Planview PPM Pro

Planview PPM Pro is a cloud-based project portfolio management product that gives PMO leaders, project managers, and resource managers a centralized system to manage project portfolios, resources, work intake, financials, and reporting in one place.

Portfolio and Project Management

• Organizations manage their full project inventory, including proposals, active projects, programs, and portfolios, within a single structured system
• Project templates standardize setup and reduce time-to-launch
• Health scoring, status tracking, and automatic rollups surface portfolio-level performance without manual aggregation
• Supports traditional (waterfall) and hybrid project delivery methodologies
• Supports new product development (NPD) portfolios alongside traditional IT and operational projects, including gated process workflows and scoring models tailored to innovation criteria

Resource Management

• The Resource Workbench provides a centralized view of resource allocations across all open projects
• Resource managers see demand versus capacity side by side and identify over-allocation in real time
• Skills Profiles support matching resources to project requirements
• Supports capacity planning for both employees and contractors

Financial Management

• Tracks costs and revenues at the task, project, and portfolio level
• The portfolio Finances tab provides a roll-up view of budget, forecast, and actuals across sub-portfolios and projects
• Supports capitalization tracking (capex versus opex), budget changes, rate changes, and revenue tracking

Work Intake and Demand Management

• Configurable intake workflows capture incoming work demand through structured request forms
• Submissions route through evaluation gates with automated approval processes
• Different request categories can have distinct workflows, gate owners, and approval rules
• Approved requests automatically generate or update projects, tasks, or issues

Reporting and Dashboards

• The reporting engine supports Bubble, Pie, Spiderweb, Donut, Column, and List report types
• Portfolio Financials Dashboards compare approved, forecast, and actual costs, and can be sliced by capex/opex or strategic objective
• Dashboards support drill-down to project status comments, risks, and issues
• Reports can be published, exported, and distributed on a recurring schedule
• Configurable health indicators track schedule and budget performance across the portfolio
• Calculated fields allow organizations to derive custom metrics from existing project data and surface them in any report view without building a new data model

Scenario Planning and Predictive Analysis

• Predictive Portfolio Analysis (PPA) is an automated engine that identifies the highest-value project mix given current resource and budget constraints, respecting project dependencies and role requirements
• What-If Analysis is a manual scenario planning tool that lets users model changes, such as moving resources or shifting project dates, against available capacity before implementing them

AI Capabilities (Planview Anvi)

• The Anvi Insights Widget provides AI-powered health analysis and anomaly surfacing within the PPM Pro experience
• Anvi Chat, available via Labs, provides a conversational interface for project queries, portfolio summaries, and guided assistance

Integrations

• Connects natively with Planview AgilePlace and Planview ProjectPlace for hybrid delivery teams (a project can sync with one or the other, not both simultaneously)
• Integrates with Jira, Azure DevOps, Cherwell, and Tasktop