Planview Enterprise (652 KB)
Enterprise Portfolio Management (607 KB)
Resource Capacity Planning Overview (146 KB)
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Enterprise Portfolio Management
Optimize performance by integrating operational planning and execution across the enterprise
The core of Planview Enterprise is Enterprise Portfolio Management (EPM), a comprehensive enterprise operational planning and execution system. This platform empowers you to collaborate on and codify your operational plan, driving strategic priorities through project execution, enabling you to efficiently allocate and dynamically manage money and resources. You are able to make better investment decisions to effectively drive revenue, cut costs, and mitigate risk, by synchronizing top-down planning with bottom-up execution.
Enterprise Portfolio Management helps optimize your performance through eight key capabilities:
With Enterprise Portfolio Management, you can analyze and manage risks, prioritize strategies, and employ scenario planning to prepare for economic and business uncertainty.
Use Enterprise Portfolio Management to:
Enterprise Portfolio Management uses investment models within portfolios, making it simple for you to determine long-term plans based on strategic business objectives and priorities that are aligned with the organization. This enables you to:
Enterprise Portfolio Management helps you balance resources with business demands, ensuring that organizational capacities support your business strategies. With it, you can:
Enterprise Portfolio Management provides a single, centralized location where managers, employees, and stakeholders can:
Proper resource prioritization requires a disciplined process, an understanding of business goals, and the ability to balance demand from multiple sources. Enterprise Portfolio Management helps you balance portfolios to ensure that the most appropriate people are assigned to do the right work. By managing work with portfolios, you can
With Enterprise Portfolio Management, you can scope, schedule, and execute work, and manage projects more effectively. It gives you the ability to:
Enterprise Portfolio Management allows financial and operating groups to work together to create better financial plans, track the costs of projects, products and assets, and ultimately understand the total cost of delivering value. The comprehensive, integrated system provides financial planning to budget and forecast planned costs and benefits, cost management to understand the planned and actual costs across both labor and capital, and a financial interoperability platform to integrate with your organization's financial systems. This allows users to:
With Enterprise Portfolio Management, you have the tools to identify project requirements and manage the scope of work. Risks are known and changes are minimized. The result: more visibility into how your project can stay on track and deliver real business value. With this functionality, you can:
Analytics and Reporting Portal
The Analytics and Reporting Portal is a unified environment that brings together all of Planview Enterprise's powerful reporting capabilities including Insight Analytics, Charts and Dashboards, and Business Objects. This provides people across the organization access to information that is relevant to them while driving better business decisions. The portal provides the following features to improve accessibility and visibility into portfolio management reporting and enhance corporate collaboration:
Transfer Project Data with the Add-In for Microsoft Project
Extend the business rules of portfolio planning in Planview Enterprise to Microsoft Project. This bidirectional add-in provides a user-friendly approach that gives access to Planview Enterprise projects and resources directly from Microsoft Project.
Providing an add-in toolbar interface to Project, it allows users to interact with Planview Enterprise without leaving the Microsoft application; any changes made in Project are instantly reflected in Planview Enterprise, so that portfolio planners and project managers know the true state of all their programs and projects.