Planview Portfolios
Planview® Portfolios enables enterprises to accelerate strategic execution by seamlessly integrating business and technology planning, optimizing resources, and leveraging the power of embedded AI — Planview Anvi™ — to deliver breakthrough products, services, and customer experiences. This unified approach aligns strategy with execution, driving enhanced business performance across the organization.
By empowering teams to strategically allocate resources and accelerate high-priority initiatives, Portfolios helps organizations adapt to change and respond to shifting market demands with greater agility. It increases speed-to-value, improves responsiveness, and ensures that every strategic investment delivers measurable business impact.
To support end-to-end work orchestration, Planview Portfolios provides robust, comprehensive capabilities across five key pillars that work together to drive organizational success — Strategy, Planning, Execution, Analytics & Reporting, and AI.
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Project Insight
Project Insight is project and portfolio management software built for growing teams and businesses. It brings all your project work together from across departments and software tools, helping you streamline workflows, automate processes, and make faster, more accurate decisions with real-time data.
Manage work dynamically at the project, program, and portfolio levels to keep teams aligned and focused on strategic goals. Roll up details like status, resources, budgets, and risks instantly, so you can stay ahead of challenges and drive results.
Connect Project Insight with the tools you already use — including Azure DevOps, Jira, Microsoft Project, Salesforce, and ServiceNow — to reduce manual work, break down silos, and improve collaboration across your organization.
Leverage AI to predict future capacity, balance workloads, and suggest the best resources for every project. Use AI-powered search to quickly surface project data and keep work moving forward.
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Elate
Elate is an AI-powered strategy execution platform that helps organizations plan, track, and execute their strategic initiatives in one system. Built for Strategy, Operations, and Chief of Staff leaders, Elate provides structured tools for creating strategic plans, managing objectives and initiatives, and monitoring progress across complex orgs.
Teams use Elate to define objectives, connect initiatives and outcomes, assign ownership, and maintain alignment across departments. Real-time dashboards and hierarchy views show how work rolls up to organizational priorities and where execution may be at risk.
Elate includes Strategy Advisor, a strategy-specific AI capability that analyzes plan structure and progress updates to identify risks, summarize status, and surface insights for better decision making. Reporting tools generate leadership-ready summaries and reduce manual reporting effort.
Elate acts as a strategy execution partner, not a project or portfolio management tool.
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