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From AI Curiosity to AI in Action

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From AI Curiosity to AI in Action

From AI Curiosity to AI in Action

The Future of Portfolio Management & How to Lead It

Portfolio management is changing fast — and AI is the catalyst.

For most organisations, the question is no longer whether to adopt AI. It is how to move from experimentation to outcomes. General-purpose AI tools are a starting point, but they were not built for the complexity of portfolio decisions — the trade-offs, the dependencies, the competing priorities that define your day.
That's where purpose-built AI changes everything.
Planview Anvi is AI designed specifically for how portfolio leaders plan and deliver. It understands your data, your workflows, and your decisions, turning portfolio complexity into clarity, and insight into action. 

What we will cover:
  • What separates portfolio leaders who thrive with AI from those still experimenting
  • How AI takes on the analytical heavy lifting so you can focus on strategy and decisions
  • Key use cases in Planview Portfolios: portfolio health, resource and financial optimisation, and risk and dependency management
  • A live demo of Anvi inside Planview Portfolios

Portfolio management is changing fast — and AI is the catalyst.

For most organisations, the question is no longer whether to adopt AI. It is how to move from experimentation to outcomes. General-purpose AI tools are a starting point, but they were not built for the complexity of portfolio decisions — the trade-offs, the dependencies, the competing priorities that define your day.
That's where purpose-built AI changes everything.
Planview Anvi is AI designed specifically for how portfolio leaders plan and deliver. It understands your data, your workflows, and your decisions, turning portfolio complexity into clarity, and insight into action. 


What we will cover:
  • What separates portfolio leaders who thrive with AI from those still experimenting
  • How AI takes on the analytical heavy lifting so you can focus on strategy and decisions
  • Key use cases in Planview Portfolios: portfolio health, resource and financial optimisation, and risk and dependency management
  • A live demo of Anvi inside Planview Portfolios

  • Date

    Wednesday, 22 July 2026

  • Time

    11am AEST | 1pm NZT

  • Location

    Online

  • Duration

    45 minutes including live Q&A

Reserve Your Spot

Meet our speakers

  • Tomas Piedrahita

    Senior AI Product Manager, Planview

  • Adam Cimino

    Solutions Consultant, Planview

  • Jeff Ellerbee

    Solution Marketing Manager, Planview

    Jeff handles product marketing for Planviews’ Troux product line. Jeff has helped customers be successful with Troux in the US and UK for 14 years.

  • Jeff Ellerbee

    Solution Marketing Manager, Planview

    Jeff handles product marketing for Planviews’ Troux product line. Jeff has helped customers be successful with Troux in the US and UK for 14 years.