
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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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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