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Planview Customer Success Center

Project Portfolio Management

Project Portfolio Management

With a line of sight from strategy to delivery, Planview’s project portfolio management solution enables leaders to optimize program and project portfolios, balance capacity against demand, prioritize work, focus resources, and empower teams to deliver.

Modern project portfolio management approaches let you empower your teams with the right work experience and tool for the type of work being delivered – waterfall projects, iterative, collaborative, Lean-Agile. This work can be tied back into the integrated strategy and portfolio plans, enabling stakeholder visibility and organizational alignment.

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  • Organizational Funding

    Support investment planning by providing the context of organizational financial targets against which demand can be analyzed and an assessment made on the ability to take on new investments.

  • Resource Capacity Planning

    Establish a single repository of information related to the resources that can deliver work in the organization, in order to understand resource availability, assignments, and utilization. This capability also supports time reporting and agile costing.

  • Project Portfolio Planning

    Create a single repository to collect requests for work and change from the business that is available to all stakeholders in the organization. Categorize, assess, and carry out a sizing estimation of these requests before taking them forward for consideration as new investments.


  • Work Management

    Support the planning management of all work types, whether project-based or run-the-business work, by providing work managers with the ability to view and manage all work details. Develop the schedule or plan, and define the timeline, milestones, activities and resources required to deliver the work. Manage the financial information associated with the work, and any changes, risks, or issues.

  • Resource Management

    Provide a single repository of information related to the resources that can deliver work in the organization, track and manage the assignment of named resources to work on projects or discrete activities within projects, and use demand created against project plans to understand the future demand on your teams. This capability also supports time reporting.

  • Project Team Delivery

    Create productivity-focused workspaces in which to manage group projects and complete daily tasks. Team members have visibility into the project plan and can collaborate on project documents and track progress using integrated Kanban boards, Gantt charts, and communication tools. Project and portfolio managers also gain visibility into project progress and key status information.

  • Agile Team Delivery

    Provide agile teams with the structure needed to deliver on their team plans by using kanban boards that match their preferred work methodology and processes.

Project Portfolio Management Products