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Advance strategic, capital, and investment financial planning View

Advance strategic, capital, and investment financial planning

Advance strategic, capital, and investment financial planning

Gain a complete understanding of project investment to value realization within capital and expense constraints. Planview Enterprise connects financials from strategy to investments to detailed budget, actuals, and forecast.

  • Strategy Investment

    Whether creating a top down strategic plan or bottoms up project plans, balance the portfolio across growth, innovation, digital transformation, and keep-the-lights-on.

  • Capital Planning

    Plan and manage capital investment project portfolios from business case to execution, optimizing capital spend over shifts, delays, or new opportunities.

  • Budget, Actuals, and Forecast

    Effectively manage your project portfolio budget with actuals and forecasts.

Plan and manage CAPEX and OPEX View

Plan and manage CAPEX and OPEX

Plan and manage CAPEX and OPEX

Robust financial capabilities in Planview Enterprise enable project budgeting, forecasting, and tracking actuals for capital and expense.

  • Financial Analysis

    Standard and ad hoc visualizations, project and portfolio financial columns, and in-application pivoting provide a variety of methods to enable project managers, portfolio managers, and IT finance managers to assess financial health and balance across portfolios.

  • Integrated CAPEX and OPEX

    Plan and monitor capital and expense from project schedules and templates that comply with financial reporting policies.

  • Rate Cards

    Calculate financials based on planned and actual effort with rate cards that support simple to complex costing methods.

Manage the TCO of applications, services, and products View

Manage the TCO of applications, services, and products

Manage the TCO of applications, services, and products

Access actual spend, budget, and forecast data for your IT portfolio with consolidated real-time financials. Planview Enterprise helps you track portfolio performance from initial investment, benefits, and TCO of applications, services, assets, and products.

  • Investment Financial Performance

    Track financials, budgets and KPIs for projects creating, enhancing, or retiring an application, service, or product.

  • Application, Services, and Products TCO

    Understand the TCO of managing an application, service, or product and investment for application rationalization and effective product management.

  • Integration

    Easy data management with Excel import/export. Integrations available with other financial sources to support an integrated financial process.

Expand your IT financial management knowledge

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See Our IT Project Portfolio Management Software in Action

Watch Demo: See Our IT Project Portfolio Management Software in Action