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
Learn more
Propel is a cloud-native platform that unifies PLM, QMS, and PIM in one connected system, giving manufacturers complete visibility and control across the entire product lifecycle. It provides a single source of truth for product data, streamlines change management, strengthens quality and compliance, and accelerates time-to-market by eliminating silos.
With real-world AI use cases and enterprise-grade security, Propel helps organizations reduce errors and improve cross-functional alignment. Agentic AI accelerates change reviews, surfaces BOM and quality risks, enriches product information, and guides decisions—while role-based permissions and audit trails protect IP.
From design through manufacturing and commercialization, Propel empowers companies to deliver innovative, high-quality products faster with greater confidence.
Each module deploys independently with no required dependencies.
Learn more
OneDesk
OneDesk combines Helpdesk & Project Management into one software application. No need to purchase, integrate and switch between other multiple applications. Your team can support your customers and work on their projects in one place. Aimed at SMBs as well as departments within large enterprises, OneDesk is frequently used by project managers, customer service agents, IT technicians, professional services and much more. This easy-to-use, feature-rich, and highly configurable software can manage both ticket & task workflows customizable to meet your organization's needs.
The interface is clean and structural. Navigation consists of selecting an application, project level and view layout. Breadcrumbs will indicate where you are in OneDesk. Tickets and tasks are 'Items' while organization, portfolio, project and sub-folders are 'Containers'. OneDesk is easy to use and quick to set up. The learning curve depends on the complexity of the workflows you create.
Learn more
