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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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Traction ERM
Traction on Demand's Employee Relationship Management (ERM) offering is a complete HR solution built on the Salesforce platform that manages the employee experience from hire to retire. With HR data centralized on the same platform as your sales, marketing and service data, organizations gain a complete view of their employees and transform HR into a trusted business advisor. Traditionally, companies have used CRMs to evaluate, track and capitalize on the customer experience while the employee and candidate experience has been hidden in a series of disjointed systems. Applicant Tracking, HR Information, Human Capital Management and Learning Management systems capture valuable data, while nobody outside of HR has access or insight. Introducing Traction ERM, an employee relationship management (ERM) solution built on the Salesforce platform. Traction ERM connects these data silos to create an integrated HR system that enhances the employee experience.
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