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Planview Customer Success Center

Managing your Portfolio

Overview

Use Portfolios (i.e., Groups) to analyze multiple products across your organization at once. Get valuable insights and comprehensive views of your product groups.

Explore the following pages to learn how to manage your portfolio and leverage portfolio-level analytics effectively.

  • Creating a Portfolio: Group related products together for streamlined analysis.
  • Portfolio Insights: Monitor delivery performance, quality, and value across your portfolio with consolidated insights.
  • Portfolio View​​Gain a high-level overview of all the products in your portfolio, including trending Flow Metrics and access to Business Results and Timeline Events.