Planview AdaptiveWork is a project and portfolio management product for organizations managing complex execution across multiple portfolios and delivery models. It supports IT PPM, Professional Services Automation, Product Development and R&D, and business project and program management use cases, with Planview Anvi available as an embedded AI add-on for insights and automation.
Governed Workflow Automation
-Low-code workflow automation for any step in the portfolio and project management process
-Changes ripple automatically across hundreds or thousands of projects
-Admins create and manage workflow changes without code
-Waterfall, agile, stage-gate, and hybrid delivery supported in one governed system
Resource and Capacity Planning
-Time-phased planning and allocation across thousands of resources by month, quarter, or year
-Planning horizon extends years forward and back without restructuring the system
-Supports employees, contractors, equipment, and other non-labor resources
Financial and Portfolio Reporting
-Bidirectional reporting: top-down portfolio to project, and bottom-up project to portfolio
-Time-phased financial planning, forecasting, and tracking, including when funds are committed or earned
-Role-based and executive-ready reporting dashboards
-Native data export on any data object, including custom fields, for ALM, PLM, ERP, and BI systems
Extensible Data Model
-Every standard object, custom field, and custom object automatically generates API endpoints
-Custom objects support hundreds of configurable fields, each API-enabled by design
-Data model can be extended without breaking integrations or requiring middleware
Embedded AI with Planview Anvi
-Natural language questions answered about any project, program, or portfolio using live data
-Scheduled agents automate recurring status reports on a defined schedule
-Risk identification agent surfaces risks at project initiation from scope, timeline, and resource profile
-Work plan agent surfaces recommendations based on delivery patterns across the organization
-Sentiment analysis across project text fields and an in-app text assistant for tone, grammar, and translation
-Customer data is not used to train AI models
AdaptiveWork is designed for upper mid-market to large organizations, including departments within larger enterprises, that need governance and reporting to scale without adding administrative overhead.
Learn more
Planview ProjectAdvantage is a project and portfolio management product for mid-market organizations and early-stage to maturing PMOs. It centralizes projects, programs, resources, financials, and performance data in one platform, replacing spreadsheets and disconnected tools with structured workflows, real-time dashboards, and AI-powered planning.
Project and Program Management
• Gantt with drag-and-drop scheduling and role-adapted layouts
• Project creation via templates, with Excel and MS Project import
• Program roll-ups, sub-project hierarchy, dependency management
• Phase-gate visibility and critical chain
Portfolio and Resource Management
• Idea and demand management with approval workflows and scoring models
• Portfolio simulation, project ranking, and what-if scenario planning
• Resource and capacity management, including request and commitment workflows
• Budget and cost management with time-distributed costs and forecasting
Adaptive Workflow
• No-code, configurable workflows applied to any object in the platform
• Waterfall, agile, hybrid, critical chain, and phase-gate methodologies supported side by side
• Admins adapt workflows to organizational processes without IT support
Collaboration and Reporting
• Native Microsoft Teams integration for logging time, updating work items, and managing tasks
• Self-service dashboards, native Power BI connector, and PowerPoint export
• Risk, issue, and change tracking alongside document management
AI Capabilities
• AI-generated project plans, including work breakdown structure, phases, and dependencies, from a plain-language description
• AI-assisted risk identification based on project data and historical patterns
• AI-assisted resource matching based on availability, role fit, and cost
• Conversational assistant in Teams for timesheet and work item updates
Deployment
• Typical implementation time of 8 to 12 weeks with no-code setup
• Role-based permissions, single sign-on, and ISO 27001 and SOC 2 compliance
• More than 500 organizations and 350,000 users across 100+ countries
Learn more
Planview AgilePlace
Planview AgilePlace is a kanban-based work management product for teams and cross-team delivery. It turns tasks, steps, and handoffs into visual boards and cards, making status clear at a glance. Its kanban mechanism works across Agile, waterfall, hybrid, and flow-based delivery.
Key capabilities:
• Configurable boards for Scrum, Kanban, SAFe, hybrid, or portfolio-level use
• Drag-and-drop cards with priority levels, card types, sizing, and due dates
• WIP limits and blocked-status flags to catch bottlenecks early
• Cross-team dependency tracking and fast replanning
• Scales from single-team boards to portfolio-level views
• OKR integration connects team work to shared objectives
• Connects to existing tools through Planview Hub, supporting mixed methodologies without standardization
Learn more
