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.

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.

Provides a secure and compliant system.

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

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.

Allows managers and peers to provide feedback on goal progress.

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.

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.

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.

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.

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.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

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

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