Planview ProjectAdvantage Features
Tasks (6)
Creation & Assignment
Create and assign tasks for individual users with details and due dates.
Due Dates
Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization
Set priority levels on tasks so individuals can organize their work.
To-Do Lists
Each user can view their list of tasks to be completed without having access to other tasks.
Dependencies
Define dependencies between tasks and the rules to manage them.
Drag & Drop
Users can move tasks and change dependencies using drag and drop.
Projects (10)
Planning
Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map
Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT
Provide visual representations of tasks, dependencies, and progress.
Calendar View
Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views
Create customized project views for internal and external purposes (eg: for customers).
Project Budgeting
Associate a budget with a project and allocate it accordingly by task or resource.
Templates
Provide standards templates that can be customized by users to create new projects.
Critical Path
Automatically calculate the critical path for projects and update it when projects change.
Time & Expense
Track time and expenses associated with projects or tasks.
Methodologies
Support agile and waterfall project management methodologies.
Resource Management (6)
Resource Definiton
Create human and material resources and categorize them based on skills and other criteria.
Capacity
Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling
Allocate resources by matching capacity and demand, by project, team, or department.
Definition
Based on 23 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Identify human and material resources and assign them to projects and portfolios.
Allocation
Based on 22 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Resources can be allocated and reallocated across multiple projects and portfolios.
Optimization
Based on 19 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Improve resource utilization across various projects and portfolios.
Project Monitoring (3)
Baselining / KPIs
Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation
Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards
Deliver dashboards that display project data and KPIs in real time.
Portfolio Management (4)
Portfolio Types
Based on 23 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Define multiple types of portfolios for projects, programs, and services.
Planning
Based on 23 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Plan activities and tasks across various portfolios or programs.
Alignment
Align different kinds of portfolios with business and financial goals. 20 reviewers of Planview ProjectAdvantage have provided feedback on this feature.
Portfolio Mix
Based on 17 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Create the optimal mix of portfolios to achieve operational and financial goals.
Project Management (3)
Dependencies
Based on 23 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Manage dependencies between projects from one or multiple portfolios.
Priorities
Based on 19 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Assign priorities for projects that are part of portfolios.
Lean Management
Based on 12 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Include lean project management features and best practices.
Data & Analytics (4)
Data Consolidation
Based on 19 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Consolidate project and portfolio data from separate sources.
Visualizations
Based on 21 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Provide custom project and portfolio monitoring visualizations.
Performance
Based on 22 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Monitor the performance of different types of portfolios.
Risk Analysis
Based on 13 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Perform risk analysis at the portfolio or project level.
Cost Tracking (3)
Identification
Capture costs at different stages of the project
Allocation
Allocate costs to resources, tasks, or projects
Standard Costs
Define standard costs for resources and activities
Planning (3)
Budgeting
Provide templates to create budgets for project or portfolio of projects.
Scope
Define the scope of the project to determine and document project goals.
Schedule
Create schedules for operations that need to be performed at each stage of the project.
Management (3)
Workflows
Include workflows to assign tasks, monitor work in progress, and for approvals.
Cost Control
Monitor spend and expenses at every phase of the project and compare with budgets.
Documents
Maintain a repository of documents related to the product, such as technical specifications or contracts
Prepare (4)
Strategy Map
Create and manage maps for multiple strategies at the department or company level.
Strategy Model
Provide pre-defined strategy models that can be customized and combined by users
Rules
Define rules to assign employees and resources to various strategic plans
Frameworks
Support multiple strategy frameworks such as Balanced scorecard and OKR
Plan (4)
Vision Statement
Adds values, mission and vision statements to strategy plans
Goals
Assigns goals to strategic plans and define owners and milestones for each goal.
Collaboration
Allow users from multiple teams to collaborate on strategic planning and implementation.
Cascade Planning
Ensures that various teams, departments, and business entities are aligned with the strategy of the company.
Optimize (3)
Progress Tracking
Monitor the progress of all activities related to strategy and identify opportunities for improvement.
KPIs
Include KPIs to track the status and success of strategic operations.
OKR
Define and monitor objectives, and key results (OKR).
Execute (4)
Performance
Track the performance of strategy execution tasks and identity opportunities for improvement
Communication
Clearly communicate how strategy plans should be implemented accross all departments of the company
Alignment
Align all staheholders involved to improve collaboration, visibility, and performance
Performance
Track the performance of strategy execution tasks and identity opportunities for improvement
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.
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
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
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
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
Artificial Intelligence - Strategic Portfolio Management (3)
Process Intelligence
Optimize workflows and processes using machine learning and natural language processing (NLP)
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
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





