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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Digital Adoption and User Training in One Solution.
ClickLearn is a Digital Adoption Platform, which captures work processes in enterprise software. The platform auto-produces learning content in 7 formats and 45 languages, creates a customizable e-learning portal and keeps documentation current with automatic updates.
The unique recording technology behind ClickLearn saves time and ensures that users are successfully onboarded into your business software by automating the process of creating training material and documentation.
When processes are recorded using ClickLearn, with a single click customers can produce step-by-step instructions, virtual assistance, e-learning, and interactive process videos in more than 45 languages.
And with each software release, customers can automatically update their content including screenshots with a click of a button.
It is easy to get started, with no complexity and no infrastructure is required.
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Bonita BPM
Bonita BPM is the business process automation platform from Ofelia, the French software company named Bonitasoft until May 2026. It is built for operations too complex, too regulated or too critical to run on a generic workflow tool.
Teams build dedicated process applications with deep business logic, SLA enforcement, full audit trails and orchestration across ERP, CRM, legacy systems and custom services. Every step is logged and every decision is traceable.
Two build paths share the same engine. Bonita Fabric is the full development environment, with Bonita Studio, a process designer that turns plain language into BPMN, a UI builder and native AI connectors. Bonita Work Hub is the no code path, and an application started there moves to Studio without a rebuild.
The architecture is open and modular, integration is API first, and there is no proprietary runtime language, so deployment stays on-premise, self-hosted or in your own cloud. Open source and commercial editions.
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