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Planview Portfolios

Score8.5 out of 10

176 Reviews and Ratings

What is Planview Portfolios?

Planview Portfolios is a Strategic Portfolio Management (SPM) product that connects organizational strategy to execution. Powered by Planview Anvi, Planview's specialized AI for strategic planning and delivery, Portfolios is used to manage investment trade-offs against capacity and financials, govern delivery against committed outcomes, and operate from a connected view of strategy, work, resources, and results.

Forward Planning
Portfolios supports scenario planning with side-by-side comparison against priorities, constraints, and dependencies, combining manually built scenarios with Anvi-generated ones.

  • Investment prioritization: rank and analyze investments by business drivers
  • Capacity planning: balance people, money, and demand against strategic priorities
  • Demand management: collect, evaluate, and prioritize demand across the enterprise
  • Product and program funding across portfolios, programs, and products
  • Roadmapping: strategic roadmaps connecting investments to outcomes
  • Financial planning: budgeting, forecasting, and tracking against targets
  • Forecast and actuals: planned vs. actual tracking across portfolios

Outcome-Led Governance
Portfolios connects OKRs across portfolio, program, and team levels, with Anvi reading OKR hierarchy and attainment data to surface progress, risk, and quality signals.

  • Strategic alignment: high-level missions and objectives translated into specific investments
  • Program management: cross-functional change tracked against milestones, costs, risks, and dependencies
  • Project planning and management for on-time, on-budget delivery
  • Resource management: resource allocation against strategic priorities
  • Hybrid work governance: a unified strategic view across waterfall work managed natively in Portfolios, Lean-Agile work in Planview AgilePlace, and collaborative work in Planview ProjectPlace
  • Process automation and workflows for planning and delivery processes
  • Time reporting, costs and actuals, and agile costing
  • Portfolio reporting and dashboards, including a library of out-of-the-box reports with Power BI integration via OData
  • Anvi-powered insights on portfolio status, risk, and sentiment, surfaced within Portfolios and on Planview.Me

Contextual Intelligence
The Connected Work Graph maps relationships between strategy, dependencies, work, resources, and outcomes across the portfolio.

  • Dependency analysis via the Connected Work Graph and Anvi Chat, surfacing dependency risks and bottlenecks
  • AI Insights Widget on Planview.Me: personalized, real-time insights delivered where users work
  • Anvi Chat: a conversational interface to portfolio data available across Portfolios
  • Anvi Home: a central experience for chat, prompt and agent building, and a prompt library
  • Custom agents and automated workflows for repeatable analysis, reporting, and action

Integrations and Security
Planview Hub connects Portfolios to systems of record across a customer's existing technology stack, including tools such as Jira, Azure DevOps, ServiceNow, SAP, and Workday. Portfolios is built on enterprise-grade security certifications including SOC 2, ISO 27001, and ISO 27701, with cloud-hosted and on-premise deployment options.

Categories & Use Cases

Screenshots

Screenshot of END to END VISIBILITY: Planview offers complete visibility across all strategic endeavors, the status, spend, and progress. This gives organizations a connected view of how all initiatives are tracking without having to manage disparate teams and tools.
Screenshot of SCENARIO ANALYSIS: Planview users can compare plans, analyze investment trade-offs, and prioritize investments across different types of portfolios to ensure delivery of the best outcomes. This helps users to ensure the organization's capacity and investments are aligned to the highest priority initiatives.
Screenshot of PERSONALIZED USER EXPERIENCE: Planview can create unique, real-time views based on a job and the status, progress, and other data-oriented use cases. As a result, it can pinpoint where to focus, issues to address, and risks to mitigate in a single view.
Screenshot of DYNAMIC PLANNING AND FUNDING: Planview can be used to pivot plans and key priorities at any time, and continue planning as needed based on organizational strategies and goals. It offers a portfolio mix of investments, initiatives, products, and projects.
Screenshot of GENERATIVE AI ASSISTANT: Planview Copilot taps into Planview knowledge and learnings from thousands of Planview customers to glean insights, derive recommendations based on best practices, and inform strategic decisions. It connects data across project and product initiatives to help understand insights from organizational data – and it does this using a natural language interface.

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Screenshot of END to END VISIBILITY: Planview offers complete visibility across all strategic endeavors, the status, spend, and progress. This gives organizations a connected view of how all initiatives are tracking without having to manage disparate teams and tools.

Product Demos

Technical Details

Technical Details
Deployment TypesOn-Premise, SaaS
Operating SystemsWindows, Mac
Mobile ApplicationApple iOS, Android
Supported CountriesNorth America, South America, Europe, Asia, Australia
Supported LanguagesEnglish, French, German, Spanish, Chinese, Japanese

Downloads

FAQs

What is Planview Portfolios?
Planview Portfolios is an end-to-end project portfolio management and enterprise architecture management tool. It includes two components: Portfolio and Resource Management and Capability and Technology Management. The platform is available as a cloud-based or on-premise service.
What are Planview Portfolios's top competitors?
Broadcom Clarity, ServiceNow Strategic Portfolio Management, and Cora are common alternatives for Planview Portfolios.