Project Portfolio Management

Level-Up Your Projects and Portfolios

Planview’s project portfolio management solution enables project and portfolio leaders across the organization to prioritize, centralize, and standardize work to deliver business results efficiently and effectively.

Watch Demo Deliver business results. See how.

Why Planview?

Reprioritize quickly, improve productivity, and drive business value with Planview’s project portfolio management software

How confident are you to deliver on the right things? Planview’s project portfolio management software puts you in the driver seat to deliver results that matter by connecting projects, work, and resources in your department and across the organization. It brings visibility into demand, progress, financials, resources, and risk so you can plan, execute, and adapt to change now and for years to come.

Prioritize and focus on what matters most

Maximize business outcomes with real-time visibility to continuously plan, quickly reprioritize, and easily reallocate funding and resources to new or changing opportunities.

Increase operational efficiency to reduce costs and unlock capacity

Optimize workflows and resource utilization with the right mix of talent, teams, and execution methods while reducing manual efforts and taking corrective action sooner.

Accelerate strategic project and work delivery

Deliver more value by ensuring resource capacity supports committed plans, ensuring “just enough” governance, and building plans that address cross-project and staffing dependencies.

Planview’s project portfolio management solution helps overcome 6 common obstacles to success:

Committed plans do not account for resource capacity requirements

Project portfolio data is inaccurate nor readily available to make actionable decisions

Complex, rigid governance and approval processes slow down delivery

Productivity impacted by manual processes and too many status meetings

Inability to see resources gaps, dependencies, and bottlenecks as they emerge

Strategic projects delayed due to lack of a consistent, data-driven prioritization process

See Planview in action

Watch an on-demand demo and see how Planview’s project portfolio management solution can help you:

Set the right priorities
Align resources and time
Stay flexible enough to change
Get it done on-time, on-budget, and continuously drive value
Align to the results the business and customers care about

Watch Demo Deliver business results. See how.

Planview is a leader

You can count on Planview to drive project portfolio management innovation and deliver an exceptional solution. But don’t just take our word for it. See what industry analysts have to say.

Named a Leader in 2024 Gartner® Magic Quadrant™ for Adaptive Project Management and Reporting*

Get the report

Browse all analyst reports

Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s Research & Advisory organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and MAGIC QUADRANT is a registered trademark of Gartner, Inc. and/or its affiliates and are used herein with permission. All rights reserved.

Planview is a trusted technology partner

We’ve helped organizations like yours realize the benefits of project portfolio management. See how.

Learn how Planview is helping Horizon Power gain a single source of truth and boost efficiency.

Read case study

Learn how Planview is helping Southern Water embrace PPM best practices to grow and adapt to change.

Read case study

Learn how Planview is helping SITA gain 360-degree visibility and enhanced communication.

Read case study

Browse more case studies

Take a quick solution tour

The Planview Platform for Connected Work is the foundation for solutions spanning a breadth of use cases.

PORTFOLIO PLANNING AND PRIORITIZATION
Integrate strategy, planning, and delivery

Improve agility and drill down into planning and delivery with modern PPM and portfolio planning tools.
Learn more
Planview’s portfolio planning tools provide visibility and insights to improve performance, mitigate risk, and decrease waste.
- Portfolio analysis. Rank portfolios based on priorities and drivers. Analyze against financial and resource capacity time-phased budget or target. Understand impact of trade-off decisions on ability to drive outcomes.
- Portfolio planning and funding. Reprioritize regularly, reallocate funding, analyze trade-offs with continuous planning. Shift to a product-centric approach and use roadmaps for incremental funding.
- Visibility and streamlined governance. See the big picture with dashboards and analytics, enabling accountability and realization of outcomes with just enough governance.
- Roadmap visualization. Sync and communicate schedule, milestones, and financials of each application and capability to key information about associated programs and projects.
- Manage dependencies. Visualize dependencies across programs, projects, work, and applications – understand relationships and optimize delivery.
- Holistic view of performance. Provide high-level visibility into KPIs in an easy to consume view spanning strategy, programs, projects, resources, and work.
Back
SCENARIO ANALYSIS AND PROJECT PRIORITIZATION
Discover trends and potential solutions with portfolio analysis

Choose the highest value projects and work, understand impact, and model tradeoffs within financial and resource constraints.
Learn more
Take a top-down approach to ensure everyone is focused on the right work, at the right time. Prioritize the highest-value projects and determine what can realistically be completed based on resource capacity and budgets. Enable users to access and share real-time information and take action to keep the business running efficiently.
- High-level scoping. Define resource and financial needs quickly without a detailed project plan.
- Scoring. Gather scores throughout the project lifecycle for prioritization of the highest value work and requests.
- Prioritization. Drive ranking and prioritization using objective, repeatable methods to quantify investment value.
- Scenario planning and what-if analysis. Create and compare scenarios to evaluate the impact of new demand on in-flight projects. Evaluate multiple scenarios to identify the optimal mix of projects and work: Predict, plan, and re-plan portfolios when resource needs or availabilities change.
- Integrate with bottom-up plans. Refine plans based on bottom-up project and resource estimates and actuals.
- Share progress through executive dashboards. Provide executive-level visibility and insights into portfolio and project performance.
Back
PROJECT INTAKE AND DEMAND MANAGEMENT
Manage your demand pipeline against capacity

Capture project requests, new ideas, and project work. Use demand management software to score and prioritize approved work that brings the most value.
Learn more
Use demand management software to see new demand and route requests through a centralized intake process. Portfolio demand management allows you to prioritize and plan a portfolio you can deliver based on capacity.
- Leverage top-down planning to understand and prioritize demand. Streamline scoping so you can quickly evaluate demand and then adjust based on detailed estimates and actuals.
- Centralize demand management. Capture all types of demand – product ideas, project and work requests, emerging technology, and new epics and features – with the appropriate information for evaluation.
- Work intake management and demand pipeline management. Automate intake flow with gates to organize, evaluate, and define decision points. Make objective decisions about whether ideas can be killed, put on hold, or advance for further consideration and prioritization.
- Demand prioritization. Use demand and capacity management tools to rank and prioritize using objective, repeatable scoring criteria comprised of quantitative factors such as ROI, or on qualitative ones such as strategic fit, impact, or risk.
Back
RESOURCE MANAGEMENT AND CAPACITY PLANNING
Focus your resources on the right work at the right time

Gain visibility into resources, adjust overallocations and reassign work to increase utilization, then make informed decisions based on resource capacity to meet current and future demands.
Learn more
Gain a dynamic view into all people – internal and contractor – across project teams, departments, and the enterprise with Planview resource management software.
- Flexible capacity and resource planning. Configure for how you manage people and teams today and into the future.
- Optimize utilization. Balance assignments across competing projects and support work, assess total demand before accepting new work, and sequence work based on priority and dependencies.
- Integrated view of resources and work. Combine resources, work, and supporting attributes in a single view to streamline assignments to teams and people based on availability and skills.
- Automated alerting. Set notifications for new and out-of-tolerance assignments.
- Understand how resource plans align to work performed. Improve staffing plans by understanding impact of non-project work and interruptions.
- Time reporting. Use time tracking across all work to understand effort and costs.
- Effort analysis. Compare resource plans to actual time spent for improved estimating of effort level required for future projects.
Back
PROJECT PLANNING AND MANAGEMENT
Centralize and manage project portfolios to establish single source of truth

Project management offers real-time visibility into all project details (staffing, financials, progress, risk, issues, etc.) to improve efficiency.
Learn more
Gain project visibility with a unified view of all work and resources with Planview’s enterprise project management software. Enable effective governance with “just enough” oversight of projects and portfolios.
- Project planning and scheduling. Develop and baseline a schedule with a WBS, phases, tasks, and milestones. Drive adoption of standards, increase efficiency, and monitor execution.
- Project financials. Manage project schedules, tasks, resources, and financials to deliver on time. Stay on budget with in-flight expense tracking.
- Variance reporting. Measure performance against baselines to see differences between forecasted and actual effort.
- Proactively manage changes and issues. Monitor in-flight projects, prioritize iterative work, tasks, and action items, and spotlight issues that need attention.
- Optimize resource utilization. Monitor current and forecast future resource requirements to reduce bottlenecks and avoid delays.
- Risk management. Track and mitigate risks to minimize surprises and improve communication across teams.
- Automated workflows. Establish process consistency and ownership of deliverables. Define and configure workflows aligned to various methodologies.
- Best practices. Incorporate industry and company best practices into processes to efficiently progress projects and work.
Back
DELIVER PROJECTS AND WORK OF ALL TYPES
Visualize work and empower teams no matter how they work

Empower teams with purpose-built execution tools to visualize work to deliver the right work on-time – from collaborative work management to Lean-Agile methods.
Learn more
Embrace today’s multiple ways of working across your organization and give teams the right tools to deliver outcomes while providing visibility across all work. Support multiple work methods – waterfall, collaborative, and Agile, or a hybrid mix of work approaches best suited for the teams and work. Give your teams access to digital workspaces and configurable work delivery experiences:
- Project work and project team collaboration. Manage discrete projects – milestone-driven, collaborative, task-based. Focus on project milestones, project visibility, and end-goal achievement. Improve team collaboration with easy-to-use contextual discussions at any level of work.
- Lean and Agile work. Manage the flow of work with highly configurable Kanban boards. Focus on process excellence and continuous improvement. Use embedded agile task management to manage incremental deliverables while centralizing important information so that everyone’s always on the same page.
- Agile Integrations. Integrate with 3rd-party agile tools enabling teams to continue delivering value without disruption and creating visibility into workflow, cross-collaboration, and alignment with portfolio priorities.
With Planview PPM solutions, all delivered work is tied back into the integrated strategy and portfolio plans that provide stakeholder visibility, drive organizational alignment, and enable greater agility to deliver the work and outcomes that matter most.
Back
FINANCIAL PLANNING AND MANAGEMENT
Manage costs against budget and across portfolios

Understand cost breakdown by strategies and programs with financial planning/management. Balance your portfolio to project OPEX and CAPEX constraints.
Learn more
Planview’s PPM solutions provide comprehensive views into project budget, actuals, and forecasts to understand how costs break down by innovation, compliance, and “keep the lights on.”
- Advance project financial planning. Gain a complete understanding of project investment to value realization within capital and expense constraints.
- Budget, actuals, and forecasts. Effectively manage your project portfolio budget with real-time actuals. Forecast costs and effort, as well as anticipated benefits or revenue.
- Plan and manage project OPEX and CAPEX. Robust capabilities enable project budget management, forecasting, and tracking actuals. Plan and monitor project OPEX and CAPEX from project schedules and templates that comply with financial reporting policies.
- Financial analysis. Analyze the breakdown of financial spend to assess portfolio and work health, as well as the balance across portfolios and priorities.
- Integration. Easy data management with Excel import/export. Connectivity with other financial systems supports an integrated financial process.
Back
VISIBILITY AND REPORTING
Analyze portfolio and project performance

With portfolio reporting tools, get overall health and key project information with stakeholders to know that work is delivered on time, on budget, and delivering the most value to the business.
Learn more
Centralize and gain visibility into projects and portfolios to accelerate time-to-value. Planview reporting allows you to view key performance indicators (KPIs) enabling you and your stakeholders to make better decisions.
- Gain a complete view of project and portfolio status with reports and dashboards. Planview portfolio reporting tools embed analytics and reporting into the UX so you and stakeholders can take action sooner, stay on track, or pivot at speed.
- Status and KPIs are embedded into the user experience to analyze information as part of daily workflow.
- Ad-hoc analysis. Self-service analysis to slice, drill down, roll up, and pivot to turn data into actionable information.
- Best practice reports. Immediate access to hundreds of configurable best practice Planview FastTrack reports that provide project portfolio visualization and information you need starting day one.
- Configurable ribbons and tiles. Leverage a unique ribbon on each screen that contains tiles, providing access to chart, table, or visualization data.
- Access where you need It. Share reports through email, mobile, widgets, and common office productivity apps such as Microsoft Excel, PowerPoint, Teams, and Slack.
Back

1 / 8

Project portfolio management (PPM) software capabilities

Planning & Prioritization
Strategic Alignment
Demand Capture
Resources & Capacity
Project Management
Team Delivery
Financials
Performance Analytics

Plan portfolios, optimize resources, prioritize projects, and advance business capabilities to operationalize the strategic roadmap.
- Portfolio Planning & Prioritization
  
  Utilize top-down scoring methodologies or decentralize prioritization across projects and work so that the PMO and teams can make decisions based on how the work will drive objectives and key results (OKRs).
- Portfolio and Program Management
  
  Operationalize the strategic roadmap by optimizing portfolios to set direction for execution. Visualize dependencies across programs, projects, and work to understand relationships, resolve risks, and optimize delivery.
- Scenario Modeling and Comparison
  
  Model reallocation of funding and resource capacity. Create and compare scenarios to evaluate impacts, balance trade-offs, and ensure delivery on the highest priority strategically aligned work.
- Application Portfolio Management
  
  Visualize and understand the dependencies between your organization’s business capabilities, application portfolios, and the underlying technology stack, and programs, projects, and products.
- Technology Portfolio Management
  
  Drive business outcomes by connecting technology with business context. Partner with enterprise architects to jointly create technology plans that advance capabilities and deliver work aligned to strategy.
Coordinate delivery and achieve value to meet strategic objectives and quickly adapt and pivot as business priorities change.
- Objectives and Key Results (OKRs)
  
  Create a framework for your teams and organization to define measurable goals and to be able to track/measure success of their outcomes.
- Scenario Analysis
  
  Leverage what-if scenarios to analyze the impact of new investments against the existing portfolio of approved investments. Quickly reallocate the funds/capacity to other work to achieve desired outcomes and aligned to strategy.
- Strategic Roadmapping
  
  Connect strategy, investments, projects, and resources with roadmaps to ensure your PMO is on track to deliver on programs, epics, initiatives, technology, and applications.
- Adaptive Portfolio Funding
  
  Fund incrementally to evaluate progress and quickly adapt as priorities change and new opportunities surface. Assess impact of investment decisions and prioritize by focusing on outcomes, value, and shorter delivery cycles.
Collect and evaluate demand across the enterprise from unstructured ideas to formal requests, all in one place.
- Project Intake and Demand Management
  
  Easily automate the work intake process – capture, assess, estimate and approve projects, collect winning ideas, and manage work requests. Visualize the demand management process and governance into execution phase.
- Innovation Management
  
  Support a culture of innovation. Generate, capture, collaborate, and refine new ideas, managing the entire process of evaluation and prioritization with crowdsourced challenges.
- Requests
  
  Collect requests for work and change from the business. Ensure that the incoming work requests are well defined, categorized, estimated, and dispatched properly to be taken into consideration for delivery.
Make informed decisions on projects and work based on resource capacity, availability, and utilization to meet current and future demands.
- Resource Management
  
  Manage resources assignments to planned and unplanned activities, select and identify resources and understand the impacts of proposed changes, balancing trade-offs, and evaluating alternative staffing.
- Capacity Planning
  
  Assess resource availability during the project selection and prioritization process to ensure that your organization has the capacity to take on investments at the right time and with the right resources.
- Resource Planning & Utilization
  
  Identify under- and over-utilized resources, thereby optimizing resource utilization across the resource pool and improving on-time project delivery.
- Time Tracking
  
  Tailor time tracking to determine cost and effort towards progress for each team’s work style: Provide project teams with mobile timesheets, and flexible work costing features to reduce manual time entry for agile teams.
- Scenarios
  
  Compare scenarios and perform what-if analysis to evaluate alternative staffing and funding approaches. Quickly identify capacity constraints and model reallocation of resources and funding to understand impacts and balance trade-offs.
Enable governance and improve execution across your entire project portfolio with visibility into every aspect of each project.
- Flexible Governance
  
  Streamline just-enough governance and provide clear guidelines that focus on outcomes and results, rather than tactics, to drive accountability, control risk and dependencies, and accelerate delivery speed.
- Project Planning
  
  Create standardized processes to define project scope by building out the Work Breakdown Structure, tasks and schedules, gather financials and build budgets, and forecast effort and resources required to deliver.
- Project Management Tools
  
  Easily plan team projects, schedule tasks, collaborate on documents, and track progress using integrated Kanban boards, Gantt charts, document management, and interactive communication tools in one solution.
- Work Management
  
  Plan and manage all work types, whether project-based or keep-the lights-on, with guidelines for capturing changes, risks, and issues. Understand impacts of change and easily make adjustments without disrupting delivery.
Support team delivery and project team collaboration, no matter how the work is done and enable teams to manage their speed of delivery.
- Hybrid Execution
  
  Offer teams the ability to use the right work experience and tool for delivery – Lean-Agile, collaborative, or traditional PPM while ensuring alignment back to the portfolio.
- Project Team Delivery
  
  Create productivity-focused workspaces to manage group projects by providing team members with visibility into the project plan and tools to complete highest priority tasks and achieve on-time delivery of projects.
- Agile Team Delivery
  
  Provide Agile teams with configurable enterprise Kanban boards to visualize and manage team backlog, processes, workflows. Leverage lean-agile metrics to identify areas of opportunity for continuous improvement.
- Team Collaboration Tools
  
  Give team members easy to use collaborative tools to create workspaces for to support based on pre-defined templates, including template plans, documents, boards, and cards.
- Agile Integrations
  
  Integrate with 3rd-party agile tools enabling teams to continue delivering value without disruption and creating visibility into workflow, cross-collaboration, and alignment with portfolio priorities.
Manage forecasts, budgets, and expenses, and track plans vs. actuals to confidently take on new opportunities and maximize ROI.
- Forecasting and Financial Targets
  
  Forecast the costs and effort required to deliver each project, as well as the benefits or revenue that the project is anticipated to generate.
- Flexible Project Funding
  
  Fund incrementally to evaluate progress and adjust based on changing internal and external factors. Model allocation of funding and capacity within and between portfolios to understand impacts and balance trade-offs.
- Budget Tracking and Actuals
  
  Track financial data to visualize snapshots in a project’s lifecycle. Analyze against financial and resource capacity time-phased budget or target to ensure deliver work on-time and on-budget.
- CAPEX & OPEX
  
  Ensure proper CAPEX and OPEX categorization and alignment by tracking capitalized and operational costs/expenses on a project to directly impact the bottom line.
- Time and Expense Management
  
  Use timesheets to monitor actual effort reported and determine how this effort has contributed to project progress with actual hours and costs.
Use real-time data to measure and manage projects and resources. Gain insights from reporting and easily share dashboards with stakeholders.
- Analytics and Reporting
  
  Centralize project data to create a consolidated view of insights into reporting variances and health in scope, budget, dates, or quality. Quickly mitigate risks and make decisions to achieve on-time project delivery.
- KPI Trend Analysis
  
  Provide visibility to key performance indicators. Capture snapshots of portfolio and project information and perform trend analyses to ensure progress is heading in the right direction, and if not, easily make changes.
- Risk Mitigation and Management
  
  Visualize dependencies across programs, projects, and work to collectively understand relationships or impacts, resolve risks, and optimize delivery toward the strategic plan.
- Executive Dashboard Reporting
  
  Provide executives with the visibility to help them answer questions such as “Are we supporting business goals and objectives?” and “Can our portfolio mix help us to meet strategic initiatives and get our expected ROI?”