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Planview Portfolios

Planview Portfolios connects enterprise strategy, funding and resource capacity with programs, products and project delivery.

By Planview

planview.com

Overview

Create strategic roadmaps with milestones and releases; align objectives, funding and capacity across portfolio and team levels. Integrated Gantt and assignment views balance schedules with resource availability; analytics expose portfolio performance and business costs. Confirm solution modules and connected execution tools in the contract; related Planview products are separate software identities. The documented Jira, Azure DevOps and AgilePlace exchanges use Planview Hub integration middleware. Confirm Hub licensing, mappings and supported directions for each connection.
More product details

Product

Aliases
  • Planview Enterprise
  • Planview Enterprise One
License Model
Proprietary
Solution Kind
Platform

Who it is for

Organization Types
  • Business
Roles
  • Portfolio manager
  • Executive
Use Cases
  • Project portfolio management

Vendor · Planview

Short company overview
Planview provides software and services for strategic portfolios, work management and software delivery.
Trust Center Url
trust.planview.com
Website Url
planview.com

Before you choose

Check before choosing

  • Confirm solution modules and connected execution tools in the contract; related Planview products are separate software identities.

Features

Project Portfolio Management

Explore category

Portfolio Management

Partial supportBuilt in
What you can do
  • Create strategic roadmaps with milestones and releases; align objectives, funding and capacity across portfolio and team levels.
More details & conditions: Portfolio Management
Limits to check
  • Confirm solution modules and connected execution tools in the contract; related Planview products are separate software identities.

Resource Management

Partial supportBuilt in
What you can do
  • Integrated Gantt and assignment views balance schedules with resource availability; analytics expose portfolio performance and business costs.
More details & conditions: Resource Management
Limits to check
  • Confirm solution modules and connected execution tools in the contract; related Planview products are separate software identities.

Project Planning

Partial supportBuilt in
What you can do
  • Plan project and program schedules, milestones and dependencies, and compare staffing and timing scenarios. Integrated Gantt and assignment views balance schedules with resource availability.

Milestone Tracking

Partial supportBuilt in
What you can do
  • Plan project and program schedules, milestones and dependencies, and compare staffing and timing scenarios. Integrated Gantt and assignment views balance schedules with resource availability.

Gantt/Timeline View

Partial supportBuilt in
What you can do
  • Plan project and program schedules, milestones and dependencies, and compare staffing and timing scenarios. Integrated Gantt and assignment views balance schedules with resource availability.

Multiple Projects

Partial supportBuilt in
What you can do
  • Track project and non-project time, forecast and actual costs, and performance across projects, programs and portfolios. Dashboards and embedded Power BI reports support investigation of delivery and financial variances.

Project Tracking

Partial supportBuilt in
What you can do
  • Track project and non-project time, forecast and actual costs, and performance across projects, programs and portfolios. Dashboards and embedded Power BI reports support investigation of delivery and financial variances.

Workflow details

Planning
  • Gantt
  • Task dependencies
  • Milestones
  • Resource planning
  • Portfolio planning
Constraints
  • Capacity
  • Budgets
Measurement
  • Name
    Forecast and actual costs against budget
    Scope
    Projects, programs and portfolios
    Description
    Compare planned and actual project and program financials, forecast costs and track actuals against budgets within and across portfolios.
Granularity
  • Name
    Shared planning and reporting data
    Scope
    Projects, programs and portfolios
    Description
    Track project and non-project time, forecast and actual costs, and performance across projects, programs and portfolios. Dashboards and embedded Power BI reports support investigation of delivery and financial variances.
Workflow boundary and exception handling
  • Integrated Gantt and assignment views balance schedule and capacity. Validate how a delayed task propagates to shared resources, dependent projects and forecast completion in the selected execution integrations.

Project Planning

Explore category

Project Planning

Partial supportBuilt in
What you can do
  • Plan project and program schedules, milestones and dependencies, and compare staffing and timing scenarios. Integrated Gantt and assignment views balance schedules with resource availability.

Project Tracking

Partial supportBuilt in
What you can do
  • Track project and non-project time, forecast and actual costs, and performance across projects, programs and portfolios. Dashboards and embedded Power BI reports support investigation of delivery and financial variances.

Project Time Tracking

Partial supportBuilt in
What you can do
  • Track project and non-project time, forecast and actual costs, and performance across projects, programs and portfolios. Dashboards and embedded Power BI reports support investigation of delivery and financial variances.

Workflow details

Planning
  • Gantt
  • Task dependencies
  • Milestones
  • Resource planning
  • Portfolio planning
Constraints
  • Capacity
  • Budgets
Measurement
  • Name
    Forecast and actual costs against budget
    Scope
    Projects, programs and portfolios
    Description
    Compare planned and actual project and program financials, forecast costs and track actuals against budgets within and across portfolios.
Granularity
  • Name
    Shared planning and reporting data
    Scope
    Projects, programs and portfolios
    Description
    Track project and non-project time, forecast and actual costs, and performance across projects, programs and portfolios. Dashboards and embedded Power BI reports support investigation of delivery and financial variances.
Workflow boundary and exception handling
  • Integrated Gantt and assignment views balance schedule and capacity. Validate how a delayed task propagates to shared resources, dependent projects and forecast completion in the selected execution integrations.

Technical details

AI

Input Modalities
  • Text
  • Structured data
Output Modalities
  • Text
Use Cases
  • Portfolio analysis
  • Dependency analysis
  • Status summarization
  • Sentiment analysis

Data

Post Termination Access Days
0

Reliability

Service status
status.planview.com

Support

Channels
  • Email
  • Ticket
  • Community
  • Knowledge base
Included In Plan
Yes
Training Formats
  • Documentation

Integrations

Azure devops

Direction
Outbound
Method
Middleware
Objects
  • test_results
  • defects

Agileplace

Direction
Bidirectional
Method
Middleware
Objects
  • strategic_initiatives
  • epics
  • progress
  • priority
  • resource_allocations

Jira

Direction
Bidirectional
Method
Middleware
Objects
  • epics
  • user_stories
  • portfolio_items
  • progress
  • priority
  • assignees

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