Maximize Portfolio Value with Planview® Advisor software

Planview Advisor enables portfolio leaders to connect strategy and performance to optimize return on investment during even the most uncertain times.

Turn uncertainty into opportunity with Planview Advisor How you allocate investments within your portfolio has a sizeable impact on overall company performance. To successfully balance strategic investments between long-term and short-term opportunities, portfolio leaders must evaluate risk across various assumptions, scenarios, and interdependencies. Planview Advisor enables comprehensive valuation while incorporating uncertainty to inform big bets and deliver on the strategic goals of your organization.

Features

• **Portfolio Prioritization: **Rank initiatives according to a wide range of flexible criteria that best match your business goals and objectives.
• **Portfolio Optimization: **Employ the built-in optimization engine to recommend which initiatives best meet competing sets of objectives without exceeding available funding.
• **Meeting-ready Analysis: **Advisor is designed to respond to real-time feedback from executives and drive decision-making in portfolio meetings.
• **Drill-down Support: **Stop creating back-up slides filled with meta data; Advisor’s drill-down capability offers quick access to all data to respond to in-meeting questions.
• **Powerful Analytics: **Leave Excel behind with multi-dimensional array analytics and built-in simulation, tailored to the way you value products within your business.
• **Comprehensive Valuations: **Assess all the factors that drive your business decisions before you make critical strategic investment decisions.
• **Workflow Management: **Optional workflow management assures that data is approved before going live to the portfolio.
• **Audit History: **Advisor’s publication feature tracks who changed what when, allowing you a full audit trail of changes to initiative data.
• **Variance Analysis: **Built-in variance analysis lets you compare current thinking with alternative scenarios or historical data.
• **Portfolio-focused Visualizations: **Go beyond bars and bubbles to support your decision-making with bullseye, flag, treemap, waterfall, and brick charts.
• **Automated Reporting: **Eliminate spreadsheets and time-consuming manual processes. Get configurable portfolio review and out-of-the-box reports.
• **Saved Views: **Save your go-to visualizations for yourself, share with others, or make them available to everyone.
• **On-the-fly Dashboard Creation: **Configure dashboards to answer your critical portfolio questions in a single view to expedite executive decisions.
• **One-click Exports: **Export entire PowerPoint presentations in a single click, or individual visualizations as images or PDFs.
• **Capture Forecast Uncertainty: **Explicitly capture the cost, schedule, and value risks of each product by building uncertainty into the genesis of your forecasts.
• **Monte Carlo Simulation: **Fully understand the impact of uncertainty on the entire portfolio through embedded Monte Carlo and other simulation techniques.
• **Sensitivity Analysis: **Understand the key drivers of portfolio risk through sensitivity analysis and tornado diagrams.
• **Risk Aggregation: **Understand how individual risks impact the entire portfolio, including dependencies across all initiatives.
• **Broad Probabilistic Support: **Advisor supports dozens of common probability distributions, ensuring your data can be forecasted the way you need it.
• **Flexible Scenarios: **Create multiple development and value scenarios for each initiative to understand which combinations work best within your portfolio.
• **Portfolio Trade-offs: **Create alternative portfolios with built-in tools, visualize trade-offs, and select which portfolio best meets your organization’s objectives.
• **Portfolio What-if Analysis: **Effectively visualize the impact of value reductions, cost overruns, and delays on portfolio value.
• **Portfolio Waterfalls: **Dive deep into the differences among portfolio scenarios, highlighting which investments drive the greatest differences in value.
• **Forward-looking Planning: **Layer in existing initiatives, future projects, and potential investments such as partnerships or acquisitions to develop a complete picture of your organization’s future.
• **Excel Uploads: **Upload data for individual initiatives from your existing Excel spreadsheets, or from a single spreadsheet containing data about your entire portfolio.
• **Data Shuttle: **Based on inputs you select, quickly generate Excel files that can be used to export and import data.
• **CSV Imports and Exports: **Leverage CSV files to provide secure, simple data transfer both to and from your internal data repositories.
• **RESTful Services: **Built-in secure pathway to connect to your internal databases and applications.