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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SONATA
At the heart of SONATA are optimization algorithms by which large vessel (20,000 TEU’s ) multi-port planning time is reduced substantially. Planning time plunges from 16 hours to 40 minutes, and a single-port plan can be created in less than 15 minutes, delivering best-in-class productivity and information sharing. This ultimately results in faster turnaround of vessels and in turn, cost reduction. SONATA creates efficient, safe, and reliable stowage plans ensuring stress and lashing force stability conditions are within the limits – be it a single-port or multi-port voyage. SONATA helps optimize the planning process with multiple cargo views that provide visibility, flexible planning and un-planning of cargo. SONATA helps eliminate container over-stows, excessive vessel stresses, and lashing errors.
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