Professional Services
Grow services revenue and margins.
Planview is the platform for professional services execution and outcomes. It sits above the tools where services work happens, bringing engagements, resources, and financials into one connected model. So services leaders can plan engagements intelligently, deliver profitable work, and prove the margin on every project.
Watch Demo Protect your margins. See how.Trusted by 3,000+ of the world’s leading enterprises
Professional services has a margin problem
Services revenue grows, but margin leaks between what was sold and what gets delivered. Utilization, scope, and billing live in separate systems, so by the time the numbers reconcile, the quarter’s margin is already set. The team loses days to manual reporting instead of billable work.
The Planview Platform was built to fix this. It sits above the CRM, ERP, project, and time-tracking systems where services work happens, connecting engagements, resources, and cost to revenue and margin in one view. Embedded AI forecasts capacity and flags delivery risk early.
Staff to demand. Deliver profitably. Prove the margin.
Erfolgsgeschichten
How three services leaders grew margins and revenue
10+ home-grown forecasting tools
retired, and a monthly operations report cut from a person-week to the press of a button.
„Mit der Planview PSA-Lösung können wir Daten viel effektiver als zuvor sammeln und analysieren und sparen wertvolle Zeit, da die administrative und manuelle Datenarbeit wegfällt. Mitarbeiter müssen den Daten nicht mehr hinterherjagen und sie aus mehreren Quellen abrufen und konsolidieren.“
Executive Sponsor, Cloud and Cognitive Services, IBM
Read Customer Story
Six signs you have a margin problem
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1
Billable utilization sits below target and you find out at month-end, too late to fill the bench.
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2
Hours get worked but never billed, and the leakage only surfaces after the invoice goes out.
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3
Customers see inconsistent delivery and invoice errors, and satisfaction slips.
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4
Margins erode from late delivery, billing delays, and rework.
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5
The team loses time to manual reporting and data entry instead of billable client work.
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6
Scope creeps past what was sold, and the over-servicing comes straight out of margin.
The gap between services sold and margin realized is a visibility problem, not an effort problem. Watch an on-demand demo and see how leading services organizations close it.
Anerkennung durch Analyseunternehmen
The analysts who define the VSM and portfolio management categories name us a Leader, year after year
über 3.000
Kunden auf der ganzen Welt
3.1M
Benutzer auf der Planview Plattform
45%
des Fortune 100 Konzerns Planview
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Peer Reviews
ON-DEMAND-DEMO
See how margin gets protected from bid to invoice
See how Planview connects engagements, utilization, and financials in one model — so services leaders can forecast accurately, staff to demand, and protect margin on every project.
Demo ansehen
How Planview helps
Your Challenge
- Rigid billing and revenue models
- Reactive forecasting from fragmented systems
- Inconsistent delivery and shaky retention
- Margin leakage across the engagement
- Manual reporting and audit risk
Problem
You can bill time-and-materials or fixed fee, but the subscription and outcome-based models the market now expects are hard to support.
What it costs you
- New deals stall because the commercial model can’t be quoted or billed.
- Revenue recognition is manual and error-prone across model types.
- The business can’t shift to recurring services revenue with confidence.
How Planview delivers
- Multiple business model support: Quote and bill T&M, fixed fee, subscription, and outcome-based engagements in one model.
- Quoting and SOW management: Simplify quote and SOW creation, approval, and handoff to delivery.
- Revenue recognition: Recognize revenue in Planview or pass clean inputs to your ERP.
Resources for professional services leaders: research, reports, webinars and guides
Planview in Aktion
Sehen Sie sich die On-Demand-Demos an und erfahren Sie, wie Planview Ihnen hilft, schneller Entscheidungen zu treffen, als Einheit zu handeln und Ergebnisse zu beweisen.
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The right solution for professional services teams
Professional Services Automation
Connect engagements, resources, and financials in one model with embedded AI, so services leaders can forecast capacity, deliver profitably, and grow services revenue.
Projektportfoliomanagement
Centralize project intake, capacity, and execution under one model, and give services teams the visibility to commit, deliver, and prove value every cycle.
Strategisches Portfoliomanagement
Connect strategy, investment, capacity, and outcomes across the enterprise, and prove what every bet delivered at the portfolio level.
Häufige Fragen
Professional services automation (PSA) is software that runs the services business end to end — opportunity and resource planning, project delivery, time and expense, billing, and revenue recognition — in one connected system. It replaces the patchwork of CRM exports, spreadsheets, and ERP workarounds most services teams rely on, so utilization, margin, and forecast live in one place.
Planview’s professional services automation solution connects engagements, resources, and financials with embedded AI, so services leaders can forecast capacity, detect delivery risk early, and streamline quote-to-cash.
Margin improves when the gap between what was sold and what gets delivered closes. That means matching the right resources to the right work, catching scope changes and risks before they cause rework, billing accurately and on time, and seeing utilization and profitability while an engagement is in flight rather than after it closes.
Planview gives services leaders real-time utilization analytics, resource optimization, and engagement-level financial insight, so margin is managed during delivery instead of explained afterward.
Services buyers increasingly expect more than time-and-materials or fixed fee. A modern services business needs to quote and bill subscription, retainer, milestone, and outcome-based engagements, often within the same account, and recognize revenue cleanly across all of them.
Planview supports T&M, fixed fee, subscription, and outcome-based models in one system, with revenue recognition handled in Planview or passed to your ERP.
Forecasting breaks when pipeline, capacity, and financial data live in different systems. Sales sees opportunities, delivery sees projects, finance sees actuals, and no one sees the connected picture in time to act. Forecasts get rebuilt by hand and are stale on arrival.
Planview connects opportunity, delivery, and financial data into one model with real-time capacity and revenue forecasting, so resourcing decisions are made early instead of at premium cost.
PSA sits between the systems services teams already run on. It pulls opportunities from CRM to plan capacity, and passes work effort, billing, and revenue data to ERP or the financial system of record, so quote-to-cash runs without manual re-entry.
Planview offers bi-directional CRM and ERP integration, delivering billing items and revenue recognition inputs to your system of record.
Planview’s embedded AI, Planview Anvi, acts as a delivery partner for project managers. It tracks sentiment across project communications to flag at-risk engagements early, answers natural-language questions about project data, and drafts status reports and stakeholder updates.
The result is earlier risk detection and less time lost to administrative work, so managers spend more time on client outcomes.