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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 tools 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.


Planview’s Project Portfolio Management journey enables your organization to transform how you orchestrate, prioritize, and coordinate value from strategy to delivery. Business outcomes include:

  • Strategic Roadmaps — Define and create organization-wide, cross-functional, strategic roadmaps that are translated into actionable and quantitative plans.
  • Program Planning — Assess and prioritize ideas then group them into funded initiatives (programs) that will deliver the roadmap, understanding the impact of trade-offs and decisions.
  • Work Delivery — Provide team members with the right tools to suit their way of working, while retaining visibility.
  • Program Management — Measure program execution against strategy and realization of the roadmap, identifying issues and roadblocks to the achievement of the roadmaps.
  • Portfolio Visibility — Projects reporting variances in scope, budget, dates, or quality can be brought under control to mitigate the risks for the achievement of on-time project delivery.

Select a journey stage and find more resources

Get help choosing a stage

Project Management is this first step of the Modernization Journey, with the primary focus for the organization being portfolio visibility, work and resource management, and financials. In this stage, you’re using one of Planview’s PPM tools, along with other disconnected tools, while relying on meetings and other communication to understand the status of the portfolio. The following information will help you understand how best to leverage your PPM tool to meet these traditional goals.

Connected Delivery brings team and other tools into your PPM product, surfacing data for the entire organization. This provides full visibility into work being across the organization, allowing you to make accurate portfolio-level decisions and align strategy to delivery with real-time data and status reporting.

Adaptive Portfolio Planning is the final step to becoming a Modern PPM. In this step organizations start to focus on shortening planning cycles from annual to quarterly to off-cycle, shifting to program and product-centric planning that focuses on outcomes and benefits, while performing quarterly checkpoints.

FAQs about the Planview Adoption Framework

  • What is the purpose of the Planview Adoption Framework?

    The Planview Adoption Framework is a focused series of customer journeys and associated guidance intended to lead our customers through adopting our best practice FastTrack solutions. FastTrack solutions are designed to support your organization’s strategy to delivery transformation and are based on our direct experience implementing our solutions for customers in a variety of markets and industries.

    Each FastTrack solution journey utilizes the Planview Capability Framework, our modular and highly configurable framework designed to deliver value to customers in the form of specific business outcomes. Within each capability, you’ll find a selection of business processes, best practices, product help, and other resources to guide you towards achieving those outcomes.

  • What is the Planview Capability Framework?

    The Planview Capability Framework describes the breadth, depth, and maturity of Planview’s solutions and the value they bring to our customers. It is a modular framework, with the capabilities themselves forming the foundational components of our solutions.

    Each capability has a distinct set of features and functionality, business processes, best practices, and analytics and reports that deliver value to customers in the form of specific business outcomes. Think of each capability as a building block; these blocks can be slotted together in different ways to build tailored, best practice solutions for each customer. Capabilities don’t have to be switched on all at once – the framework is deliberately modular, so that customers can continue to build and improve upon their solution in line with the ever-changing world of work.

  • Who should use the Planview Adoption Framework?

    The Planview Adoption Framework is designed for all those looking to effectively lead change within their organization. It also enables leaders to prepare their teams with self-guided training via our library of practitioner best practices and processes, so you can get more value from your implementation.

  • How do I get started?

    Each organization is at their own stage of transformation, so we have included a summary of each journey stage to help you identify where you should start- just click the "get help choosing a stage" link to get started.

    Planview Professional Services offers initial implementation and value optimization services for our software solutions. Our subject matter experts leverage the Planview Adoption Framework to help you to assess where your organization currently is, what areas you want to transform, and how to realize the benefit of leveraging Planview capabilities. For more information, see Planview Professional Services.

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