[ Planvie... Reviews ](https://www.g2.com/products/planview-portfolios/reviews) [ Planvie... Reviews ](https://www.g2.com/products/planview-portfolios/reviews) # Planview Portfolios Features ##### ## Survey Management (4) Brand Design Consistency Creates feedback forms that are consistent with the design of the site. Survey Deployment Supports the creation and deployment of different survey types on different channels or devices. Feedback Collection Solicits, captures, and centralizes feedback from both structured and unstructured sources. Device Responsiveness Allows designs to adapt automatically to the device that users access the survey or software. Show More ##### ## Process Management (4) Feedback Aggregation Aggregates feedback and transforms feedback into actionable insights. Trigger Alerts Triggers creation of a new case after customer leaves feedback. Real-Time Analysis Analyze collected feedback near or in real-time. Real-Time Action Trigger strategic workflows to quickly resolve issues and increase customer satisfaction. Show More ##### ## System Management (2) Security Provides a secure and compliant system. System Monitoring Continually inspects, audits, and monitors system to keep it up to date. Show More ##### ## Communication (7) Wiki Documentation Provides a wiki to keep useful product documentation. Community Forum Provides a place for product users to interact and ask questions. Customer Ideation Provides a medium for users to make suggestions for the product. Feedback Allows managers and peers to provide feedback on goal progress. Confidence Levels Allows users to rate their confidence level concerning goal completion. Messaging Integrations Integrates with outside business instant messaging tools. Onboarding Provides built-in onboarding tools for new user adoption. Show More ##### ## Planning (5) Work Capacity Measures the amount of work an employee can handle in a sprint. Task Ranking Ranks the priority of a task. Kanban Board provides a Kanban board to visualize tasks. Custom Workflows Enables the creation of custom workflows to facilitate various processes. Release Forecasting Predicts a products release based on the workflow. Show More ##### ## Workflow Management (3) Time Tracking Tracks the amount of time spent on a task. Progress Monitoring Measures the progress of tasks within a product workflow. Budgeting Measures the cost of tasks and enables the allocation of budget to different projects. Show More ##### ## Portfolio Management (4) Portfolio Types Define multiple types of portfolios for projects, programs, and services. Planning Plan activities and tasks across various portfolios or programs. Alignment Align different kinds of portfolios with business and financial goals. Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Show More ##### ## Project Management (3) Dependencies Manage dependencies between projects from one or multiple portfolios. Priorities Assign priorities for projects that are part of portfolios. Lean Management Include lean project management features and best practices. Show More ##### ## Resource Management (3) Definition Identify human and material resources and assign them to projects and portfolios. Allocation Resources can be allocated and reallocated across multiple projects and portfolios. Optimization Improve resource utilization across various projects and portfolios. Show More ##### ## Data & Analytics (4) Data Consolidation Consolidate project and portfolio data from separate sources. Visualizations Provide custom project and portfolio monitoring visualizations. Performance Monitor the performance of different types of portfolios. Risk Analysis Perform risk analysis at the portfolio or project level. Show More ##### ## Goal Creation (3) Team OKR Allows users to make team-wide OKRs. Individual OKR Allows users to make OKRs for individual team members. Mind Mapping Allows users to arrange tasks and goals in a mind map. Show More ##### ## Generative AI (2) 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. Show More ##### ## Strategy - Project and Portfolio Management (10) Simulation Simulate the outcomes of various business case scenarios and mix of projects Tracking Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios Planning Create plans to implement activities to achieve strategic objectives Objectives Define strategic objectives related to project and portfolio management Visiblity Provide a 360 view of all projects and portfolios and their corresponding strategies Alignment Align project and portfolios with the strategic objectives of the company Risk Management Mitigate risks related to projects and portfolios that may impact strategic objectives Implementation Deploy strategic planning to project and portfolio management activities Optimization Help with continuous improvement and to adapt to strategy updates and market changes Prioritization Assign priorities to projects and portfolios based on strategic objectives Show More ##### ## Strategic Planning - Strategic Portfolio Management (8) Objectives Define strategic objectives related to project and portfolio management Roadmaps Support the creation of roadmaps that visualize the timeline and interdependencies of various portfolio elements Demand management Capture, evaluate, and prioritize demand from different parts of the organization, ensuring that resources are allocated to the most valuable initiatives. Resource Planning Assist with dynamic portfolio-level resource planning and what-if scenario modeling Planning Create plans to implement activities to achieve strategic objectives Simulation Simulate the outcomes of various business case scenarios and mix of projects Prioritization Assign priorities to projects and portfolios based on strategic objectives Alignment Align project and portfolios with the strategic objectives of the company Show More ##### ## Strategic Management - Strategic Portfolio Management (8) Visiblity Provide a 360 view of all projects and portfolios and their corresponding strategies Tracking Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios Risk Management Mitigate risks related to projects and portfolios that may impact strategic objectives Implementation Deploy strategic planning to project and portfolio management activities Change Management Facilitate the process of managing changes within the portfolio, including scope changes, resource adjustments, and schedule updates Optimization Help with continuous improvement and to adapt to strategy updates and market changes Strategy Model Provide pre-defined strategy models that can be customized and combined by users Frameworks Support multiple strategy frameworks such as Balanced scorecard and OKR Show More ##### ## Data Analysis - Strategic Portfolio Management (3) ESG Impact Track environmental, social, and governance (ESG) metrics related to portfolios, such as gas emissions or diversity and inclusion Financial Performance Track the financial performance of portfolios in terms of cost savings, productivity improvements and increasd revenues Forecasting Enable forecasting future performance, resource requirements, and potential risks and opportunities Show More ##### ## Artificial Intelligence - Strategic Portfolio Management (2) Predictive Insights Use artificial intelligence to provide intelligent strategy modelling and proactive risk assessment Virtual Agents Provide an intelligent chatbot or virtual assistant that can answer questions, provide support, and automate tasks related to portfolio management Show More ##### ## Agentic AI - Application Portfolio Management (5) 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 Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Objectives and Key Results (OKR) (2) Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ## Top-Rated Alternatives [ ![Microsoft Project & Portfolio Management](https://images.g2crowd.com/uploads/product/hd_favicon/1500313790/microsoft-microsoft-project-portfolio-management.svg "Microsoft Project & Portfolio Management") Microsoft Project & Portfolio Management 4/5 (1,578) ](https://www.g2.com/products/microsoft-microsoft-project-portfolio-management/reviews) [ ![Oracle Primavera](https://images.g2crowd.com/uploads/product/hd_favicon/56b248a7b6dba6b444c9caa1f618769d/oracle-primavera.svg "Oracle Primavera") Oracle Primavera 4.4/5 (341) ](https://www.g2.com/products/oracle-primavera/reviews) [ ![Clarity](https://images.g2crowd.com/uploads/product/hd_favicon/279ab2028dadc9bfb6b5a245153106e1/broadcom-clarity.svg "Clarity") Clarity 3.7/5 (85) ](https://www.g2.com/products/broadcom-clarity/reviews) [ View All Alternatives ](https://www.g2.com/products/planview-portfolios/competitors/alternatives) Planview Portfolios Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_6664c05b88e4a63ee52969bea59e2b80/broadcom-clarity.png "Product Avatar Image") Clarity 3.7/5 (91) [ Compare Now ](https://www.g2.com/compare/broadcom-clarity-vs-planview-portfolios) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_db523bec9e8fa8211410fe166d953a6f/oracle-primavera.png "Product Avatar Image") Oracle Primavera 4.4/5 (387) [ Compare Now ](https://www.g2.com/compare/oracle-primavera-vs-planview-portfolios) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9c880f7a0d09093f6eb16be07641fccc/opentext-project-and-portfolio-management-ppm.jpeg "Product Avatar Image") Micro Focus Project and Portfolio Management (PPM) 4/5 (29) [ Compare Now ](https://www.g2.com/compare/opentext-project-and-portfolio-management-ppm-vs-planview-portfolios) ##### Categories on G2 [ Project and Portfolio Management ](https://www.g2.com/categories/project-and-portfolio-management)[ Product Management ](https://www.g2.com/categories/product-management-software)[ Objectives and Key Results (OKR) ](https://www.g2.com/categories/objectives-and-key-results-okr) [ Enterprise Feedback Management ](https://www.g2.com/categories/enterprise-feedback-management)[ Strategic Portfolio Management ](https://www.g2.com/categories/strategic-portfolio-management)[ Application Portfolio Management ](https://www.g2.com/categories/application-portfolio-management) Show More ##### Explore More [ What platform integrates website building with marketing automation tools? ](https://www.g2.com/discussions/what-platform-integrates-website-building-with-marketing-automation-tools)[ Top-rated bot platforms for app integration ](https://www.g2.com/discussions/top-rated-bot-platforms-for-app-integration)[ Leading marketing analytics software solutions ](https://www.g2.com/discussions/leading-marketing-analytics-software-solutions) [ Best software for marketing insights and analytics ](https://www.g2.com/discussions/best-software-for-marketing-insights-and-analytics)[ What platform integrates visitor management with access control systems? ](https://www.g2.com/discussions/what-platform-integrates-visitor-management-with-access-control-systems)[ Pros and Cons Details ](https://www.g2.com/products/planview-portfolios/reviews?qs=pros-and-cons) Show More [ What platform integrates website building with marketing automation tools? ](https://www.g2.com/discussions/what-platform-integrates-website-building-with-marketing-automation-tools)[ Top-rated bot platforms for app integration ](https://www.g2.com/discussions/top-rated-bot-platforms-for-app-integration)[ Leading marketing analytics software solutions ](https://www.g2.com/discussions/leading-marketing-analytics-software-solutions) [ Best software for marketing insights and analytics ](https://www.g2.com/discussions/best-software-for-marketing-insights-and-analytics)[ What platform integrates visitor management with access control systems? ](https://www.g2.com/discussions/what-platform-integrates-visitor-management-with-access-control-systems)[ Pros and Cons Details ](https://www.g2.com/products/planview-portfolios/reviews?qs=pros-and-cons)