PLANVIEW
Project Portfolio Management System
Program Management
Plan programs with roadmapping and top-down financials
Define program timelines, milestones, and releases; establish your business case; and communicate
the plan across the organization with roadmap visualizations.
Program-defined timeframes
Program managers can create plans that define delivery timeframes, set key milestones, and
establish releases dates.
Top-down financial planning
Define expected costs and benefits for an initial plan that you can compare back to later.
Roadmap visualization
Communicate and easily share timeframes, milestones, and releases across your organization.
Financial Management
Plan and manage CAPEX and OPEX
Robust financial capabilities in Planview Enterprise enables project budgeting, forecasting, and
tracking actuals for capital and expense.
Financial Analysis
Standard and ad hoc visualizations, project and portfolio financial columns, and in-application
pivoting provide a variety of methods to enable project managers, portfolio managers, and IT
finance managers to assess financial health and balance across portfolios.
Integrated Capex and Opex
Plan and monitor capital and expense from project schedules and templates that comply with
financial reporting policies.
Rate Cards
Calculate financials based on planned and actual effort with rate cards that support simple to
complex costing methods.
Manage the TCO of applications, services, and products
Access actual spend, budget, and forecast data for your IT portfolio with consolidated real-time
financials. Planview Enterprise helps you track portfolio performance from initial investment,
benefits, and TCO of applications, services, assets, and products.
Investment Financial Performance
Track financials, budgets and KPIs for projects creating, enhancing, or retiring an application, service,
or product.
Application, Services, and Products TCO
Understand the TCO of managing an application, service, or product and investment for application
rationalization and effective product management.
Integration
Easy data management with Excel import/export. Integrations available with other financial sources
to support an integrated financial process.
Analytics and Reporting
Discover trends and potential solutions with portfolio analysis
Increase visibility into your portfolio of work with powerful dashboards. Enable users across the
enterprise to easily access real-time information, share it with those who need it, and take action to
keep the business running efficiently.
Ad Hoc Analysis
Self-service analysis to slice, drill down, roll up and pivot to turn data into actionable information.
Advanced Visualizations
Leverage latest in visualizations through Microsoft Power BI and Excel to view, understand and share
portfolio, project and resource insights.
Robust Data Access
Easy access to the breadth of your data with predefined data sets across portfolios, projects,
products, applications and resources.
Share progress through executive dashboards
Get visibility and insight into IT portfolio and project performance in real time. Share all the
information executives need in one dashboard view, available via browser, mobile phone, or tablet.
Holistic View of Performance
Provide high-level visibility into the state of the portfolio in an easy to consume view of performance
spanning strategy, initiatives, programs, projects and resources.
Interactive Analtyics
Ability to drill down, filter and pivot on the analytics to investigate and uncover critical issues.
