Leaders see live dashboards and heatmaps, and board reports come from the same data. Tags tie work to accreditation criteria, grants or standards. Run multiple plans at once, export to CSV or PDF anytime, and keep a dated history of every update. PulseIQ, an optional AI assistant in beta, answers questions from your plan data. SSO, role-based access, encryption in transit, and accessibility aligned to WCAG 2.2 AA and Section 508. Implementation, training and support included.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Organizations that want to accelerate strategic execution
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Audience
Colleges, universities and university systems; hospitals and health systems; cities, counties and state agencies; nonprofits; chambers of commerce; and companies running one plan across departments.
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Support
Phone Support
Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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PricingAccess is priced monthly by seat bracket, with seats counting all logins, including view-only users. Annual or multi-year terms apply. Implementation and training carry a one-time, tier-based fee; optional SSO/SAML setup has a separate one-time integration fee. Nonprofit and public-sector rates, plus education discounts, may apply.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Pros from Real UsersPros
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Training
Documentation
Supported
Webinars
Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationPlanview
Founded: 1989
United States
www.planview.com/products-solutions/products/planview-portfolios/
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Company InformationStraightEdge Innovations, LLC
Founded: 2023
United States
visionsync.com
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Alternatives |
AlternativesNo Alternatives
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Categories |
Categories |
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Strategic Planning Features
Budgeting & Forecasting
Supported
Dashboard
Supported
Goal Setting / Tracking
Supported
Idea Management
Supported
KPIs
Supported
Modeling & Simulation
Supported
Roadmapping
Supported
Scenario Planning
Supported
Scorecards
Supported
Project Portfolio Management Features
Budget Management
Supported
Collaboration
Supported
Dashboard
Supported
Issue Management
Supported
Milestone Tracking
Supported
Portfolio Management
Supported
Project Planning
Supported
Requirements Management
Supported
Resource Management
Supported
Status Tracking
Supported
Task Management
Supported
Time & Expense Tracking
Supported
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Strategic Planning Features
Budgeting & Forecasting
Not Supported
Dashboard
Supported
Goal Setting / Tracking
Supported
Idea Management
Not Supported
KPIs
Supported
Modeling & Simulation
Not Supported
Roadmapping
Not Supported
Scenario Planning
Not Supported
Scorecards
Not Supported
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Integrations
Active Directory
Not Supported
BugHerd
Supported
Cognito Forms
Supported
Google
Not Supported
Integrify
Supported
Microsoft Entra ID
Not Supported
Microsoft Power Query
Supported
Microsoft Teams
Not Supported
Model Context Protocol (MCP)
Not Supported
Okta
Not Supported
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Integrations
Active Directory
Supported
BugHerd
Not Supported
Cognito Forms
Not Supported
Google
Supported
Integrify
Not Supported
Microsoft Entra ID
Supported
Microsoft Power Query
Not Supported
Microsoft Teams
Supported
Model Context Protocol (MCP)
Supported
Okta
Supported
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