
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
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AI Sales Rep with Person-Level Website Identification
Identify and Influence Your Engaged Website Visitors into Sales-Ready Leads – Before You Commit a Single Working Hour.
Lower Funnel, Higher Value Leads
Using our advanced WebID +Person identification technology, we uncover and identify the most engaged visitors to your site.
- 40 points of data about each prospect, including first name, last name, email address, and more.
- Engaged, But Anonymous: These prospects are conducting online research but haven’t met with your sales team yet.
- These visitors are deep in your sales funnel, spending time on your key ‘buying pages’ but remaining unknown to you.
- Our AI Sales Rep identifies and gently engages with these visitors, influencing them to express interest. This is 100% automated.
Leverage the power of AI to turn your website visitors into meeting-ready leads effortlessly.
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Income Access
Income Access provides marketing technology and a full suite of digital marketing services to the iGaming, lottery, crypto and forex industries. Our mission is to help companies and affiliates in these and other industries build long-term, profitable, and sustainable business relationships.
Since 2002, Income Access has partnered with over 300 brands and connected with over 25,000 key affiliates and publishers. We use our own proprietary affiliate marketing software solution and offer in-house digital marketing services in order to help our partners achieve growth in their customer acquisition, gain better exposure for their brand, and maximise revenues. At Income Access, we are a software company, marketing agency, and affiliate network all rolled into one.
Contact one of our industry experts today to learn more!
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