Planview AdaptiveWork is a project and portfolio management product for organizations managing complex execution across multiple portfolios and delivery models. It supports IT PPM, Professional Services Automation, Product Development and R&D, and business project and program management use cases, with Planview Anvi available as an embedded AI add-on for insights and automation.
Governed Workflow Automation
-Low-code workflow automation for any step in the portfolio and project management process
-Changes ripple automatically across hundreds or thousands of projects
-Admins create and manage workflow changes without code
-Waterfall, agile, stage-gate, and hybrid delivery supported in one governed system
Resource and Capacity Planning
-Time-phased planning and allocation across thousands of resources by month, quarter, or year
-Planning horizon extends years forward and back without restructuring the system
-Supports employees, contractors, equipment, and other non-labor resources
Financial and Portfolio Reporting
-Bidirectional reporting: top-down portfolio to project, and bottom-up project to portfolio
-Time-phased financial planning, forecasting, and tracking, including when funds are committed or earned
-Role-based and executive-ready reporting dashboards
-Native data export on any data object, including custom fields, for ALM, PLM, ERP, and BI systems
Extensible Data Model
-Every standard object, custom field, and custom object automatically generates API endpoints
-Custom objects support hundreds of configurable fields, each API-enabled by design
-Data model can be extended without breaking integrations or requiring middleware
Embedded AI with Planview Anvi
-Natural language questions answered about any project, program, or portfolio using live data
-Scheduled agents automate recurring status reports on a defined schedule
-Risk identification agent surfaces risks at project initiation from scope, timeline, and resource profile
-Work plan agent surfaces recommendations based on delivery patterns across the organization
-Sentiment analysis across project text fields and an in-app text assistant for tone, grammar, and translation
-Customer data is not used to train AI models
AdaptiveWork is designed for upper mid-market to large organizations, including departments within larger enterprises, that need governance and reporting to scale without adding administrative overhead.
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With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence.
Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.
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Gather information, generate and share documents, collect secure eSignatures, and audit progress all within one secure and easy-to-use platform. Spend less time manually processing contracts and more time focusing on the relationships that matter. Docubee streamlines contract management so you can scale your business efficiently and enhance the ROI of each contract.
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