Smarter prioritization.
Better portfolio decisions.
Turn enterprise-wide demand into clear, data-backed prioritization decisions with AI-driven insights and real-time portfolio intelligence.
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How top-performing organizations prioritize smarter with Planview
Step 1:
Establish Evaluation Criteria for Prioritizing Investments
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Define value based on business goals. Planview evaluates every initiative with AI-driven metrics for financial impact, strategic alignment, and customer value—keeping prioritization aligned and data-driven.
Step 2:
Capture Demand and Quantify Investment Value
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Collect the right demand data so initiatives can be evaluated quickly. Planview uses consistent value and investment criteria, with AI delivering objective guidance to keep prioritization fast and consistent.
Step 3:
Score and Rank Initiatives Using Real-Time Portfolio Data
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Use standardized scoring tied to business outcomes. Planview applies weighted scores, budgets, and timelines, with AI helping leaders rank initiatives and direct funding to high-impact work.
Step 4:
Set Realistic Investment, Capacity, and Performance Targets
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Establish clear portfolio objectives and value drivers. Planview aligns them to budget, capacity, and risk, while AI transforms portfolio data into decision-ready investment and delivery targets.
Step 5:
Make Priorities and Planning Visible So Teams Stay Aligned
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Keep portfolio priorities visible so teams stay aligned. Planview connects timelines, dependencies, and delivery data, while AI highlights risks and changes so leaders can adjust in real time.
NEW WEBINAR
Smart Prioritization: Your 5-Step Blueprint to a High-Impact Portfolio
In this webinar, Planview’s Erik Peterson and Allen Partin will walk through five essential steps to smarter portfolio prioritization, and how to build a portfolio plan that adapts in real time, delivers measurable impact, and is accelerated by AI.
Date
Time
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Take a solution tour
Explore how Planview brings all your portfolio data together to power smarter, faster investment decisions.
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Define the Right Criteria for Smart Demand Intake Decisions
Use card scoring to visually and relatively rank work on what drives the greatest value and matters most to you and your teams. -
Capture Demand and Quantify Investment Value
Capture work and manage its progress across the demand pipeline with strategic demand management capabilities. -
Score and Rank Initiatives Using Real-Time Portfolio Data
Centralize incoming demand and apply live portfolio data to objectively score and prioritize the initiatives with the greatest business impact. -
Set Realistic Investment, Capacity, and Performance Targets
Define objectives and outcomes for each portfolio and identify qualitative and quantitative value drivers. -
Make Priorities and Planning Visible So Teams Stay Aligned
Visualize your portfolio plan and prioritization rationale while managing timelines and dependencies to keep work flowing smoothly. -
Guide Smarter Decisions With Real-Time Insights From Planview’s Generative AI Assistant
Ask questions in plain language and surface the insights that matter most — from funding trade-offs to delivery risks — so you can prioritize the right work with confidence.
What customers say about Planview
“Planview helps us turn strategy into project outcomes. Because every single project is captured, maintained and updated, we have a fantastic overview of where we stand.”
Sebastian Büchle, PMO Lead & PPM Platform Owner at Endress+Hauser
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“Before we started using Planview and had access to data about what was happening, we couldn’t confidently say when work would be completed. Now, we can see exactly where the pinch points and resource constraints are, helping us make better trade-off decisions.”
Allie Gee, Enterprise Portfolio Manager at Dow Chemical
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See Planview in action
Watch the on-demand demo to see how Planview helps you prioritize product portfolios with confidence. With Planview, you can:
- Dynamically prioritize products and initiatives
- Align priorities with resource capacity and investment plans
- Create shared clarity across teams
- Execute top priorities efficiently
Explore more
Case Study
Learn how H.B Fuller found success using Product Portfolio Management and watch an on-demand demo of the solution.
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Case Study
Learn how Canadian Tire found success using Strategic Portfolio Management and watch an on-demand demo of the solution.
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Case Study
FedEx connects people and possibilities through their worldwide portfolio of shipping, transportation, e-commerce and digital supply chain services.
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Template
Maximize value and minimize risk with our strategic framework
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eBook
How to move from reactive chaos to strategic clarity
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Webinar
Discover how to track initiative progression, understand portfolio status instantly, and make smarter prioritization decisions that deliver the greatest impact on strategy and ROI.
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See Planview in action
Browse our library of on-demand demos and free trials and see how Planview can help you drive the work that matters most.
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Contact us
We’re here to answer your questions and help you take the next step. Reach out and let us know how we can help.
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