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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Planview Software Product Delivery Solution is an enterprise delivery intelligence platform that connects strategy to execution across your existing development toolchain, giving technology leaders the visibility they need to deliver faster, with confidence and measurable impact.
Planview's solution integrates with ADO, GitHub, Jira, and other tools to aggregate real-time delivery data across teams and toolchains. Core capabilities include cross-team dependency management, flow and bottleneck analysis, capacity planning, agile planning at team and portfolio levels, AI-powered roadmapping, delivery analytics (including DORA metrics), connected OKRs, and portfolio-level investment and scenario modeling. Risk signals are surfaced early through configurable thresholds and flow metrics, and executive-ready views replace manual reporting with live, evidence-based delivery intelligence helping enterprises transform how they deliver digital products.
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Office Timeline
Office Timeline is a robust and easy-to-use PowerPoint add-in that helps you create Gantt charts, roadmaps and swimlane diagrams in minutes, by leveraging professionally built, fully customizable templates.
The interface blends seamlessly with the native PowerPoint one, so it's guaranteed to look and feel familiar right away. Intuitive drag & drop actions eliminate the learning curve traditionally associated with project management software and give you full control over the design of all elements.
Import features from popular software like Excel, MS Project, Smartsheet or Wrike allow you to bring in external data without manually entering the tasks and milestones. Save the templates and share your work directly from the add-in to make the best use of your time.
Our vision is to help users of all levels ace presentations and tell a clear and compelling story via engaging visuals, without putting in hours of work before every single meeting.
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