Translate strategy into results

with Planview® Portfolios (formerly Planview Enterprise One)

Planview Portfolios enables enterprises to accelerate strategic execution by integrating business and technology planning, optimizing all resources, and delivering breakthrough products, services, and customer experiences to achieve maximum business performance.

Planview Portfolios is a foundational element in four Planview solutions for large enterprises

  • Strategic Portfolio Management

    Empowers executives, transformation and strategy leaders, finance, and EPMOs to drive business outcomes across multiple functions, create dynamic plans to adapt with change, and accelerate on-strategy delivery.
  • Project Portfolio Management

    Helps PMOs optimize program and project portfolios, balance capacity against demand, prioritize work, focus resources, and empower teams to deliver work that drives value to the business.
  • Enterprise Agile Planning

    Empowers executives, software development, Agile and transformation leaders to embrace new ways of working, connect strategic plans and funding to Agile delivery, and scale Agile on their terms and timeline.
  • Product Portfolio Management

    Empowers R&D leaders and product organizations to prioritize high-value products, identify risks and opportunities, optimize resource capacity – balancing the product mix to achieve target revenue and profitability.

Planview Portfolios features

  • Translate strategy into delivery across the enterprise. Connect investments, outcomes, capabilities, milestones, technology, and financials to achieve strategic goals.

    • Strategic Alignment

      Realize strategic outcomes. Translate high-level missions and objectives into specific investments necessary to achieve objectives across departments and geographies.

    • Objectives & Key Results (OKRs)

      Connect and align strategy to key organizational goals and objectives. Measure what matters and orient your business around outcomes and enable teams to focus on results rather than deliverables, realizing value faster.

    • Roadmapping

      Build roadmaps that connect strategy, programs, products, projects, epics and technology. Keep the organization aligned to ensure the delivery of products, technology and applications.

    • Investment Prioritization

      Rank and analyze investments by business drivers and use what-if scenarios to compare options. Create an optimized portfolio to drive strategic success.

    • Financial Planning

      Set financial targets for your portfolios. Manage to them with capabilities for budgeting, forecasting, and tracking costs and benefits.

  • Optimize portfolios to ensure outcomes. Balance people, costs and work; adapt plans with change; visualize relationships between strategies, capabilities, apps, programs, projects.

    • Product & Program Funding

      Support incremental funding at multiple levels for enterprise strategic initiatives: organizational programs and projects, products, epics and features. Visualize impact of funding changes on desired business outcomes.

    • Demand Management

      Collect and evaluate demand across the enterprise from unstructured ideas to formal program and project requests, all in one place. Evaluate requests to leverage your limited resources in the best way possible.

    • Capacity Planning

      Make the right tradeoffs to optimize people and money. Continuous investment and capacity planning support maximizes your resources for strategic outcomes.

    • Scenario Planning

      Create and compare scenarios to evaluate alternative prioritization, staffing, and timing options to achieve portfolio objectives. Visualize impacts of multiple scenarios on overall strategies, capabilities, and products.

    • Program Management

      Plan and manage programs to deliver cross-functional change. Lay out timelines, set milestones, plan costs and capacity, mitigate risk, and manage dependencies.

    • Agile Team Planning

      Connect Agile team planning with strategic and portfolio planning, ensuring delivery is integrated across demand, capacity, and financials tied to strategic initiatives.

    • Forecast and Actuals

      Forecast costs and track actuals against the budget within and across portfolios. Balance your portfolio for capital and expense constraints.

  • Manage and deliver all types of work, from traditional projects to agile epics. Plan activities, track costs, and balance teams and resources.

    • Resource Management

      Get the most effective use of your resources. A scalable user experience ensures everyone is working on the right priorities to deliver the right outcomes.

    • Project Planning & Management

      Ensure on-time, on-budget project delivery. Schedules and milestones keep people and projects on course for maximum impact; dashboards give performance insight.

    • Hybrid Work Delivery

      Support team delivery and project team collaboration, no matter how the work is done. Embrace hybrid ways of working and offer teams the right work experience and delivery tools – Lean-Agile, collaborative, or waterfall.

    • Process Automation & Workflows

      Define, manage, and automate processes for proposing, planning and delivering projects, program, and products. Gain efficiency by eliminating manual and duplicate information entry.

    • Time Reporting

      Know how your people spend their time. Timesheets capture project and non-project work quickly on desktop and mobile.

    • Costs and Actuals

      See planned and actual financials of projects and programs. Make sure things are on track to deliver on-budget, and head off issues before they affect the plan.

    • Agile Costing

      Automatic capture of Agile team activity, translated into cost and capitalization. Roll-up work status and progress into a consolidated, fully auditable record of actual Agile costs.

  • Make informed decisions every step of the way. Provide executive-level performance visibility and governance.

    • Portfolio Reporting & Visualizations

      More than 200 out-of-the-box reports and visualizations for a comprehensive view of the portfolio, program, product, and project landscape.

    • Dashboard Analytics

      Provide high-level visibility into the state of your portfolios with interactive and easy to consume dashboards. View performance spanning strategy, programs, projects, products, applications, technologies, and resources.

    • Analytics & Reporting

      Understand performance and investigate issues with reports and analytics that are easily accessed and shared via fully embedded Microsoft Power BI in ribbons and tiles. Make data-driven decisions and quickly take action.

Take a product tour


See how Planview Portfolios can help you translate strategy into results in this on-demand demo.

Take Product Tour See Planview Portfolios in action • Contact

Planview delivers award-winning products


Planview PPM Pro

Planview PPM Pro

Planview PPM Pro

Planview Portfolios
(formerly Planview Enterprise One)

Planview Portfolios
(formerly Planview Enterprise One)

Planview Portfolios
(formerly Planview Enterprise One)

Planview AgilePlace
(formerly Planview LeanKit)

Planview AgilePlace
(formerly Planview LeanKit)

Planview PPM Pro

Planview PPM Pro

Planview PPM Pro

Planview Portfolios
(formerly Planview Enterprise One)

Planview Portfolios
(formerly Planview Enterprise One)

Planview Portfolios
(formerly Planview Enterprise One)

Planview AgilePlace
(formerly Planview LeanKit)

Planview AgilePlace
(formerly Planview LeanKit)

Connect Planview Portfolios with the applications you already use

  • • sap
  • • NetSuite
  • • Oracle ERP
  • • SalesForce
  • • Kronos
  • • Workday
  • • ServiceNow
  • • Apptio
  • • Sailpoint
  • • oracle
  • • Atlassian
  • • Microsoft
More Integrations

Hear what our customers say about Planview Portfolios

Customer Case Study

Corning

“We took 12 divisions with over 70 locations, each with their own processes and excel spreadsheets, and combined them into one capital portfolio in Planview Portfolios (formerly Planview Enterprise One). This now gives Corning visibility into the costs as well as the benefits…which projects are actively being worked on and how they are progressing in our capital stage gate process.”
Heidi Pike Capital Systems Manager
Corning
Customer Case Study

Santander

“Planview Portfolios (formerly Planview Enterprise One) is helping us to have a more structured process for planning and investment in capacity management for decisions. Now, we have information that is visible and helps to have more certainty that the decisions made are the right decisions. It’s helping us to be more on the right side of the decision or have more confidence in the decision that is made.”
Joaquim Cols Sabata Director of Operations
Santander
Read case study • Santander
Customer Case Study

Natwest

“While transformation is largely dependent on culture and behavior, it also requires the right people, process, and tools. Planview enables NatWest (formerly RBS) to maintain a controlled environment and provide transparency of delivery across our Agile teams. At the same time, we are able to track the main-level financial data, outcomes, and business cases, and ultimately the delivery of value throughout our business domains (value streams). You don’t go from one end of the Agile journey in one go. It’s a transition, step by step, and Planview is helping us get there.”
Steve Marjot Head of Change Centre of Excellence
Natwest
Read case study • Natwest
Customer Case Study

Nationwide

“Having seen our flow of work, productivity, and enjoyment of getting the right outcomes grow, we will continue to explore more ways to utilize Planview.”
Caterina Notarbartolo Senior Methods & Tools Architect
Nationwide
Read case study • Nationwide
Browse Product Reviews and Case Studies

Planview keeps your data private and secure

  • 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.

Planview Portfolios compliance and certifications

  • Skyhigh Enterprise-Ready

    The Skyhigh CloudTrust Rating shortens the evaluation process from weeks to hours, offering an objective, holistic assessment of Planview Portfolios’ (formerly Planview Enterprise One) security capabilities and enterprise readiness.
  • AICPA certified

    This cloud security audit verifies for customers that Planview Portfolios (formerly Planview Enterprise One) Enterprise One meets tough requirements for security, availability, confidentiality, and privacy.
  • TOGAF 9

    Planview Portfolios (formerly Planview Enterprise One) is TOGAF 9 certified, an indication that it provides an approach for designing, planning, implementing, and governing an enterprise information technology architecture.
Visit the Planview Trust and Security Center