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
Portfolios is designed for organizations managing multiple operating units, geographies, or diversified portfolios that need a connected operating picture across strategy, delivery, and outcomes.
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