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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Accolade
Business leaders have clear visibility to R & D and NPD work, product and portfolio decisions and innovation plans with Accolade innovation management software. Designed for performance, scalability and security, it’s the single source of truth for all of your innovation data. Accolade supports optimal decision-making and empowers teams to be strategic and agile when responding to marketplace change. Improve time-to-market by effectively working methodologies like SAFe, Stage-Gate®, or a hybrid approach. At Sopheon, we guide our customers to efficiently manage product strategy to launch and beyond. Connect business to strategy and focus on fewer, bigger, and better innovation investments. With data insights illuminating gaps and opportunities, you can steer product and brand portfolios to meet your short- and long-term strategic goals. And when plans change, so can your portfolio mix.
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