Planview ProjectAdvantage Features

Create and assign tasks for individual users with details and due dates.

Set deadlines and milestones for tasks, manually or automatically (based on project templates).

Set priority levels on tasks so individuals can organize their work.

Each user can view their list of tasks to be completed without having access to other tasks.

Define dependencies between tasks and the rules to manage them.

Users can move tasks and change dependencies using drag and drop.

Plan and create work breakdown structure (WBS) based on the scope of the project.

Projects can be mapped out with milestones, due dates, deliverables and interdependencies.

Provide visual representations of tasks, dependencies, and progress.

Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.

Create customized project views for internal and external purposes (eg: for customers).

Associate a budget with a project and allocate it accordingly by task or resource.

Provide standards templates that can be customized by users to create new projects.

Automatically calculate the critical path for projects and update it when projects change.

Track time and expenses associated with projects or tasks.

Support agile and waterfall project management methodologies.

Create human and material resources and categorize them based on skills and other criteria.

Monitor capacity in real time to track resource use and identify bottlenecks.

Allocate resources by matching capacity and demand, by project, team, or department.

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.

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.

Based on 19 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Improve resource utilization across various projects and portfolios.

Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.

Monitor resource allocation to identify shortages and adjust accordingly.

Deliver dashboards that display project data and KPIs in real time.

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.

Based on 23 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Plan activities and tasks across various portfolios or programs.

Align different kinds of portfolios with business and financial goals. 20 reviewers of Planview ProjectAdvantage have provided feedback on this feature.

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.

Based on 23 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Manage dependencies between projects from one or multiple portfolios.

Based on 19 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Assign priorities for projects that are part of portfolios.

Based on 12 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Include lean project management features and best practices.

Based on 19 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Consolidate project and portfolio data from separate sources.

Based on 21 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Provide custom project and portfolio monitoring visualizations.

Based on 22 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Monitor the performance of different types of portfolios.

Based on 13 Planview ProjectAdvantage reviews and verified by the G2 Product R&D team. Perform risk analysis at the portfolio or project level.

Capture costs at different stages of the project

Allocate costs to resources, tasks, or projects

Define standard costs for resources and activities

Provide templates to create budgets for project or portfolio of projects.

Define the scope of the project to determine and document project goals.

Create schedules for operations that need to be performed at each stage of the project.

Include workflows to assign tasks, monitor work in progress, and for approvals.

Monitor spend and expenses at every phase of the project and compare with budgets.

Maintain a repository of documents related to the product, such as technical specifications or contracts

Create and manage maps for multiple strategies at the department or company level.

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

Define rules to assign employees and resources to various strategic plans

Support multiple strategy frameworks such as Balanced scorecard and OKR

Adds values, mission and vision statements to strategy plans

Assigns goals to strategic plans and define owners and milestones for each goal.

Allow users from multiple teams to collaborate on strategic planning and implementation.

Ensures that various teams, departments, and business entities are aligned with the strategy of the company.

Monitor the progress of all activities related to strategy and identify opportunities for improvement.

Include KPIs to track the status and success of strategic operations.

Define and monitor objectives, and key results (OKR).

Track the performance of strategy execution tasks and identity opportunities for improvement

Clearly communicate how strategy plans should be implemented accross all departments of the company

Align all staheholders involved to improve collaboration, visibility, and performance

Track the performance of strategy execution tasks and identity opportunities for improvement

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

Optimize workflows and processes using machine learning and natural language processing (NLP)

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

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives