
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 ProjectAdvantage is a project and portfolio management product for mid-market organizations and early-stage to maturing PMOs. It centralizes projects, programs, resources, financials, and performance data in one platform, replacing spreadsheets and disconnected tools with structured workflows, real-time dashboards, and AI-powered planning.
Project and Program Management
• Gantt with drag-and-drop scheduling and role-adapted layouts
• Project creation via templates, with Excel and MS Project import
• Program roll-ups, sub-project hierarchy, dependency management
• Phase-gate visibility and critical chain
Portfolio and Resource Management
• Idea and demand management with approval workflows and scoring models
• Portfolio simulation, project ranking, and what-if scenario planning
• Resource and capacity management, including request and commitment workflows
• Budget and cost management with time-distributed costs and forecasting
Adaptive Workflow
• No-code, configurable workflows applied to any object in the platform
• Waterfall, agile, hybrid, critical chain, and phase-gate methodologies supported side by side
• Admins adapt workflows to organizational processes without IT support
Collaboration and Reporting
• Native Microsoft Teams integration for logging time, updating work items, and managing tasks
• Self-service dashboards, native Power BI connector, and PowerPoint export
• Risk, issue, and change tracking alongside document management
AI Capabilities
• AI-generated project plans, including work breakdown structure, phases, and dependencies, from a plain-language description
• AI-assisted risk identification based on project data and historical patterns
• AI-assisted resource matching based on availability, role fit, and cost
• Conversational assistant in Teams for timesheet and work item updates
Deployment
• Typical implementation time of 8 to 12 weeks with no-code setup
• Role-based permissions, single sign-on, and ISO 27001 and SOC 2 compliance
• More than 500 organizations and 350,000 users across 100+ countries
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Forecast
Forecast is a full-scale project and resource management solution that grows out to a complete suite of great functionalities. It unites project management, resource planning, team collaboration, finance, and reporting under one roof, bringing the power of AI to automate administrative tasks. It's a robust alternative to point project management solutions used in professional service organizations.
Perfect for companies of 50+ employees who want the full project portfolio and resource overview, in one software.
* More predictable and accurate project proposals
* Better planning and analysis with Insights & Reporting
* Stronger Business decisions supported by AI
* Flexible resource management with Project and Task Allocations
* Efficient Task and Time Management
* Actionable Insights into Project Profitability with cost, revenue and profit updated in real time
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