with Planview^® AdaptiveWork AI-powered portfolio and work management software

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• Sentiment Analysis acts as an early warning system in project monitoring to identify potential risks and issues that could prevent successful completion. Play
  Sentiment Analysis

  Address risks and issues before they arise

  Sentiment Analysis provides an early warning system within status and project views to address potential risks and issues inhibiting the successful completion of projects and programs.

  • Transform unstructured text data into actionable insights
  • Fully integrated within AdaptiveWork to provide real-time sentiment scoring
  • Provides early indicators of risk to address for better project success
• Get a clear picture of current and future resource demands. Use Planview AdaptiveWork to visualize resource constraints, adjust overallocations, and reassign work. View
  Capacity Planning And Resource Management

  Get a clear picture of current and future work demands

  See at a glance the projects and tasks each team member is working on. With a few clicks review the impact to your teams’ resource load by including or excluding projects.

  • Plan the impact of future projects – Forecast, model and automate your plans with real-time data
  • Develop "what if" scenarios and gain the insights you need to determine capacity and allocate the right amount of resources at the right time
  • Team members get automatic updates whenever changes are made that affect them, and with centralized communications
• Planview AdaptiveWork helps you act faster to ensure all work efforts are optimized to deliver timely and impactful results. View
  Adaptability

  Visualize the portfolio and pivot quickly when business needs change

  Easily configure Planview AdaptiveWork to fit how your business works. Empower all levels of the organization with 360-degree real-time information so they can make immediate data-driven decisions. Reconfigure or launch new processes at any time without delay or costly customization.

  Track trends, costs, and other enterprise-wide activities and share this data with stakeholders in order to make smarter, proactive business decisions.

  • Align with business priorities with a clear line of sight across your entire organization’s portfolio of work
  • Support diverse teams with highly configurable workflow processes, integrations, and dynamic rule sets so they can collaborate, align communications, and streamline their efforts
  • Anticipate and prepare for challenges, identify blockers and potential impacts – both at the team level and across the business
• Leverage out-of-the-box reports and dashboards or easily build your own in Planview AdaptiveWork. View
  Visibility

  Spend less time aggregating data and more time acting on it

  A single source of truth across your organization ensures that the information you act on is accurate and complete. Provide your teams with the real-time data they need to monitor progress, identify trends, and make quick, informed decisions.

  • Leaders see the big picture, optimizing resources and aligning efforts to strategic goals
  • Real-time insights help teams address potential issues faster, staying agile in a changing environment
  • Transparency across all workstreams reduces delays and ensures confidence in decision-making
  • Seamless integrations with business-critical systems provide a comprehensive view of operations
• Promote efficient operations across any type of work – structured, ad hoc, and agile – all within Planview AdaptiveWork. View
  Productivity

  Empower every team to reach their goals by working the way they work best

  Minimize project risk and time spent on mundane tasks by automating complex or repetitive tasks to save time, improve work consistency, and increase engagement.

  • Data-driven resource and financial management workspaces provide full visibility into project health and improve business decisions
  • Slide Publisher saves valuable time by automatically creating up-to-the minute status reports in your own branded PowerPoint template
  • Simplify and better manage how you keep track and report on time and expense
• Communicate and collaborate in context around your work, and deliver results with Planview AdaptiveWork. View
  Collaboration

  Keep all stakeholders informed and aligned

  Connect teams to align communications, eliminate duplicate work, and productively collaborate to move faster on the business objectives at hand.

  • Discussions, emails, files, and links can be shared across both internal and external stakeholders to create a rich project archive
  • Centralized digital proofing and approval process keeps everyone in sync
  • AdaptiveWork Bot increases engagement among teams where they already spend time, in Microsoft Teams and Slack
• Centralize project financials with more accuracy within Planview AdaptiveWork. View
  Financial Management

  Know the bottom line of every project decision

  Uncover the real cost of your work and ensure you’re making the right tradeoffs by connecting project financials to actual project performance. Plan, set budgets, and make real-time updates to the actuals so all stakeholders are always up to date.

  Track all expenses by employee, department, task, or work item, and link them back to the appropriate projects. Monitor expenses to ensure every project stays within budget.

  • Track time spent on projects and set job-based rates to estimate the cost of labor or bill rates to measure margin
  • Use utilization trends to increase the accuracy of your plans and forecasts
  • Tangibly measure the impact of risks, issues, and change requests through the entire project lifecycle
• AI-powered project intelligence combines predictive insights, automated recommendations, and intelligent communication to help project managers deliver outstanding project outcomes with increased efficiency. View
  AI-Powered Project Management

  Give project managers AI superpowers for exceptional project delivery

  Empower project managers with AI that acts as an intelligent project partner, providing real-time insights and automated support to ensure every project exceeds expectations. Planview Anvi changes how project managers work by delivering contextual intelligence, proactive recommendations, and agent actions.

  • Predict and prevent project risks with AI sentiment analysis and intelligent monitoring
  • Accelerate decision-making through conversational AI that analyzes data and recommends actions
  • Automate project communication with AI-generated summaries and professional updates
  • Optimize project focus with intelligent prioritization and actionable next steps

  Boost Project Manager Productivity

  Give your project managers AI capabilities that amplify their expertise and automate routine tasks. From intelligent text assistance that improves communication to conversational insights that reveal hidden project patterns, Anvi helps project managers become project delivery champions who consistently exceed expectations.

• Planning
• Analytics & Reporting
• Project & Work Management
• Team Delivery
• Financial Management
• Artificial Intelligence

• Align to company strategy and ensure your workforce is as effective as possible, focused on delivery of the right things at the right time.

  • Demand Management

    Track, manage, and prioritize work requests and ensure all requests automatically include all relevant details needed to execute.

  • Client Project Planning

    Bi-directional integration with your CRM using custom triggers to capture opportunity details for planning your client projects.

  • Request Intake

    Automate and manage the different stages (submission, scoring, prioritization, routing, and approval) of the request process to be considered for conversion into projects, work, or tasks.

  • Capacity Planning

    Get a full picture of your organization’s capacity versus demand, with full visibility into your teams’ availability, so that you can better plan and optimize the assignment of resources across projects.

  • Resource Planning

    Identify under- and over-utilized resources, balance workload, and optimize by time phase to achieve full resource utilization and ensure teams are working on the right projects at the right time.

  • Portfolio Management

    Centralize work across teams, projects, departments, regions, and clients to visualize blockers and/or potential impacts. Align investments with organizational priorities, and create consistent processes and standards.

• Create a single line of sight and visibility across adaptive plans and work to make the best and most accurate data-based decisions.

  • Dynamic Reports and Dashboards

    Create and share configurable reports and dashboards to quickly understand all aspects and status of projects and engagements, ensuring they are on track and drive value, quickly and effectively.

  • External Communication Tools

    Streamline visibility with access to embedded or linked dashboards, widgets, and communication tools with contextual information for executives and external stakeholders without needing to log into Planview AdaptiveWork.

  • Portfolio Roadmaps

    Interactive visualization allows you to review and assess strategies. Information can be grouped by any level – products, teams, programs, customers, etc.

  • Goals Management

    Define objectives, targets, and contributions to connect strategy to plans, actions, and delivery. Measure success of your organization’s strategies and goals.

  • Automated PowerPoint Reports

    Automate the creation of presentation-ready real-time content built in your own branded PowerPoint template with Planview AdaptiveWork’s Slide Publisher.

  • Risk Management

    Identify and manage risks relating to your projects. Track, log and manage issues – easily create a risk register and proactively devise a mitigation strategy.

  • Centralized Data & Architecture

    Automatically centralize, organize, and contextualize all data and activities, and link them to the appropriate work. Support for all users in a single instance with permission controls to manage who can see what.

• Centralize, automate, and optimize planning and administration for all project execution to keep teams and customers connected to strategy.

  • Project Detail Planning

    Quickly establish a timeline with Gantt charts and work breakdown structures to show milestones, due dates, deliverables, and interdependencies. Take advantage of prebuilt templates to simplify the job even more.

  • Resource Management

    Gain real-time insight into your available resources and their current workloads. Optimizing resource and staffing utilization to ensure on-time project and client work delivery.

  • Workflow Automation & Processes

    Streamline and standardize by automating repeatable processes, alerts, and workflows to match the way you, your teams, and business want to work. Minimize risk, increase consistency, and reduce time spent on manual tasks.

  • Project Templates

    Access out-of-the-box templates or create your own to automate project creation based on custom triggers, workflows, and inputs from other systems such as Salesforce. Tailor capabilities to suit business-specific needs.

  • Customer Account Profiles

    Native customer records shows all related contacts, projects, and delivery team discussions for a comprehensive view of each of your customers.

• Empower teams and visualize hybrid project and work execution: Improve consistency, adoption, and communications to accelerate delivery.

  • Planview Adopt

    Accelerate user adoption and ensure your teams are using the platform effectively with custom guides, wizards, tours and feedback tools.

  • Hybrid Work Management

    Support your teams and how they want to work, whether it’s traditional waterfall, collaborative work, agile/scrum, or somewhere in between. Connect to Agile work tools like Jira to roll up delivery from external systems.

  • Agile Task Management

    Backlog prioritization and sprint planning in Kanban-style workspaces ensure that your team’s entire workload will be handled quickly and efficiently.

  • Personalized Workflows

    Empower users with a flexible, intuitive interface that fits their way of working. Keep teams more organized in real-time by using multiple boards in each workspace and create custom stages to reflect their workflows.

  • Mobile App

    Mobile app mirrors the full functionality of our web application, creating a seamless, consistent user experience between devices.

  • External Collaborator

    Intuitive, one-stop-shop portal that provides access for external users and guests to their projects, files, conversations, and requests — no training required.

  • In-Context Discussions

    Easy-to-use social-style discussions in the context of the work supports collaboration and connects team members and stakeholders to accelerate the delivery of work.

• Capture all financials on projects and work – from labor or non-labor, CAPEX vs. OPEX, billable vs. non-billable. Adapt as needs change.

  • Budget Tracking

    Monitor expenses to ensure every project stays within budget. Set hourly rates on a global basis as well as by role, user, or project.

  • Time and Expense Tracking

    Track all billable and non-billable hours automatically to the appropriate work item or project and streamline the approval process. Let users submit time without ever leaving Microsoft Teams or Slack.

  • Utilization Trend Analysis

    Use utilization trends to increase the accuracy of your plans and forecasts. Ensure ROI of your deployed resources by comparing billable versus non-billable work.

  • Revenue Forecasting

    Gain detailed visibility into expected revenue and your return on investment so you can better plan for your client engagements.

  • Rate Cards

    Define specific resource rates for clarity in billing, costs, and revenue.

• Through Planview Anvi, get expert guidance and data-driven execution powered by decades of experience and domain intelligence.

  • Project Sentiment & Risk Assessment

    Automatically track and analyze sentiment across all project communications and status updates, providing real-time insights into team morale and project satisfaction to identify potential issues before they impact delivery.

  • Communication and Reporting Assistant

    Generate comprehensive project summaries and executive updates instantly through conversational AI, creating professional status reports and communications for stakeholders that highlight key metrics, risks, and achievements.

  • Conversational Project Intelligence

    Ask natural language questions about your projects and receive instant AI-powered analysis of project data, identifying risks, bottlenecks, and opportunities with contextual insights and recommended actions tailored to your business needs.

  • Text Editing

    AI-powered writing enhancement that automatically improves, translates, and optimizes text across all fields, ensuring clear communication and professional presentation throughout your organization.

  • Contextual Product and Process Guidance

    Access instant, intelligent assistance for software features and your custom documentation through conversational AI that provides step-by-step guidance tailored to your specific workflows and needs.

  • Smart Project Prioritization

    Receive AI-driven expert recommendations that analyze project health, resource constraints, and business impact to automatically identify which projects need immediate attention and provide actionable steps to optimize delivery.

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