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SlateIndex

Planview

New

Strategic Portfolio Management & Software Delivery Solutions

Project ManagementAustin, TX, USA1,001–5,000 employeesFounded 1989

Visibility score
4%
New vs last week
Weekly run · Nov 3

Data collected ·ChatGPT, Perplexity, Google AI Mode·coverage 100%·next run

  • Planview ranks #19 of 65 in Project Management with an AI visibility score of 4 (SlateIndex, Nov 3, 2026).
  • Planview is most visible on Perplexity (6.3) and least on Google AI Mode (2.2).
  • AI engines name Planview in 4 of the 30 Project Management buyer prompts SlateIndex tracks.
  • planisware.com is the source AI engines cite most in answers about Planview, with 7 citations.

About

Company details for Planview

Planview is a platform for enterprise strategic portfolio management, project and software delivery, and professional services. It connects initiatives, investments and resources into one model of the business so teams can track plans against outcomes. Its product line includes Portfolios, PPM Pro, ProjectPlace, AgilePlace and AdaptiveWork. It ranks #19 of 65 in Project Management on SlateIndex and has a visibility score of 4 in the latest weekly run.

Founded in 1989 and headquartered in Austin, TX, USA, the company employs 1,001–5,000 people. It has raised about $25M. Its differentiator: connects initiatives, investments and resources into one continuous model of the business, so decisions can be traced to outcomes.

Company size
1,001–5,000 employees
Headquarters
Austin, TX, USA
Founded
1989
Company type
Private, private equity-owned
Funding
Growth round (led by Insight Partners) · $25M raised
Customers
3,000 · per planview.com
Support
Customer Success Center, Submit a ticket

Read from linkedin.com, cbinsights.com, gartner.com, facebook.com, planview.com, checkthat.ai · refreshed Nov 3, 2026.

AI visibility

Latest weekly run · Nov 3 · next run Nov 9

Visibility score
4%
across Project Management answers, weighted by position
ChatGPT3.5%
AI Mode2.2%
Perplexity6.3%
Change
New
vs last week’s run
Category rank
#19 of 65
in Project Management
Mentions
8
in this week’s run
Share of voice
1.4%
of AI mentions in Project Management

Visibility score trend

Weekly runs over the last 60 days, with up to 7 competitors. Click a name to hide or show its line.

Now4%
30-day change—
High · low4% · 4%
Rank#19
0%25%50%75%100%Nov 3Planview 4%

Changes appear after the second weekly run in Project Management. Asana leads the category at 60.9%.

Media

Website and product screenshots for Planview

All media

AI mentions & citations

Recent answers that name Planview

All prompts

Products & features

What Planview sells

Planview Portfolios

Portfolio management; reviewers praise tracking of timelines, budgets and resource capacity.

Planview PPM Pro (formerly Innotas)

Project and portfolio management with resource planning.

Planview ProjectPlace

Project collaboration.

Planview AgilePlace

Agile team work management with integrations to development tools.

Planview AdaptiveWork

Product listed on the vendor site and reviewed on Gartner Peer Insights.

Planview Advisor

Product listed on the vendor site.

Planview ChangePoint

Product listed on the vendor site.

Planview Daptiv

Product listed on the vendor site.

Planview Enterprise Architecture

Product listed on the vendor site.

Planview IdeaPlace

Idea management product listed on the vendor site.

Planview Hub

Product listed on the vendor site.

Planview Viz

Product listed on the vendor site.

Strengths engines cite

  • Gold standard for massive enterprises
  • Robust resource capacity planning and financial tracking
  • Strong traditional project portfolio management
  • Recommended by analysts for large-enterprise project and portfolio management
  • Suited to formal portfolio governance and resource optimization

Target market & buyers

Large enterprises

Notable customers include 3M, Dell, General Motors, Merck, Pfizer, State Farm, World Bank, Diageo.

Funding & recent developments

Funding

RoundYearAmount
Series B (Apax)2004$25M
Growth round (led by Insight Partners)2013—
Latest known roundTotal raised
Growth round (led by Insight Partners)$25M

Recent developments

  1. Oct 2026CompanyPlanview names Myrna Soto Executive Advisor

    Planview announced Myrna Soto as Executive Advisor.

  2. Jul 2026CompanyPlanview reports first-half 2026 customer growth

    Planview said first-half 2026 momentum included customer growth and named new customers.

  3. Jun 2026CompanyGartner names Planview a Leader in 2026 Magic Quadrant for Strategic Portfolio Management

    Planview was named a Leader in the 2026 Gartner Magic Quadrant for Strategic Portfolio Management.

  4. May 2026ProductPlanview launches Agent Resource Management

    Planview launched Agent Resource Management.

  5. Mar 2026FundingMoody's downgrades Planview to Caa1 from B3

    Moody's cited leverage of about 13.2x and refinancing risk on a $1.3B term loan due December 2027.

Competitive landscape

How Planview compares with its top three alternatives

All alternatives

Planview most often appears alongside Asana, Jira, Smartsheet in AI answers.

BrandVisibilityShare of voicevs last weekStarting price
Planview4%1.4%NewPricing not available
Asana60.9%11.7%NewFree plan
Jira36.9%8.9%NewPricing not available
Smartsheet20.8%6.3%New$12 / seat / mo
monday.com45.8%9.6%NewFree plan

What AI answers say

Sentiment and themes from the answers that mention this brand

Reviews

Positive 86% · Neutral 14% · Mixed 0% of 7 engine answers that mention Planview

Praised for

  • Gold standard for massive enterprises
  • Robust resource capacity planning and financial tracking
  • Strong traditional project portfolio management
  • Recommended by analysts for large-enterprise project and portfolio management
  • Suited to formal portfolio governance and resource optimization

Criticised for

    Cite as: SlateIndex, “Planview AI visibility profile”, https://slateindex.ai/brand/planview, data of Nov 3, 2026. Licence: CC BY 4.0.