Planview

What Planview does

Planview is a private enterprise software company founded in 1989 and headquartered in Austin, Texas, that provides an AI-driven strategic portfolio management and connected work platform to over 3,000 large enterprises, including 45% of the Fortune 100. The platform unifies strategy, funding, capacity, and execution outcomes through core products such as Planview Anvi (next-generation enterprise AI launched October 2025), Planview Portfolios (strategic portfolio management), Planview Hub (an integration engine with 60+ tool integrations including Jira, Azure DevOps, and ServiceNow), and a suite of acquired brands including Sciforma, Plutora, Clarizen, LeanKit, Tasktop, and Innotas. AI capabilities span generative AI, predictive analytics, autonomous agent resource management, anomaly detection, and knowledge retrieval, with Anvi-powered products such as the Connected Work Graph and Outcome Intelligence Graph built on AWS Bedrock, Snowflake, and Anthropic infrastructure.

The company operates a quote-based enterprise subscription model with annual or multi-year contracts, sold through direct field sales teams and a network of 138+ channel partners across North America, EMEA, APAC, and the Middle East. Customer segments span Financial Services, Technology and Software, Healthcare and Life Sciences, Manufacturing and Industrials, Consumer Goods and Retail, and Transformation Office/EPMO functions, with marquee logos including NatWest, JPMorgan Chase, HSBC, Santander, Volvo, Siemens, UPS, FedEx, Procter & Gamble, Novartis, ExxonMobil, and Chevron. Planview generated nearly $500 million in record revenue in 2025, supported by a heavy acquisition strategy (Sciforma in February 2025, Plutora in September 2024, Enrich in 2022, among others), with 3.1 million users on the platform as of 2026. The company has been named a Leader in the Gartner Magic Quadrant for Strategic Portfolio Management for five consecutive years and carries institutional debt, having contacted private credit firms to refinance maturities in March 2026.

Name

Planview

Legal name

Planview Inc.

Website

https://planview.com

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Planview is a private Austin-based enterprise software company providing an AI-driven strategic portfolio management and connected work platform to over 3,000 large enterprises, including 45% of the Fortune 100, generating nearly $500 million in 2025 revenue through subscription SaaS.

Ownership category

akta.pro rank

Product category

Enterprise Strategic Portfolio Management Software

NAICS

Software Publishers (513210), Computer Systems Design Services (541512)

SIC

Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Enterprise AI Data & Knowledge Platforms (Vector Databases, Knowledge Graphs) (HDAEANAH)

akta.pro secondary industry

Enterprise Architecture & IT Operating Model (BPAHAEAB)

Keywords

• Strategic portfolio management
• Digital product delivery
• Project portfolio management
• Enterprise agile planning
• Value stream management

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription Licenses: Enterprise software subscription model with recurring annual or multi-year contracts. Customers pay for access to the Planview platform including Strategic Portfolio Management, Digital Product Development, and related modules. Revenue forecast of nearly $500 million in 2025 indicates strong recurring revenue base.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels10 records

Core offering

Planview sells a unified AI-driven platform for strategic portfolio management, digital product delivery, project portfolio management, enterprise agile planning, value stream management, and professional services automation. The platform connects strategy, funding, capacity, and execution outcomes across the enterprise, integrating with 60+ tools such as Jira, Azure DevOps, ServiceNow, and IBM Engineering Workflow Management. It is sold as a SaaS subscription to large enterprises through direct sales and a global partner channel.

Product overview

Planview is a strategic portfolio management and digital product development platform operating as a platform-plus-modules architecture. The core platform connects strategy, funding, capacity, and outcomes through a unified connected work model. Key products include Planview Anvi (enterprise AI platform), Planview Portfolios (strategic portfolio management), Planview Hub (integration engine with 60+ integrations), Planview AdaptiveWork (work management), Planview AgilePlace (agile planning), and Planview ProjectAdvantage (PPM). The platform also incorporates acquired brands including Tasktop Viz/Hub, Sciforma, Plutora, Clarizen, LeanKit, Innotas, and others, all integrated into the unified platform. Solutions span Strategic Portfolio Management, Software Product Delivery, Project Portfolio Management, New Product Development, Value Stream Management, Enterprise Agile Planning, and Professional Services Automation.

Differentiator

Problem solved

Functional benefit

Brands

• Planview Anvi: Next Generation Enterprise AI for Connected Work - AI-powered solution connecting strategic initiatives to execution outcomes
• Planview AdaptiveWork
• Planview AgilePlace
• Planview Portfolios
• Planview ProjectPlace
• Planview Hub
• Planview Viz
• Planview PPM Pro
• Planview Release
• Planview Enterprise Architecture
• Planview IdeaPlace
• Planview Roadmaps
• Planview Advisor
• Planview Verify
• Planview ChangePoint
• Planview Adopt
• Planview ProjectAdvantage

Products and services

• Planview Anvi Next-generation enterprise AI platform for connected work that connects strategic initiatives to execution outcomes through deep domain expertise, contextual understanding of organizational data, and intelligent coordination. Powers the Outcome Intelligence Graph, Connected Work Graph, Anvi-powered Scenario Planning, and Anvi MCP Server.
• Planview Portfolios Strategic portfolio management solution enabling organizations to fund the right initiatives and prove what they paid off through investment-to-outcome tracking, capacity planning, and dynamic resource reallocation.
• Planview AdaptiveWork Enterprise work management platform for collaborative work management across teams and methodologies, supporting project, program, and portfolio planning with configurable workflows.
• Planview AgilePlace Agile visualization and team collaboration platform (formerly LeanKit) for enterprise agile planning and Kanban-based work management across distributed teams.
• Planview Hub Enterprise-grade integration engine providing 60+ market-leading integrations to connect disparate tools and systems (Jira, Azure DevOps, ServiceNow, IBM EWM, Jama, Micro Focus ALM) for unified portfolio visibility.
• Planview Viz Visualization tool for value stream management that helps organizations understand and optimize the flow of work across toolchains using flow metrics and dependency analysis.
• Planview Release Release management solution (formerly Plutora) providing software delivery visibility, release planning, and deployment management capabilities across enterprise delivery pipelines.
• Planview ProjectAdvantage Project and portfolio management (PPM) software solution acquired in 2025 providing a flexible platform for strategic planning, project delivery, and value realization across organizations in 22 countries.
• Planview PPM Pro Project portfolio management software (formerly Innotas) for delivering projects at scale with resource and financial management, delivered as a cloud PPM platform.
• Planview ProjectPlace Collaborative work management software for teams to plan, track, and deliver projects together with visual planning boards and document collaboration.
• Planview ChangePoint Portfolio and project management solution for enterprise transformation and governance, supporting PSO, EPMO, and finance-led portfolio management use cases.
• Planview Enterprise Architecture Enterprise architecture solution connecting strategic initiatives to technical execution, infrastructure decisions, and application portfolio rationalization.
• Planview Advisor Portfolio advisory and recommendation engine providing AI-driven insights and guidance for strategic portfolio decision-making.
• Planview IdeaPlace Innovation and idea management solution for capturing, evaluating, and prioritizing ideas within enterprise portfolio management workflows.
• Planview Verify Portfolio verification and validation solution ensuring initiatives meet intended outcomes and strategic objectives through structured gating and review processes.
• Planview Roadmaps Strategic roadmapping tool for visualizing and communicating initiative timelines, dependencies, and resource allocation across business units.
• Planview Adopt Change management and adoption solution helping organizations drive user adoption of portfolio management practices and platform capabilities across the enterprise.
• Connected Work Graph AI-powered dependency intelligence solution analyzing work connections across organizations to identify bottlenecks and risks before they impact delivery; powered by Snowflake data cloud, AWS Bedrock, and Anthropic AI.
• Agent Resource Management Capability that enables organizations to manage and optimize both human and AI agent workforces within a single platform, providing visibility into AI agent costs, compute and token spend, resource allocation, and ROI forecasting.

Quantifiable outcome

• 25% faster decision-making with 80% improvement in budget reallocations
• +6 more outcomes

Named customers35 records

Segments7 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

AI capability9 records

Feature7 records

Partnerships

16 partnerships are on record, tiered core and minor.

• OZMOSIcoreTechnology or Integration · 23 April 2026Strategic partnership integrating OZMOSI's structured clinical datasets—spanning over 800,000 clinical trials, 35,000 drugs, and 4,000 diseases—into Planview's portfolio planning platform for pharmaceutical organizations. Enables connection of external clinical intelligence with internal R&D planning to improve market forecasting and investment prioritization.
• SnowflakecoreTechnology or Integration · 10 February 2026Strategic partnership for data cloud capabilities powering Planview's Connected Work Graph with AI-powered dependency intelligence. Snowflake's data cloud infrastructure enables scalable processing of work connections across organizations.
• AWS (Amazon Web Services)coreTechnology or Integration · 10 February 2026AWS Bedrock provides foundational AI models powering Planview's Connected Work Graph and AI capabilities. Strategic infrastructure partnership including dedicated UAE data center planned for end of 2025.
• AnthropiccoreTechnology or Integration · 10 February 2026Anthropic provides advanced AI features for Planview's Connected Work Graph, enabling sophisticated dependency intelligence and advanced AI-powered analysis capabilities.
• MindsprintcoreImplementation/ SI/ Consulting Partner · 15 July 2025Strategic partnership combining Planview's Strategic Portfolio Management and Digital Product Development platform with Mindsprint's implementation and consulting expertise. Designed to help enterprises streamline digital value chains through integrated project and portfolio management solutions, providing real-time performance visibility, improved resource allocation, and cross-functional connectivity.
• Tata Consultancy ServicesminorImplementation/ SI/ Consulting PartnerIT services, consulting and business solutions organization listed as a Planview resource partner for implementation and consulting services.
• PwCminorImplementation/ SI/ Consulting PartnerGlobal professional services firm collaborating with Planview to help build the future of connected work through consulting and implementation partnerships.
• DeloitteminorImplementation/ SI/ Consulting PartnerGlobal consulting firm with capabilities and experience to help transform organizations, listed as a Planview partner.
• CapgeminiminorImplementation/ SI/ Consulting PartnerGlobal leader in partnering with companies to transform and manage business by harnessing technology, listed as Planview resource partner.
• CGIminorImplementation/ SI/ Consulting PartnerAmong the largest independent IT and business consulting services firms globally, with 80,000 consultants and professionals. Listed as Planview resource partner.
• WiprominorImplementation/ SI/ Consulting PartnerLeading technology services and consulting company focused on building innovative solutions, listed as Planview resource partner.
• InfosysminorImplementation/ SI/ Consulting PartnerGlobal leader in next-generation digital services and consulting, listed as Planview resource partner.
• AtosminorImplementation/ SI/ Consulting PartnerGlobal leader in secure and decarbonized digital with market-leading digital solutions, listed as Planview resource partner.
• NTT DATAminorImplementation/ SI/ Consulting PartnerTrusted global innovator of IT and business services headquartered in Tokyo, listed as Planview resource partner.
• SlalomminorImplementation/ SI/ Consulting PartnerNext-generation professional services company creating value at intersection of business, technology, and humanity, listed as Planview partner.
• QualitestminorImplementation/ SI/ Consulting PartnerWorld's largest independent, pure-play quality assurance company, listed as Planview resource partner.

Scale indicators9 records

Recent moves1 record

Direct peers

• Atlassian: Atlassian offers Jira Align and the Atlas platform for enterprise agile planning and portfolio management, directly overlapping with Planview's Strategic Portfolio Management and Software Product Delivery solutions. Planview integrates with Jira while also competing for the same CIO/PMO budget.
• ServiceNow: ServiceNow's Strategic Portfolio Management and AI-powered NowAssist capabilities compete directly with Planview's SPM and Anvi offerings, while ServiceNow also appears in Planview Hub's integration list — making it both partner and competitor in the same enterprise deals.
• Broadcom (Clarity PPM): Broadcom's Clarity PPM is one of the longest-standing direct competitors in Project Portfolio Management, targeting the same enterprise CIO/CTO and EPMO buyer that Planview serves with Portfolios and ProjectAdvantage (formerly Sciforma).
• Smartsheet: Smartsheet competes with Planview's work management and PPM offerings for mid-market and enterprise customers, with growing AI capabilities and Connectors that overlap with Planview Hub's integration value proposition.
• Adobe Workfront: Adobe Workfront is a leading enterprise work management platform for marketing, creative, and product operations, directly overlapping with Planview AdaptiveWork and Planview Portfolios in marketing/PMO use cases.
• Monday.com: Monday.com is a work management and project portfolio platform increasingly competing with Planview in mid-market and enterprise tiers, with growing AI features and integrations that pressure Planview's collaboration layer.
• Asana: Asana competes with Planview in work and project management, particularly with Asana's portfolio and goals offerings — overlapping with Planview's EPMO and transformation office segments.
• Wrike: Wrike (now part of Citrix) competes with Planview AdaptiveWork and AgilePlace in enterprise project and work management, targeting marketing, professional services, and product teams with portfolio capabilities.

Broad incumbents

• Microsoft Project / Planner / Azure DevOps: Microsoft bundles Project, Planner, and Azure DevOps into the Microsoft 365 and Azure ecosystems, often displacing independent SPM/PPM vendors in Microsoft-centric enterprises via bundling and Copilot integration.
• SAP Project and Portfolio Management: SAP PPM is a longstanding enterprise competitor integrated with SAP S/4HANA, often winning in SAP-centric manufacturing and industrial customers that overlap with Planview's manufacturing vertical strength.

Market position

Strengths5 records

Weaknesses5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xx.com/Planview
• YouTubeyoutube.com/c/PlanviewSolutions
• Facebookfacebook.com/89422974772
• LinkedInlinkedin.com/company/planview
• Instagraminstagram.com/lifeatplanview

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Subsidiaries12 records

Funding overview

Funding rounds3 records

Investors4 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A13 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Planview