Planview Portfolios Planning Package

Dynamic Planning: Rapidly Reallocate, Reprioritize, and Realign

Embrace change and equip your organization for opportunities that lie ahead

Planview Portfolios Planning Package

Manage the portfolio from formulation to execution enterprise-wide, on a cross-functional scale

Portfolio Funding

Create and manage budgets for strategic, innovation, and organizational investments

Prioritization

Rank and prioritize investments to achieve the most impactful strategic goals

Scenario Planning

Understand and analyze trade-offs in a constantly changing environment with real-time data

Capacity Planning

Make effective decisions within financial and capacity constraints

Financial Forecasting

Manage investment funding, understand spend to date, and forecast effectively

Analytics and Reporting

Quickly reprioritize and realign work as changes impact your organization’s strategy

Dynamic Planning package benefits and value

  • Establish and revisit strategic direction to re-evaluate your strategic initiatives and model different impacts

  • Allocate funding to set funding guardrails and establish expected ROI

  • Continuously prioritize investments within different scenarios, shift and balance decisions vs constraints, and create flexible funding models

  • Review performance to effectively forecast, understand spend to date, and provide visibility and governance to keep up with the pace of change

Planview Portfolios Planning Packages

Select the right package for your needs – Quickly start to plan and reprioritize

  • Select User Package – Base and Standard

    Portfolio Management FLEX* Users

    Manage and act on portfolio analysis and project prioritization, what-if and scenario planning, as well as resource planning and capacity planning. Users can view/modify entities such as portfolios, projects, and issues.

    *FLEX-enabled users have additional access to Planview ProjectPlace™ and Planview AgilePlace™. These work delivery solutions offer separate collaborative tools for teams and stakeholders to work on analysis, approaches, and solutions that encompass the planning process.

  • Base

    Up to 50 Portfolio Management FLEX Users

  • Standard

    Up to 100 Portfolio Management FLEX Users

  • Custom

    >100 Portfolio Management FLEX Users

  • Administrator FLEX* Users

    Configure and manage the solution, as well as perform project portfolio and resource management functions. During implementation, your Planview representative will equip your administrator to master the role.

  • Base

    2 Administrator FLEX Users

  • Standard

    4 Administrator FLEX Users

  • Custom

    Custom Administrator FLEX Users

  • FLEX Sandbox

    A non-production environment to allow activities to be carried out without impacting day-to-day operations. Investigate new functionality or capabilities, conduct end-user training, and develop/test analytics and reporting.

  • + FastTrack Services

    Fixed-price implementation services package with remote delivery will enable fixed scope planning capabilities.

    • Solution blueprint workshop provides education on the solution and agreement on business outcomes
    • Configuration workshops deliver capabilities aligned with your data needs; immediate hands-on to drive validation and feedback
    • Cadence-based coaching provides a Planview expert mentor to provide process, e.g, Dynamic Planning cycles, portfolio reviews, investment approval meetings
    • Solution refinement to evolve and optimize solution based on feedback
  • Base + Standard

  • Base

    Standard

    Launch-ready by the end of month 1

    Cadence-based coaching for 2 months

  • Custom

    Custom Services

  • Reporting

    Equip stakeholders with the insights they need to drive strategic success and visually show the road to better decision-making in real time with automated dashboards and reports.

Planview Project Portfolio Management (PPM) solutions scale for every PMO

Planview offers PPM solutions that fit the needs of every PMO. Watch our role-based product demos and learn how Planview’s project and portfolio management solutions can help your PMO prioritize work, manage resources, and enable your company to deliver the work that matters.

Planview PPM Pro

PPM Pro is ideal for those just starting out in PPM and looking to mature resource management and portfolio prioritization.

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  • PMO Leader

    Portfolio management solutions create visibility and drive better decision making by measuring performance, spotting issues, and managing metrics and KPIs.

  • Portfolio Manager

    Learn how portfolio managers are focused on delivering strategy and improving decision-making.

  • Resource Manager

    Learn how resource managers work towards making the best decisions for team members and utilization.

  • Project Manager

    Learn how project managers are integral to translating the strategic plan into work delivery.

  • Team Member

    Learn how team members use purpose-built tools for delivery, no matter how they work.

Planview Portfolios

Planview Portfolios enables more mature PMOs and EPMOs to orchestrate strategic execution across all work, people, capabilities, and financials.

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  • PMO Leader

    Portfolio management solutions create visibility and drive better decision making by measuring performance, spotting issues, and managing metrics and KPIs.

  • Portfolio Manager

    Learn how portfolio managers are focused on delivering strategy and improving decision-making.

  • Program Manager

    Learn how program managers define outcome roadmaps and use scenario analysis to optimize portfolios.

  • Resource Manager

    Learn how resource managers work towards making the best decisions for team members and utilization.

  • Project Manager

    Learn how project managers are integral to translating the strategic plan into work delivery.

  • Team Member

    Learn how team members use purpose-built tools for delivery, no matter how they work.

  • PMO Leader

    Portfolio management solutions create visibility and drive better decision making by measuring performance, spotting issues, and managing metrics and KPIs.

  • Portfolio Manager

    Learn how portfolio managers are focused on delivering strategy and improving decision-making.

  • Resource Manager

    Learn how resource managers work towards making the best decisions for team members and utilization.

  • Project Manager

    Learn how project managers are integral to translating the strategic plan into work delivery.

  • Team Member

    Learn how team members use purpose-built tools for delivery, no matter how they work.

  • PMO Leader

    Portfolio management solutions create visibility and drive better decision making by measuring performance, spotting issues, and managing metrics and KPIs.

  • Portfolio Manager

    Learn how portfolio managers are focused on delivering strategy and improving decision-making.

  • Program Manager

    Learn how program managers define outcome roadmaps and use scenario analysis to optimize portfolios.

  • Resource Manager

    Learn how resource managers work towards making the best decisions for team members and utilization.

  • Project Manager

    Learn how project managers are integral to translating the strategic plan into work delivery.

  • Team Member

    Learn how team members use purpose-built tools for delivery, no matter how they work.