Planview Portfolios Features

Creates feedback forms that are consistent with the design of the site.

Supports the creation and deployment of different survey types on different channels or devices.

Solicits, captures, and centralizes feedback from both structured and unstructured sources.

Allows designs to adapt automatically to the device that users access the survey or software.

Gauge satisfaction and receive information for improvement and success

Distribute a survey via mobile devices

Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group

Aggregates feedback and transforms feedback into actionable insights.

Triggers creation of a new case after customer leaves feedback.

Analyze collected feedback near or in real-time.

Trigger strategic workflows to quickly resolve issues and increase customer satisfaction.

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Allow reviewers to provide anonymous feedback to encourage honest conversations

Analyze and gain insights into data in real-time

Review data from past periods to reveal recurring tendencies and predict future performance

Receive data and information in real time

Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Provides a secure and compliant system.

Continually inspects, audits, and monitors system to keep it up to date.

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Provides a wiki to keep useful product documentation.

Provides a place for product users to interact and ask questions.

Provides a medium for users to make suggestions for the product.

Calculate NPS of customers

Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager

Allows users to rate their confidence level concerning goal completion.

Integrates with outside business instant messaging tools.

Provides built-in onboarding tools for new user adoption.

Measures the amount of work an employee can handle in a sprint.

Ranks the priority of a task.

provides a Kanban board to visualize tasks.

Enables the creation of custom workflows to facilitate various processes.

Predicts a products release based on the workflow.

Estimate or forecast of a future scenario based on the study of present trends

Arrange tasks based on the level of priority or urgency

Tracks the amount of time spent on a task.

Measures the progress of tasks within a product workflow.

Measures the cost of tasks and enables the allocation of budget to different projects.

Reporting on how each user, task or process has advanced since its initiation

Track the status over time for a request, process, asset, or transaction

Track and document all activities across devices, networks, and other systems

Monitor task progress and planned accomplishments to better manage project status

Track the status and progress of tasks

Monitor the progress of projects from start to finish

Define multiple types of portfolios for projects, programs, and services.

Plan activities and tasks across various portfolios or programs.

Align different kinds of portfolios with business and financial goals.

Create the optimal mix of portfolios to achieve operational and financial goals.

Assign available resources (human and/or non-human) to various projects and tasks

Manage dependencies between projects from one or multiple portfolios.

Assign priorities for projects that are part of portfolios.

Include lean project management features and best practices.

Specify or track the date/time a project, task, etc., is due for completion

Track and manage schedules and meetings via an integrated calendar

Track and monitor efficient handling of all changes/transitions

Identify human and material resources and assign them to projects and portfolios.

Resources can be allocated and reallocated across multiple projects and portfolios.

Improve resource utilization across various projects and portfolios.

Consolidate project and portfolio data from separate sources.

Provide custom project and portfolio monitoring visualizations.

Monitor the performance of different types of portfolios.

Perform risk analysis at the portfolio or project level.

Allows users to make team-wide OKRs.

Allows users to make OKRs for individual team members.

Allows users to arrange tasks and goals in a mind map.

Provides a channel for team members to share media files, communicate, and work together

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Simulate the outcomes of various business case scenarios and mix of projects

Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios

Create plans to implement activities to achieve strategic objectives

Define strategic objectives related to project and portfolio management

Provide a 360 view of all projects and portfolios and their corresponding strategies

Align project and portfolios with the strategic objectives of the company

Mitigate risks related to projects and portfolios that may impact strategic objectives

Deploy strategic planning to project and portfolio management activities

Help with continuous improvement and to adapt to strategy updates and market changes

Assign priorities to projects and portfolios based on strategic objectives

Track the amount of time spent on a job or task

Create, design and manage workflows for repetitive tasks

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Create, manage and track all task activities and progression

Enables creation, management, and tracking of product requirements & features during product production/development

Assign issues and tasks based on availability or required skills

Store, manage, and track all electronic documents in a centralized location

Measure time to completion or hours worked for projects

Track the status over time for a request, process, asset, or transaction

Reporting on how each user, task or process has advanced since its initiation

Log and record hours worked and costs spent to assist in billing and invoicing

Monitor the progress of projects from start to finish

Monitor conversion rates and analyze effectiveness and profitability of marketing efforts

Track and document all activities across devices, networks, and other systems

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Define strategic objectives related to project and portfolio management

Support the creation of roadmaps that visualize the timeline and interdependencies of various portfolio elements

Capture, evaluate, and prioritize demand from different parts of the organization, ensuring that resources are allocated to the most valuable initiatives.

Assist with dynamic portfolio-level resource planning and what-if scenario modeling

Create plans to implement activities to achieve strategic objectives

Simulate the outcomes of various business case scenarios and mix of projects

Assign priorities to projects and portfolios based on strategic objectives

Align project and portfolios with the strategic objectives of the company

Provide a 360 view of all projects and portfolios and their corresponding strategies

Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios

Mitigate risks related to projects and portfolios that may impact strategic objectives

Deploy strategic planning to project and portfolio management activities

Facilitate the process of managing changes within the portfolio, including scope changes, resource adjustments, and schedule updates

Help with continuous improvement and to adapt to strategy updates and market changes

Provide pre-defined strategy models that can be customized and combined by users

Support multiple strategy frameworks such as Balanced scorecard and OKR

Track environmental, social, and governance (ESG) metrics related to portfolios, such as gas emissions or diversity and inclusion

Track the financial performance of portfolios in terms of cost savings, productivity improvements and increasd revenues

Enable forecasting future performance, resource requirements, and potential risks and opportunities

Use artificial intelligence to provide intelligent strategy modelling and proactive risk assessment

Provide an intelligent chatbot or virtual assistant that can answer questions, provide support, and automate tasks related to portfolio management

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Create, manage and track all task activities and progression

Provides a channel for team members to share media files, communicate, and work together

Receive system updates as soon as any changes are made

Define levels of authorization for access to specific files or systems

Manage and track all stages of a product lifecycle, from its conception, design, development, and deployment

Manage and track all internal and external communication conducted via calls, email, text, or chat

Import and export data to and from software applications

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Notifications that are delivered to users as soon as an event occurs

Application programming interface that allows for integration with other systems/databases

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Assemble applications and processes by dragging over and arranging pre-built components

Leave comments and notes on documents for others to view

Customize data fields to support various needs and use cases

Track and manage schedules and meetings via an integrated calendar

Set up connections to third-party platforms to improve business processes

Create, design and manage workflows for repetitive tasks

Track and manage the scheduling of tasks

Enables creation, management, and tracking of product requirements & features during product production/development

Plan and coordinate all the resources, costs and time needed to execute assignments

An @mention is a way to tag or notify a specific person about a message/post

Ability to handle several projects simultaneously

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Organize and schedule projects

Allow users to access multiple services after entering their login credentials once

Store and organize documents in a centralized system

A timeline for taking a project live that outlines what features should be operational at the go-live date

Visualize and analyze customer experience across all touchpoints and channels

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

View and track pertinent metrics to find patterns and gain insights from data

Manage, store and organize emails within the system or via third-party apps

A digital list of items that need to be completed

Gauge satisfaction and receive information for improvement and success

Specify or track the date/time a project, task, etc., is due for completion

Use AI to generate content in the form of text, images, videos, etc.

Identifying desired outcomes and important milestones and creating a plan on how to achieve them

Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects

Receive data and information in real time

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Manage a detailed schedule of a product plan

Create, save, and store files

Protect sensitive data for digital privacy

Pre-designed project plans that can be customized

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, save, and re-purpose templates for emails, forms, etc.

Allow guests to view the software and interact with users

Graphical representation of data or processes

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Measure employee engagement and loyalty towards a business using the Net Promoter Score

Notifications that are delivered to users as soon as an event occurs

Pre-written repository of questions that can be reused within a course or for assessment or interviews

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Graphical representation of data

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

Ratings/Reviews

Identify, track, and respond to negative feedback

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Manage, store and organize emails within the system or via third-party apps

Leave comments and notes on documents for others to view

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Set up connections to third-party platforms to improve business processes

Create, save, and re-purpose templates for emails, forms, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Open text box field

Tailored or customizable questions for more targeted and relevant data collection

View and track pertinent metrics to find patterns and gain insights from data

Active reporting of data and metrics

Add customized logos and colors to align with company branding

Capability of a software or system to make decisions and perform actions based on specified conditions

Seamlessly integrates with 3rd party websites

Search and filter data across systems to locate required information by entering keywords or certain criteria

Provides a channel for team members to share media files, communicate, and work together

Application programming interface that allows for integration with other systems/databases

Calculate NPS of customers

Manage and support multiple languages

Create and administer polls and surveys

Group leads or contacts based on their specific characteristics

Process of dividing customers into groups based on common characteristics

Timed notification for any upcoming task, deadline, appointment, or activity

Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels

Define levels of authorization for access to specific files or systems

An extended application or connector that enables users to perform additional services with their current set of tools

Pre-designed layouts that can be customized to match preferences and requirements

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Customize data fields to support various needs and use cases

Survey design technique that directs respondents to different questions based on their previous answers

Provides a channel for team members to share media files, communicate, and work together

Create budgets based on historical data and future projections

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Estimate or forecast of a future scenario based on the study of present trends

Forecast customer demand using historical insights and simulations

Ability to handle several projects simultaneously

Set up connections to third-party platforms to improve business processes

Customize data fields to support various needs and use cases

Alter the layout and content of reports

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

View and track pertinent metrics to find patterns and gain insights from data

Application programming interface that allows for integration with other systems/databases

Pre-designed project plans that can be customized

Leave comments and notes on documents for others to view

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more

Receive system updates as soon as any changes are made

Create, manage, or update project workflows.

Track and manage the scheduling of tasks

Use AI to generate content in the form of text, images, videos, etc.

Assemble applications and processes by dragging over and arranging pre-built components

Identify, track, and respond to negative feedback

Manage and track all internal and external communication conducted via calls, email, text, or chat

Timed notification for any upcoming task, deadline, appointment, or activity

Active reporting of data and metrics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized storage for employee data, records, and performance metrics

Organize and manage the accomplishments and development of employees or performance of applications or systems

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Track the status and progress of tasks

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Arrange tasks based on the level of priority or urgency

Track and document all activities across devices, networks, and other systems

Alter the layout and content of reports

Assemble applications and processes by dragging over and arranging pre-built components

Reporting on how each user, task or process has advanced since its initiation

Organize and schedule projects

Graphical representation of data

Search and filter data across systems to locate required information by entering keywords or certain criteria

Application programming interface that allows for integration with other systems/databases

Establish measurable goals and objectives and track their progress over a specific period of time

Create, manage and track all task activities and progression

Receive system updates as soon as any changes are made

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Document and report the progress of ongoing projects

Allow users to access multiple services after entering their login credentials once

Allows employees to set and manage work or career related goals

Plan and coordinate all the resources, costs and time needed to execute assignments

Alter the layout and content of dashboards

Receive data and information in real time

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them

Use AI to generate content in the form of text, images, videos, etc.

Create, design and manage workflows for repetitive tasks

Configure existing workflows to meet your organization's needs

Store and organize documents in a centralized system

Create, save, and re-purpose templates for emails, forms, etc.

Leave comments and notes on documents for others to view

Tracking the status of previously identified performance measurements

Track employee schedules, availability, and performance across projects and tasks

Pre-designed layouts that can be customized to match preferences and requirements