with Planview^® Advisor software

Generate business case valuations with calculations tailored to your methods, bolstered by descriptions of product attributes, competitors, and market situations.

• 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 initiative risk, opportunity, cost, schedule, partnerships and more 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 product data.

• Variance Analysis

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

Communicate R&D 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 R&D 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 products against strategic objectives to strengthen the portfolio’s resilience to risk and uncertainty over time.

• Capture Forecast Uncertainty

  Explicitly capture the technical, market, and competitive 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 R&D portfolio risk through sensitivity analysis and tornado diagrams.

• Risk Aggregation

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

• 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 hypothetical disruptions on your overall portfolio to uncover the greatest value.

• Flexible Scenarios

  Create multiple development and market scenarios for each product 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 revenue shortfalls, cost overruns, and delays on R&D portfolio value.

• Portfolio Waterfalls

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

• Forward-looking Planning

  Layer in partnership deals, acquisitions, potential products, and/or in-market products 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 on a product-by-product basis 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.