Maximize Portfolio Value

with Planview® Advisor software

Planview Advisor enables portfolio leaders to connect strategy and performance to optimize return on investment during even the most uncertain times.

Planview Advisor provides a comprehensive view of your complex portfolio’s health, including uncertainty, trade-offs, and opportunity costs to help organizations overcome:

  • Inconsistent valuation standards to determine which investments to fund, adjust, or abandon
  • Inadequate approach to consider comprehensive cost, timing, and value impacts on portfolio performance​
  • Inability to incorporate uncertainty into both short-term and long-term forecasts
  • Ineffective portfolio prioritization based on inaccurate and incomplete investment analysis
  • Delayed decision-making; leaving low-value initiatives in the portfolio mix for too long
  • Failure to consider alternative scenarios for new investments, or underinvestment in new or innovative initiatives

Turn uncertainty into opportunity with Planview Advisor

How you allocate investments within your portfolio has a sizeable impact on overall company performance. To successfully balance strategic investments between long-term and short-term opportunities, portfolio leaders must evaluate risk across various assumptions, scenarios, and interdependencies. Planview Advisor enables comprehensive valuation while incorporating uncertainty to inform big bets and deliver on the strategic goals of your organization.

  • Standardize valuation

    Consistent, comprehensive valuations allow apples-to-apples comparisons across initiatives.
  • Develop contingency plans

    Powerful what-if analysis enables you to prepare multiple investment and portfolio scenarios to plan responses to adverse events.
  • Optimize portfolio value

    Explore complex initiative and portfolio trade-offs with real-time strategic scenario planning.
  • Actively manage risk

    Leverage powerful simulation tools to select the best mix of risk and reward for your organization.
  • Make real-time decisions

    Best-in-class reporting uses the latest data to communicate portfolio status, variance, and forecasts with real-time visual exploration.

Planview Advisor features

  • Ensure executives make decisions based on true business insights including cost, risk, and opportunity, enabling funding priorities to reflect corporate strategy.

    • Portfolio Prioritization

      Rank initiatives according to a wide range of flexible criteria that best match your business goals and objectives.

    • Portfolio Optimization

      Employ the built-in optimization engine to recommend which initiatives best meet competing sets of objectives without exceeding available funding.

    • Meeting-ready Analysis

      Advisor is designed to respond to real-time feedback from executives and drive decision-making in portfolio meetings.

    • Drill-down Support

      Stop creating back-up slides filled with meta data; Advisor’s drill-down capability offers quick access to all data to respond to in-meeting questions.

  • Generate business case valuations with calculations tailored to your methods, bolstered by a complete set of categorical, cost, schedule, risk, and value data.

    • Powerful Analytics

      Leave Excel behind with multi-dimensional array analytics and built-in simulation, tailored to the way you value products within your business.

    • Comprehensive Valuations

      Assess all the factors that drive your business decisions before you make critical strategic investment decisions.

    • Workflow Management

      Optional workflow management assures that data is approved before going live to the portfolio.

    • Audit History

      Advisor’s publication feature tracks who changed what when, allowing you a full audit trail of changes to initiative data.

    • Variance Analysis

      Built-in variance analysis lets you compare current thinking with alternative scenarios or historical data.

  • Communicate portfolio status, variance, and forecast with real-time visual exploration and reporting to leaders and stakeholders.

    • Portfolio-focused Visualizations

      Go beyond bars and bubbles to support your decision-making with bullseye, flag, treemap, waterfall, and brick charts.

    • Automated Reporting

      Eliminate spreadsheets and time-consuming manual processes. Get configurable portfolio review and out-of-the-box reports.

    • Saved Views

      Save your go-to visualizations for yourself, share with others, or make them available to everyone.

    • On-the-fly Dashboard Creation

      Configure dashboards to answer your critical portfolio questions in a single view to expedite executive decisions.

    • One-click Exports

      Export entire PowerPoint presentations in a single click, or individual visualizations as images or PDFs.

  • Efficiently determine long-range planning of funded initiatives against strategic objectives to strengthen the portfolio’s resilience to risk and uncertainty over time.

    • Capture Forecast Uncertainty

      Explicitly capture the cost, schedule, and value risks of each product by building uncertainty into the genesis of your forecasts.

    • Monte Carlo Simulation

      Fully understand the impact of uncertainty on the entire portfolio through embedded Monte Carlo and other simulation techniques.

    • Sensitivity Analysis

      Understand the key drivers of portfolio risk through sensitivity analysis and tornado diagrams.

    • Risk Aggregation

      Understand how individual risks impact the entire portfolio, including dependencies across all initiatives.

    • Broad Probabilistic Support

      Advisor supports dozens of common probability distributions, ensuring your data can be forecasted the way you need it.

  • Effectively visualize the impact of both real and potential disruptions on your overall portfolio to uncover the greatest value.

    • Flexible Scenarios

      Create multiple development and value scenarios for each initiative to understand which combinations work best within your portfolio.

    • Portfolio Trade-offs

      Create alternative portfolios with built-in tools, visualize trade-offs, and select which portfolio best meets your organization’s objectives.

    • Portfolio What-if Analysis

      Effectively visualize the impact of value reductions, cost overruns, and delays on portfolio value.

    • Portfolio Waterfalls

      Dive deep into the differences among portfolio scenarios, highlighting which investments drive the greatest differences in value.

    • Forward-looking Planning

      Layer in existing initiatives, future projects, and potential investments such as partnerships or acquisitions to develop a complete picture of your organization’s future.

  • Seamless integrations provide an easy and secure pathway to connect to your internal spreadsheets, databases, and applications for a single source of truth.

    • Excel Uploads

      Upload data for individual initiatives from your existing Excel spreadsheets, or from a single spreadsheet containing data about your entire portfolio.

    • Data Shuttle

      Based on inputs you select, quickly generate Excel files that can be used to export and import data.

    • CSV Imports and Exports

      Leverage CSV files to provide secure, simple data transfer both to and from your internal data repositories.

    • RESTful Services

      Built-in secure pathway to connect to your internal databases and applications.

Planview Advisor provides comprehensive business case valuation, strategic decision-making, and scenario analysis for portfolios of real investments

  • Product Development

    Allows R&D organizations to identify underperforming projects, shift funding to products that will drive value, and balance short- and long-term strategic objectives across the portfolio.
  • Capital Expenditures

    Empowers Finance leaders to incorporate multi-year costs and long-term benefits of capital projects to optimize performance within available budget levels.
  • Marketing Investments

    Enables Marketing strategy leaders to prioritize high-value campaigns across product categories, geographies, and time, driving the most impactful business outcomes to maximize investment ROI.
  • Oil & Gas

    Combines comprehensive asset valuations, external impacts, and powerful visualizations to optimize portfolios of upstream, low-carbon, CapEx, and/or environmental remediation initiatives.
  • Life Sciences

    Unlocks the value of Pharma, Biotech, and MedTech R&D portfolios by incorporating technical and regulatory risk, loss of exclusivity, and multiple development scenarios to inform better portfolio management and drive effective decision-making.
  • Automotive

    Provides advanced data analytics and scenario planning to help Automotive leaders reduce risk, accelerate innovation, cut costs, and align investments with market demands.
Planview Advisor Dashboard

Take a product tour

See how Planview Advisor can help you understand your portfolio and make clear its potential in this on-demand demo.

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Hear what our customers say about Planview Advisor

Top 10 Pharmaceuticals Company

“Planview Advisor has brought a positive cultural change to the organization. We have much more discipline, quality, and accountability for our governance and portfolio reviews, and more engagement from the people involved.”



Portfolio Data Science Manager

Read case study • Top 10 Pharmaceuticals Company

Multinational Pharmaceutical and Biotechnology Company

“Our previous solution was so backward-looking. Planview Advisor was forward-looking, giving us deep insights into where we could go and needed to be, rather than just where we had been up until now.”



Reduction in lead time for governance and portfolio review preparation period.

Global Life Sciences Company


Reduction in time to configure financial and market analytics for the entire portfolio.

Top 10 Pharmaceutical Company

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  • Security

    Planview adopts a culture of security and holds confidentiality of customer information as its highest priority.
  • Compliance

    Planview adheres to stringent standards and regulations and undergoes independent validation of compliance.
  • Privacy

    Planview’s commitment to privacy extends to every facet of the organization to ensure customer data is managed with the utmost of care.
  • Reliability

    Planview® SaaS solutions are built on highly available, performant infrastructure to deliver our world class product line whenever it’s needed.
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