Financial ManagementWatch Demo
Increase the ROI on Project Spend
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.
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.
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
Robust financial capabilities in Planview Enterprise enable project budgeting, forecasting, and tracking actuals for capital and expense.
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 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.
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
Access actual spend, budget, and forecast data for your 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.
Easy data management with Excel import/export. Integrations available with other financial sources to support an integrated financial process.
Expand your financial management knowledge
with whitepapers, webcasts, analyst reports, and more.