Planview AgilePlace Features
Tasks (9)
Creation & Assignment
Based on 29 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Create and assign tasks for individual users with details and due dates.
Due Dates
Based on 30 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
Based on 30 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Based on 30 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Based on 29 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Define dependencies between tasks and the rules to manage them.
Drag & Drop
Based on 30 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Users can move tasks and change dependencies using drag and drop.
Tasks
As reported in 10 Planview AgilePlace reviews.
Allows users to create, modify, and delete tasks
Details
Based on 10 Planview AgilePlace reviews.
Helps users capture all relevant details required to perform tasks
Priority
As reported in 10 Planview AgilePlace reviews.
Assigns priorities to tasks and allows admin to change priorities
Projects (11)
Planning
Based on 29 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Based on 28 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Based on 25 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Provide visual representations of tasks, dependencies, and progress.
Calendar View
Based on 27 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
Based on 29 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
Based on 26 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Associate a budget with a project and allocate it accordingly by task or resource.
Issue Tracking
Based on 28 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Track issues at the project or task level, and manage resolutions.
Templates
Based on 28 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Provide standards templates that can be customized by users to create new projects.
Critical Path
Based on 25 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Automatically calculate the critical path for projects and update it when projects change.
Time & Expense
Based on 26 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Track time and expenses associated with projects or tasks.
Methodologies
Based on 28 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Support agile and waterfall project management methodologies.
Resource Management (3)
Resource Definiton
Based on 28 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Create human and material resources and categorize them based on skills and other criteria.
Capacity
Based on 28 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Based on 27 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Allocate resources by matching capacity and demand, by project, team, or department.
Project Monitoring (3)
Baselining / KPIs
Based on 24 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Based on 26 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
Based on 27 Planview AgilePlace reviews and verified by the G2 Product R&D team.
Deliver dashboards that display project data and KPIs in real time.
Kanban Boards (3)
Kanban Cards
As reported in 11 Planview AgilePlace reviews.
Provide standard Kanban cards for various types of tasks that can be modified by users
Drag and Drop
11 reviewers of Planview AgilePlace have provided feedback on this feature.
Allows users to drag and drop cards to rearrange them in a board
Visibility
As reported in 11 Planview AgilePlace reviews.
Boards provide visibility accross all projects, tasks, and users
Planning (3)
Workflow
10 reviewers of Planview AgilePlace have provided feedback on this feature.
Define the stages of a workflow and assign tasks to each stage
Backlog
As reported in 10 Planview AgilePlace reviews.
Tasks can be moved to a backlog based on priority and other criteria
Optimization
Ability to improve workflows and processes by analyzing the flow of tasks
Automation (3)
Workflows
As reported in 18 Planview AgilePlace reviews.
Provide standard workflows that can be used accross the company.
Customization
18 reviewers of Planview AgilePlace have provided feedback on this feature.
Allow administrators to configure workflows and processes.
Data repository
This feature was mentioned in 18 Planview AgilePlace reviews.
Deliver a single data repository for all project information.
Administration (3)
Permissions
As reported in 18 Planview AgilePlace reviews.
Define and manage roles and access rights for the entire system.
Procedures
17 reviewers of Planview AgilePlace have provided feedback on this feature.
Maintain procedures for data access and governance.
Remote Work
This feature was mentioned in 18 Planview AgilePlace reviews.
Allow users to use the system online and on mobile devices.
Project management (7)
Task Prioritization
Based on 18 Planview AgilePlace reviews.
Set priority levels on tasks so individuals can organize their work.
Dependencies
17 reviewers of Planview AgilePlace have provided feedback on this feature.
Define dependencies between tasks and the rules to manage them.
Planning
18 reviewers of Planview AgilePlace have provided feedback on this feature.
Plan and create work breakdown structure (WBS) based on the scope of the project.
Views
This feature was mentioned in 18 Planview AgilePlace reviews.
Create customized project views for internal and external purposes (eg: for customers).
Scheduling
Based on 17 Planview AgilePlace reviews.
Allocate resources by matching capacity and demand, by project, team, or department.
Critical Path
As reported in 17 Planview AgilePlace reviews.
Automatically calculate the critical path for projects and update it when projects change.
Dashboards
Based on 17 Planview AgilePlace reviews.
Deliver dashboards that display project data and KPIs in real time.
Workload (4)
Resource Allocation
This feature was mentioned in 17 Planview AgilePlace reviews.
Monitor resource allocation to identify shortages and adjust accordingly.
Workspace
Based on 17 Planview AgilePlace reviews.
Define customizable workspace for teams, departments, and external users.
Configuration
As reported in 17 Planview AgilePlace reviews.
Provide drag and drop options to configure workspaces.
Insights
This feature was mentioned in 16 Planview AgilePlace reviews.
Monitor work accross the company and analyze performance.
Communication & Collaboration (3)
Communication Channels
17 reviewers of Planview AgilePlace have provided feedback on this feature.
Support multiple channels for internal and external communications.
Document Management
17 reviewers of Planview AgilePlace have provided feedback on this feature.
Allow users to share and collaborate on documents and files.
Collaboration
Based on 18 Planview AgilePlace reviews.
Help users meet, share workspaces, and collaborate on tasks.
Cost Management (3)
Project Budgeting
This feature was mentioned in 16 Planview AgilePlace reviews.
Associate a budget with a project and allocate it accordingly by task or resource.
Time & Expense
This feature was mentioned in 16 Planview AgilePlace reviews.
Track time and expenses associated with projects or tasks.
Profitability
This feature was mentioned in 16 Planview AgilePlace reviews.
Monitor project proftability by team or department.
Integration (3)
Front Office
18 reviewers of Planview AgilePlace have provided feedback on this feature.
Integrate with CRM, marketing, or customer service software.
Back Office
As reported in 18 Planview AgilePlace reviews.
Provide integration with accounting software and ERP systems.
External data
Based on 17 Planview AgilePlace reviews.
Connect to external data sources such as databases or BI software.
Generative AI (4)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Kanban Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Project Management (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Work Management (4)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Natural Language Interaction
Engages in human-like conversation for task delegation




