Audience

Organizations that want to accelerate strategic execution

About Planview Portfolios

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

Pricing

Integrations

Ratings/Reviews - 1 User Review

Overall 4.0 / 5
ease 3.0 / 5
features 5.0 / 5
design 4.0 / 5
support 4.0 / 5

Company Information

Planview
Founded: 1989
United States

Videos and Screen Captures

Translate strategy into results

Translate strategy into results

Product Details

Platforms Supported
Cloud
Training
Documentation
Webinars
In Person
Support
Phone Support
24/7 Live Support
Online

Planview Portfolios Frequently Asked Questions

Q: Can Portfolios compare what-if scenarios as priorities or capacity change?
Q: How does Portfolios connect portfolio data across systems?
Q: How does AI support strategic portfolio management in Portfolios?
Q: What kinds of users and organization types does Planview Portfolios work with?
Q: What languages does Planview Portfolios support in their product?
Q: What kind of support options does Planview Portfolios offer?
Q: What other applications or services does Planview Portfolios integrate with?
Q: What type of training does Planview Portfolios provide?

Planview Portfolios Product Features

Demand Planning

Historical Reporting Not Supported
Product Introduction Planning Not Supported
Inventory Optimization Not Supported
Data Visualization Not Supported
Promotions Management Not Supported
Sales Forecasting Not Supported
Planned vs Actual Tracking Not Supported
Capacity Planning Not Supported
Replenishment Management Not Supported
Supply Forecasting Not Supported

IT Management

Remote Access Not Supported
Event Logs Not Supported
Software Inventory Not Supported
Patch Management Not Supported
License Management Not Supported
IT Budgeting Not Supported
Hardware Inventory Not Supported
Capacity Monitoring Not Supported
Scheduling Not Supported
Compliance Management Not Supported
User Activity Monitoring Not Supported

OKR

Feedback Management Not Supported
Progress Tracking Not Supported
Strategic Planning Not Supported
Goal Management Not Supported
Prioritization Not Supported
KPIs Not Supported
Benchmarking Not Supported

Product Management

Milestone Tracking Not Supported
Requirements Management Not Supported
Workflow Management Not Supported
Feedback Collection Not Supported
Collaboration Not Supported
Resource Management Not Supported
Prioritization Not Supported
Release Management Not Supported
Idea Management Not Supported
Product Roadmapping Not Supported

Product Roadmap

Milestone Tracking Not Supported
Drag & Drop Not Supported
Workflow Management Not Supported
Feature Management Not Supported
Collaboration Not Supported
Prioritization Not Supported
Requirements Management Not Supported
Diagramming Not Supported
Content Import / Export Not Supported

Project Portfolio Management

Budget Management Supported
Collaboration Supported
Dashboard Supported
Issue Management Supported
Milestone Tracking Supported
Portfolio Management Supported
Project Planning Supported
Requirements Management Supported
Resource Management Supported
Status Tracking Supported
Task Management Supported
Time & Expense Tracking Supported

Resource Management

Drag & Drop Not Supported
Data Visualization Not Supported
Filtered Search Not Supported
Utilization Management Not Supported
Capacity Management Not Supported
Employee Scheduling Not Supported
Skills Tracking Not Supported
Demand Forecasting Not Supported
Resource Allocation Not Supported

Strategic Planning

Budgeting & Forecasting Supported
Dashboard Supported
Goal Setting / Tracking Supported
Idea Management Supported
KPIs Supported
Modeling & Simulation Supported
Roadmapping Supported
Scenario Planning Supported
Scorecards Supported

Planview Portfolios Additional Categories

Planview Portfolios Verified User Reviews

Write a Review
  • Marta C.
    Account Director
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 100 - 499
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Planview Enterprise One takes us from resources to results"

    Posted 2021-04-20

    Pros: Its road-mapping function is something that I like, and that makes it so comfortable to work following a thread of research, investment, resources, and possible results achieving successful management of each project.

    Cons: I dislike that it can have a bit of a steep learning curve, making it challenging to educate new users on the program.

    Overall: The fact that it allows me to do detailed planning of any strategy to be followed to drive the development and possible fulfillment of projects is without a doubt its best benefit. It allows all team members to be on the same page as we work on a project that needs to be built as soon as possible and with positive results, giving us the management tools to achieve this. Increasing the roaming in and out of successful projects is what this program will allow you to acquire; the strategic way in which you will carry it out will give you a high probability of getting the best results.

    Read More...
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