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 a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business.
Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams.
With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients.
The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources.
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ClosedLoop AI
ClosedLoop AI is a product intelligence platform that transforms customer conversations into prioritized, outcome-driven insights. It automatically captures and structures feedback from tools like Slack, Gong, Zendesk, HubSpot, and Intercom without manual tagging. The platform extracts key signals such as pain points, feature requests, deal blockers, and workarounds from every interaction. Using AI-powered pattern detection, it clusters related feedback and highlights emerging trends across multiple channels. Outcome scoring connects each signal to business metrics like retention, expansion, adoption, and revenue impact. Teams can query their data using natural language or receive scheduled intelligence briefs tailored to their role. By turning raw feedback into actionable evidence, ClosedLoop AI helps product, engineering, and customer-facing teams make smarter roadmap decisions.
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