Planview platform for connected work

Plan, replan, and prioritize more effectively with centralized, real-time data and advanced scenario planning. Optimize portfolios, value streams, and products to ensure the best outcomes.

• Portfolio & Product Funding

  Drive a culture focused on outcomes by funding portfolios, products, or value streams rather than specific project or program investments.

• Financial Planning & Management

  Support the forecasting of costs and revenue to build a financial plan and baseline a budget. Use the plan to estimate and track the expected risk and benefits of a given investment, whether it is a project, product, portfolio, value stream, or strategy.

• Capacity Planning

  Get a full picture of your organization’s capacity versus demand, with full visibility into your team and resource availability, so that you can better plan and optimize delivery across the enterprise.

• Priorization & Scenario Planning

  Create and compare scenarios to evaluate priorities, resources, and timing to achieve portfolio objectives. Visualize impacts of multiple scenarios on prioritization across portfolios, value streams, products, programs, and projects.

• Teams of Teams Planning

  Do Program Increment (PI) Planning or Quarterly Planning to plan, coordinate, and deliver work across multiple teams leveraging visual Kanban boards to manage, track, and connect work.

Visualize, connect, and manage any type of work, deliverables, or value as it flows throughout your organization and teams.

• Hybrid Work Management

  Support team delivery and project team collaboration, no matter how the work is done. Embrace hybrid ways of working and allows teams to do their best work regardless of delivery tool or methodology – Agile, collaborative, or waterfall.

• Work Connectivity

  Confidently connect your teams regardless of tool or methodology by utilizing one of the 60+ pre-built, no-code integrations available.

• Cross-team Work Collaboration

  Leverage highly-visial digital Kanban boards to connect teams and work. Easily facilitate collaboration to plan, organize, and prioritize upcoming work, execute in-progress work, and deliver value.

• Resource Management

  Get the most effective use of your resource by ensuring everyone is working on the right priorities to deliver the right outcomes.

Leverage real-time, actionable insights to drive alignment and deliver the best business outcomes possible.

• Real-time Reporting & Analytics

  Use built-in metrics or create custom dashboards to assess team performance, make sound strategic decisions, measure and communicate progress, track and balance financials, or understand delivery issues with high-impact visualizations.

• Objectives and Key Results (OKRs)

  Foster an outcome-based approach to strategy and delivery alignment by establishing a clear line of sight into strategic priorities, keeping the portfolio to the teams focused on shared goals.

• Digital Product Insights Dashboard

  Connect software delivery to business outcomes with visibility across the lifecycle of your strategy – from planning to delivery to business impact. Use proactive and predictive value stream management insights to pivot plans and drive on-time delivery.

• Generative AI Assistant

  Empower every employee from the team room to the board room with access, connection, and unprecedented visibility into your organization’s unique data intelligence. Easily converse and question your data using natural language to glean insights, derive recommendations and facilitation work-oriented actions.

• Value Stream Analytics

  Use Flow Metrics to go beyond conventional metrics with insights into what needs to change. Understand the root cause of current of value stream performance, at both a macro and micro level.

• Planview Copilot

  Planview Copilot empowers employees from the team room to the board room with access, connection, and visibility into your organization’s data and the insights hidden within. Converse with and question your data using natural language to glean insights, derive recommendations based on best practices, and inform strategic decisions.

• AI Help

  Unlock assistance on-demand with AI Help. Transform your Planview Platform experience with the AI Help in-app interface, providing plain text answers to your questions. Access thousands of pages of customer success center help articles and other product- or solution-specific documentation without ever leaving your screen.

• Sentiment Analysis

  Understand whether a product, project, or work item is truly on track by analyzing the emotional tone and sentiments of comment and status text as well as computational linguistics behind aggregated comments over time. Use the sentiment scores to reveal positive, neutral, or negative insights and make plan or work pivots before delivery is impacted.

• Summarizers

  Increase efficiency and productivity across your teams. Turn daily and weekly reporting chores into auto-generated insights. Use AI summarizers to save time, enhance knowledge, and provide actionable information by summarizing risks, issues, and work in progress, and even building release notes with the click of a button.

• Optimizations & Simulations

  Unlock scenario planning and dive into a realm of ‘what-if’ scenarios and trade-off analyses. Explore multiple avenues to pinpoint the most efficient and effective allocation of your capital and capacity for peak performance and strategic success.