Planview AdaptiveWork

Planview AdaptiveWork is a project and portfolio management product built for organizations managing complex execution across multiple portfolios and delivery models. It supports IT PPM, Professional Services Automation (PSA), product development and R&D, and business project and program management use cases. Planview Anvi, Planview's AI capability, is embedded throughout AdaptiveWork's core functionality.

Delivery Model Flexibility and Governance

• Supports waterfall, agile, stage-gate, and hybrid delivery models within one governed system
• Low-code workflow automation applies changes across hundreds or thousands of projects at once
• Administrators can create and manage workflow changes without code or extensive professional services involvement

Financial, Capacity, and Portfolio Reporting

• Bidirectional reporting delivers top-down (portfolio to project) and bottom-up (project to portfolio) visibility into financial performance, resource allocation, and delivery progress
• Financial planning, forecasting, and tracking span specific time periods rather than total spend alone
• Native data export supports integration with ALM, PLM, ERP, and BI systems, including custom fields
• Role-based, executive-ready reporting dashboards

Time-Phased Resource and Capacity Planning

• Plans and allocates resources across multiple projects and portfolios by month, quarter, or year, with a multi-year planning horizon
• Supports employees, contractors, equipment, and other non-labor resource types
• Resource demand is compared against available capacity to identify bottlenecks early

Extensible Data Model

• Every standard object, custom field, and custom object automatically generates API endpoints for integration with ERP, ALM, PLM, HR, and BI systems
• Custom objects support hundreds of configurable fields, each API-enabled by design
• Data model extensions do not require middleware or break existing integrations

AI Capabilities (Planview Anvi)

• Natural language questions can be answered about any project, program, or portfolio using live data
• Scheduled agents automate recurring status reports on a defined schedule
• A risk identification capability analyzes project scope, timeline, resource profile, and lessons learned to proactively surface risks at project initiation
• An AI Staffing Optimizer ranks resources by fit against defined criteria such as skills, cost, location, and experience
• A Portfolio Optimizer recommends which projects to keep or deprioritize based on defined KPIs
• Sentiment analysis reviews project text fields to support project health assessment
• Anvi draws from a single connected data model spanning strategies, investments, products, and delivery, grounding its outputs in actual portfolio data