
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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Prism PPM
Prism PPM is the leading Project Portfolio Management (PPM) solution used by successful organizations to manage their projects strategically, mature their Project Management Office (PMO), and ensure alignment with high-level business objectives. Recognized by Gartner on their APMR Magic Quadrant.
Spreadsheets and task management tools don’t allow you to easily manage your entire project portfolio, drive greater benefit realization, or improve your processes. Prism PPM is built to help you do exactly that by empowering the PMO with tools for resource management, agentic AI analysis, and out of the box BI-enabled reports created specifically for PPM use cases.
Align data and teams around the work that drives the most value. Gain visibility into every facet of your portfolio. Get the leverage to improve delivery outcomes. Risk less and realize more across your entire project portfolio with Prism PPM.
Learn more and get a demo at our website.
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