The Planview portfolio covers Portfolios (SPM), AdaptiveWork, PPM Pro, and ProjectAdvantage (PPM), Advisor (product portfolio), Release (release management), Viz (value stream), AgilePlace (enterprise agile), Verify (test environment management), and Hub (software toolchain integration). Each product covers one layer of the delivery chain, and Hub is the integration layer that lets the others share data with Jira, Azure DevOps and ServiceNow.
Planview portfolio
Planview links strategy, portfolios, value streams and software delivery into one signal.
Rollout, configuration and integration across Portfolios, AdaptiveWork, PPM Pro, Advisor, Release, Viz, AgilePlace, Verify and Hub decide whether a Planview footprint shows real strategy-to-delivery flow.
Why Merito for Planview
Most Planview value is lost between the products, not inside them.
Planview is a portfolio of products under one vendor, each aimed at a specific layer of the enterprise delivery chain. Portfolios sits at the top for strategic portfolio management. AdaptiveWork, PPM Pro, and ProjectAdvantage cover classic project portfolio management for different shapes of PMO. Advisor handles product portfolio investment decisions. Release and Verify cover release and test environment management. AgilePlace runs enterprise-scale kanban. Viz surfaces value stream metrics. Hub integrates the toolchain that feeds everything.
Planview's pitch is end-to-end: strategy in Portfolios, funding in Advisor, delivery in AdaptiveWork or AgilePlace, pipeline integration in Hub, visibility in Viz, release governance in Release, test environments in Verify. The pitch is real when the products are configured to share data. Most rollouts do not start there, and it is where most value gets left on the table.
Merito's Planview work runs from the first rollout to the integration work that ties the products together. That includes Jira Data Center and Jira Cloud migration scenarios into Planview (with the Data Migration solution page as the ingress), greenfield SPM and PPM rollouts, AgilePlace for scaled agile, Hub and Viz for toolchain integration and value stream reporting, and Release and Verify for release governance and test environment management.
The Planview toolchain
The Planview portfolio, connected into your delivery landscape.
Strategic portfolio management
Planview Portfolios
Enterprise SPM for strategy-to-delivery planning, OKRs, investment prioritization, resource capacity, and scenario modeling. Formerly Planview Enterprise One.
Project portfolio management
Planview AdaptiveWork, PPM Pro, ProjectAdvantage
Three Planview PPM products for professional services, IT PMO, and project-centric delivery teams. How the team delivers decides which one fits.
Product portfolio management
Planview Advisor
Product portfolio investment decisions, uncertainty modeling, and R&D portfolio optimization.
Release management
Planview Release
Enterprise release management and deployment orchestration across DevOps pipelines. Formerly Plutora Release.
Value stream management
Planview Viz
Value stream analytics and flow metrics across fragmented software delivery toolchains. Formerly Tasktop Viz.
Enterprise agile planning
Planview AgilePlace
Enterprise kanban and scaled agile delivery across teams-of-teams. Formerly LeanKit.
Test environment management
Planview Verify
Centralized test environment management for complex enterprise test footprints. Formerly Plutora Test.
Software toolchain integration
Planview Hub
Near real-time integration across Jira, Azure DevOps, ServiceNow, and the rest of the delivery landscape. Formerly Tasktop Hub.
How Planview is priced and licensed
Planview products are subscriptions, and each product has its own licensing unit, so the product mix drives cost more than the tier. Portfolios, AdaptiveWork, PPM Pro and AgilePlace are priced by users and roles, while Hub and Viz are priced by integration flows, synchronization volume and data volume. Release and Verify add release volume or environment volume to their user tiers.
| Product or tier | What drives the price |
|---|---|
| Portfolios | Users by role, meaning full users, viewers and time-capture users |
| AdaptiveWork, PPM Pro and ProjectAdvantage | Per-user tiers for full users, team members and viewers |
| AgilePlace | Per user, with role-based tiers |
| Advisor | Users by role |
| Hub | Integration flows and synchronization volume |
| Viz | Users and data volume |
| Release and Verify | User tiers plus release volume or environment volume |
Merito services
Implementation, migration, integration and support services across the Planview portfolio
01Service
Implementation
Rollouts across every Planview product: Portfolios, AdaptiveWork, PPM Pro, Advisor, AgilePlace, Release, Verify, Viz, Hub.
02Service
Data Migration
Jira Data Center to Planview migrations, legacy PPM platform migrations, and toolchain data migration through Planview Hub.
03Service
DevOps Consulting
Planview Release, Viz, and Hub wired into CI/CD and the rest of the delivery toolchain so value stream metrics are real.
04Service
Training and Enablement
Role-based training for Planview admins, project owners, PMO leads, and value stream architects.
05Service
Staff Augmentation
Merito-placed Planview administrators, SPM consultants, and integration engineers embedded with your team.
06Service
Signature Support
Ongoing admin support for Planview footprints, including governance, integration oversight, and release flow tuning.
Planview licensing
Buy Planview from the partner that also delivers the rollout.
Tell us what Planview should fix and which tools Hub would need to connect. The commercial conversation starts with scope, not SKU.
Related solutions
Where Planview connects to the rest of the Merito program
DevOps Toolchain
Release governance across Planview Release, Hub, Viz, and the CI/CD footprint.
Data Migration Solution
Jira Data Center to Planview tools, plus legacy PPM to Planview migrations with data preservation.
Software Delivery Acceleration
Value stream visibility and release governance layered across the Planview portfolio.
Frequently Asked Questions
Planview FAQs
Consultation request
Talk to Merito about Planview
Tell us which gap needs closing, whether strategic portfolio visibility, PPM consolidation, scaled agile, release governance, value stream metrics or toolchain integration. A Merito Planview specialist follows up within one business day.
License and delivery
Every product in the Planview portfolio
Portfolios, AdaptiveWork, PPM Pro, ProjectAdvantage, Advisor, Release, Viz, AgilePlace, Verify and Hub, planned as one footprint when more than one product is in scope.
Strategy to delivery
Connected work only works when integrated
Planview's end-to-end pitch is real only when the products are configured to share data. We run that as a delivery project.
Next step
Pick the Planview problem, then the product.
Whether the gap is strategic portfolio visibility, PPM consolidation, scaled agile, release governance, or toolchain integration, a Merito Planview engagement starts with your delivery landscape, not a product pitch.