EPMO

Run the portfolio. Shape what’s next.

Planview is the platform for portfolio execution and outcomes. It sits above the systems the enterprise delivers in, bringing every program, investment, and capacity plan into one connected portfolio model. So the EPMO can see risk and dependencies before they cascade, free capacity from low-value work, and shape what comes next.

Watch Demo Shape what’s next. See how.

Trusted by 3,000+ of the world’s leading enterprises

  • NatWest
  • Fannie Mae
  • JPMorgan Chase
  • HSBC
  • Procter and Gamble
  • Unilever
  • IKEA
  • Conagra
  • IBM
  • Dell
  • Volvo
  • Dow
  • Siemens
  • Fluor
  • Jaguar
  • DHL
  • Cargill
  • UPS
  • BlueCross BlueShield
  • Abbott
  • Novartis
  • AbbVie
  • Sanofi
  • Thermo Fisher
  • ExxonMobil
  • Chevron
  • Nationwide
  • MetLife
  • Allianz
  • Zurich

The enterprise PMO has a prediction problem

The executive team is asking for forward-looking scenarios. The EPMO is still assembling an accurate picture of the present, with capacity and performance data scattered across execution tools and roll-ups built in spreadsheets and slides. The team that should be shaping what’s next is still explaining last week, with data that is already stale.

The Planview Platform was built to fix this. It sits above the project, engineering, ERP, and financial systems where the work happens, connecting that execution to one live portfolio model. So the EPMO walks into the executive review with a current picture backed by data, risks and dependencies surfaced, and the next move framed.

Predict, don’t report. Model the alternatives. Shape what’s next.

Témoignages clients

Faster delivery. Fewer surprises. Proof from the organizations that have it.

Canadian Tire store exterior

40+ programs in 6 months

Cognizant, a 340,000-employee global services firm, brought over 40 programs under standardized, automated governance in six months.

Read Customer Story

“Planview PPM gives us end-to-end visibility, accelerates our time to market, and readies us for all the investment scrutiny we need going forward.”

Estela Lauricella-Thota

Senior Director, Technology Transformation and Head of EPMO, Cognizant

Read Customer Story

Seven signs you have a prediction problem

  1. 1

    Leadership asks where the next investment should land and the EPMO can only show where the last one did.

  2. 2

    Every portfolio review opens with debate over whose numbers are right, not what to do about them.

  3. 3

    Teams commit capacity and the EPMO finds out later.

  4. 4

    Strategy shifts in a week and the portfolio takes a quarter to follow.

  5. 5

    Risk surfaces in the slip, after the dependency has already cascaded.

  6. 6

    Senior PMO talent is producing status reports when they need to be modeling what’s next.

  7. 7

    The board asks for the portfolio narrative and the EPMO has a variance report.

The EPMO that can model what’s next earns a seat at the strategy table. The one that can’t keeps reporting. Watch an on-demand demo and see what the first one looks like.

Un leadership démontré de longue date

The analysts who define the VSM and portfolio management categories name us a Leader, year after year

Plus de 3 000

des clients dans le monde entier

3.1M

utilisateurs de la plateforme Planview

45%

de la société fiduciaire Fortune 100 Planview

Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s Research & Advisory organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and MAGIC QUADRANT is a registered trademark of Gartner, Inc. and/or its affiliates and are used herein with permission. All rights reserved.

Examens par les pairs

DÉMO À LA DEMANDE

Explore the portfolio model leadership trusts

See how Planview connects every program, capacity plan, and investment in one live model — so the EPMO arrives at the executive review with the next move framed, not the last cycle explained.

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How to Adapt to Changing Business Needs... Better whitepaper

How Planview helps

Your Challenge

  • Numbers don’t tie
  • Capacity stuck in spreadsheets
  • Status consumes the cycle
  • Risk and dependencies unseen
  • AI on the bench
  • Outputs without outcomes

Le problème

Project, program, and portfolio data is inconsistent across business units and tools, so every report opens with caveats.

What it costs you

  • Every executive review starts with debate about whose numbers are right.
  • The PMO ends up reconciling data instead of guiding decisions.
  • Decisions get delayed waiting for the data to reconcile.

Planview delivers

  • 60+ pre-built integrations: One connected model pulling from every team’s tools.
  • Methodology flexibility (agile, waterfall, hybrid): A single governance layer across mixed delivery approaches.
  • Executive reporting with leading and lagging indicators: Numbers leadership can defend, every cycle.

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The right solution for every type of strategic bet

See how Planview supports your function

Gestion stratégique de portefeuilles

Reprioritize investment at the speed the market moves, keep capacity and AI aligned to approved strategy, and prove the outcome of every bet at the portfolio level.

Développement de nouveaux produits

Prioritize the right bets, coordinate engineering, supply, and regulatory on one plan, and get the right products to market faster — with every R&D investment tied to the revenue it returned.

Livraison de produits logiciels

Re-sequence software investment when strategy shifts, pull every team and toolchain onto one delivery signal, and prove what engineering delivered, including the AI bets.

Questions fréquentes


Prep time collapses when the executive view is a refresh, not a rebuild. When status, capacity, financials, and outcome data feed one live model, the EPMO pulls the view the morning of the meeting and the numbers match what teams are running on, instead of three days of data pulls, two days of reconciliation, and slide assembly the night before.

Planview provides that live portfolio model and surfaces leading indicators alongside lagging results, so the conversation moves from explaining variance to deciding what to do about it.

Read the Cognizant story

One standard holds when governance lives above method choice, not inside each tool. Every methodology — agile, waterfall, hybrid — runs in its own system with its own data model, so the standard has to be a common layer of flow metrics, OKR roll-up, and outcome tracing that applies regardless of how a team delivers. Otherwise governance becomes a negotiation with each delivery group and comparable health metrics stay impossible to produce.

Planview gives the EPMO that common layer across every methodology and the mixes in between, so the standard is enforced through the model, not negotiated through meetings.

Read the Cognizant story

Most EPMOs produce reports. Reports describe what happened; strategy is what happens next. The shift from reporting to decision-making means arriving at the executive review with the next move framed — which programs to advance, which capacity to redeploy, which trade-offs hold up under scrutiny — instead of explaining last cycle.

Planview moves the EPMO to forward-looking decision support, with one-click scenario modeling, what-if reallocation across the portfolio, and AI-surfaced risk before it becomes variance.

NatWest used Planview to take more than 400 active initiatives down to fewer than 50, with every remaining initiative tied directly to a corporate OKR.

Read the NatWest story

Proving ROI means tracing every program to the business outcome it was meant to produce, with benefits measured against the original business case. The EPMO walks into each funding cycle with last cycle’s outcomes documented — what got promised, what got delivered, what got returned — so the conversation about next-cycle funding lands on evidence, not narrative.

Planview provides that traceability with investment-to-outcome tracking, OKR cascade, and benefits realization against the original case.

NatWest connected 4,000+ projects across 400+ multi-year programs to strategic outcomes through OKRs, shifting 30% of portfolio drive from delivery activity to outcome evidence.

Read the NatWest story

Unifying without replacing means sitting above the tools, not swapping them out. Teams keep working in Jira, ADO, ServiceNow, ERP, and financial planning, while a connected model of strategy, funding, capacity, and outcomes reads from those systems, so leadership gets one view without a rip-and-replace.

Planview provides that model with 60+ live integrations. UPS uses Planview to align decision-making, funding, and capacity planning across global portfolios at one of the world’s largest logistics enterprises, not by ripping out what each team runs on, but by giving leadership one connected view.

Read the UPS story

Speed comes from connecting what’s already running rather than replacing it. When the portfolio model reads from the tools the enterprise already uses, there’s no multi-year migration: the connected view goes live in the first cycle and value compounds from the first executive review forward.

Planview takes that approach, with no rip-and-replace and the connected portfolio model live in the first cycle.

Cognizant brought 40+ programs under standardized, automated governance in six months across a 340,000-employee global services firm.

Read the Cognizant story

AI agents fit best on the work that consumes PMO capacity — status assembly, data reconciliation, variance walkthroughs, slide drafting — governed like any other resource, with attributed cost and accountability to a human. What stays with the PMO is judgment, scenario modeling, executive partnership, and the strategic decisions the model makes possible. Agents handle the drudgery; the PMO frames the next move.

Planview’s agent resource management lets the EPMO employ AI agents with their full cost (compute and token spend) attributed to a specific program, so resource managers see the true cost of every capacity decision and every agent action stays accountable to a human decision-maker.

Gartner forecasts that 40% of enterprise applications will use task-specific AI agents by end of 2026, up from less than 5% in 2025. Deloitte’s Q4 2025 CFO Signals Survey finds 54% of CFOs prioritizing AI agent integration in 2026. Governing the blended workforce is the new portfolio job, and the EPMO sits where that governance has to land.

Read the announcement