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Planview Customer Success Center

Project Portfolio Management

Project portfolio management

Your modernization journey

  • Project management

    Project management with Portfolios and other tools used separately

  • Team foundation

    Empower teams by leveraging Team Kanban and/or Project Teams modules

  • Connected delivery

    Achieve synergy by connecting Portfolios with Team Kanban and/or Project Teams

  • Program management

    Elevate the portfolio to organize around programs and associated outcomes

  • Adaptive portfolio planning

    Mature planning and funding, visualize the portfolio

Start with the essentials

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    Why modern PPM?

    Watch this demo video to learn how modernizing PPM can increase value for your organization.

    Learn more
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    Which module is right for you?

    Determine which module will enable your team to deliver their work most effectively.

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    Journey mapping tool

    Identify your current PPM modernization journey stage, and map where you want to go next.

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    Modernization journey workshop

    Map your organization’s journey from traditional to modern PPM using this self-guided workshop.

    Read now
  • PAFProduct|EnterpriseOne--**--PAFProduct|LeanKit--**--PAFCategory|Delivery--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|TeamFoundation--**--Agile Team Delivery
    Execute work according to your team’s preferred methodology and processes.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|ProjectManagement--**--JourneyStage|ProgramManagement--**--Capacity Planning
    Leverage reports and analytics to gain actionable insights into your planning portfolio and inform investment decision making.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Delivery--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Cost Management
    Plan and manage financial costs for projects, programs, and products.
  • PAFCategory|Planning--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--PAFProduct|EnterpriseArchitecture--**--Enterprise Architecture Management
    Understand and manage applications and technologies that support the business.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Financial Planning
    Plan and manage product, program, and project financial information.
  • PAFProduct|Spigit--**--PAFCategory|Strategy--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Innovation
    Submit, centralize, and evaluate crowd-sourced ideas from across the organization.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFProduct|LeanKit--**--PAFCategory|Strategy--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Objectives and Key Results
    Define, align around, execute, and measure progress toward organizational goals.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|ProjectPortfolioManagement--**--PAF--**--JourneyStage|ProjectManagement--**--Organizational Funding
    Define and manage financial targets at the organizational level.
  • PAFProduct|EnterpriseOne--**--PAFCategory|Planning--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Prioritization and Scenario Analysis
    Assess and prioritize investments before the approval of your portfolio plan.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Delivery--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|ProgramManagement--**--Program Management
    Monitor program roadmap realization by tracking program status and health.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--JourneyStage|ProgramManagement--**--Program Portfolio Planning
    Track programs and related projects through planning, categorization, and review.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFProduct|Projectplace--**--PAFCategory|Planning--**--PAFSolution|ProjectPortfolioManagement--**--PAF--**--JourneyStage|ProjectManagement--**--Project Portfolio Planning
    Define a consistent process for initiating business requests and new projects.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFProduct|Projectplace--**--PAFCategory|Delivery--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|TeamFoundation--**--Project Team Delivery
    Collaborate in a workspace with integrated Kanban boards and centralized document management.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFProduct|Projectplace--**--PAFCategory|Delivery--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAFSolution|ProfessionalServicesAutomation--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|ConnectedDelivery--**--Project Team Delivery (Connected)
    Collaborate in a workspace with integrated Kanban boards and centralized document management.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFProduct|Projectplace--**--PAFCategory|Delivery--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|ProjectManagement--**--Resource Management
    Track and manage resource assignments and forecast future demand.
  • PAFProduct|EnterpriseOne--**--PAFCategory|Strategy--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--PAFProduct|PlanviewRoadmaps--**--Roadmapping
    Translate strategic ideas into an interactive timeline of business outcomes and deliverables.
  • PAFProduct|EnterpriseOne--**--PAFCategory|Planning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--JourneyStage|AdaptivePortfolioPlanning--**--Strategic and Program Funding
    Define and manage financial targets at the strategic and program level.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFProduct|Projectplace--**--PAFCategory|Delivery--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--JourneyStage|ProjectManagement--**--Work Management
    Develop a work plan, manage project delivery, and report on project status and health.

Browse capabilities

Explore your PPM capabilities and get guidance for evolving how your organization plans and delivers value from strategy to delivery.

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Overview
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