
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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AnalyticsCreator is a metadata-driven design application for data warehouse automation and data product engineering across the Microsoft data stack.
At its core is the AnalyticsCreator Governed Control Model, which keeps business meaning, data structures, transformation rules, dependencies and technical implementation connected in one controlled project model. Data teams design the required architecture in AnalyticsCreator, then generate native Microsoft assets from that design.
Generated assets can include SQL Server objects, SSIS packages, Azure Data Factory pipelines, Microsoft Fabric components, deployment artefacts and Power BI semantic models. AnalyticsCreator supports dimensional, 3NF and hybrid modelling approaches together with ingestion, transformations, delta loading, historisation, Slowly Changing Dimensions, snapshots and repeatable data-processing patterns.
Changes made in the model can be propagated across dependent project assets, while lineage, documentation and impact analysis remain connected to the underlying design. This helps teams reduce repetitive engineering work, standardise delivery and understand the effect of change before regenerating affected assets.
AnalyticsCreator generates native Microsoft technology rather than requiring a proprietary runtime. Organisations retain ownership of the resulting implementation and can integrate generated assets into existing Git, Azure DevOps and CI/CD processes.
Design Intelligence extends this governed project context into AI-assisted data engineering by giving authorised AI tools and agents structured access to metadata, lineage, dependencies and design rules.
Typical use cases include enterprise data warehouse development, Microsoft Fabric adoption, SQL Server and SSIS modernisation, governed Power BI delivery, SAP-to-Microsoft analytics architectures and repeatable data product engineering.
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Augoor
Augoor transforms static code into dynamic knowledge, enabling teams to navigate, document, and optimize complex systems effortlessly. By extracting structures, relationships, and context, Augoor builds a living knowledge graph that accelerates the development lifecycle. Its AI-driven code navigation tool accelerates new developer productivity, integrating them into projects from day one. Augoor reduces maintenance efforts and enhances code integrity by pinpointing problematic code segments, saving costs, and reinforcing your codebase. It automatically generates clear, updated code explanations, preserving knowledge, especially for complex legacy systems. The AI navigation system cuts down time spent searching through code, allowing developers to focus more on coding, speeding up feature development, and fostering innovation in large codebases. Augoor's advanced AI-driven visualizations uncover hidden patterns, map complex dependencies, and reveal critical relationships.
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