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Planview

About Planview

Planview provides a platform that links initiatives, investments, and resources into a single model for enterprises. The platform is intended to connect funding decisions with delivery. It offers five solutions that sit above the tools where work happens. The solutions translate activity data into insight used for strategy. The company states it is used by more than 3,000 enterprises.

Products

  • Strategic Portfolio Management: Used to reprioritize investment and align capacity and AI to approved strategy at the portfolio level.
  • New Product Development: Used to coordinate engineering, supply, and regulatory functions on one plan and tie R&D investment to revenue.
  • Software Product Delivery: Used to re-sequence software investment and connect teams and toolchains to one delivery signal.
  • Project Portfolio Management: Used to prioritize the project portfolio with AI-scored ranking and align resource capacity.
  • Professional Services Automation: Connects pipeline, resources, delivery, and financials in one system for staffing and billing.
  • Software Toolchain Integration: Connects more than 60 tools across the software delivery lifecycle, including Jira, ADO, and ServiceNow.

Used for

  • Tracking initiatives in real time
  • Tracing investments to outcomes
  • Reallocating resources dynamically when priorities change
  • Identifying underperforming investments early
  • Measuring software delivery flow from idea to production

Who it is for

  • Used in business transformation functions.
  • Used in product and engineering functions.
  • Used in research & development functions.

From Planview's own website, read 2026-10-23. How we build listings.

How to evaluate Project & Portfolio Management

This is how the CIOPages Research Team evaluates this category. It is not an assessment of Planview. It comes from our Project & Portfolio Management (PPM / SPM) buyer guide.

25%
Portfolio Governance & Strategic Alignment
Idea and demand intake, stage-gate or continuous funding, scenario and what-if planning, prioritization scoring, OKR/strategy linkage, roadmaps, and executive portfolio dashboards that tie investment to outcomes
25%
Resource & Capacity Management
Role- and skill-based capacity planning, demand-vs-supply balancing, allocation and utilization, time tracking, named-resource and team-level views, and the perennial test: can it tell you what you can actually deliver next quarter?
20%
Delivery-Model Fit (Agile + Traditional)
Native support for waterfall, agile, and hybrid in one portfolio; two-way sync to delivery tools (Jira, Azure DevOps); Lean Portfolio Management and value-stream/persistent-team funding, not just temporary projects
15%
Adoption & Everyday Usability
Time-to-update for an individual contributor, mobile and notification UX, configurability without consultants, and whether teams will keep it current rather than maintain a shadow plan in spreadsheets
10%
Financial Management
Project and portfolio budgeting, forecast vs. actuals, capex/opex and capitalization, cost/benefit and ROI modeling, chargeback, and integration to ERP and corporate financial planning
5%
Integration, Extensibility & AI
Connectors to ERP/HCM/agile/BI, open REST APIs and webhooks, SSO/SCIM, configurable workflow and automation, and practical AI (status roll-up summaries, predictive delivery risk, scenario assistance) over demo-only features

CIOPages put this listing together from public sources. It’s information, not an endorsement. How we build listings. Work here? Claim this listing or .

Quick Facts

www.planview.com
CategoryEnterprise Applications
SubcategoryProject & Portfolio Management

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