Connect and engage your workforce across the enterprise

with Planview® AdaptiveWork project portfolio management software

Planview AdaptiveWork (formerly Clarizen) enables PMOs and professional services delivery teams of all sizes to gain real-time visibility across all their work, automate workflows, proactively manage risks, and deliver greater business impact.

Planview AdaptiveWork is a foundational element in Planview solutions for PMOs and professional services delivery teams of all sizes

  • Project Portfolio Management

    Helps PMOs optimize program and project portfolios, balance capacity against demand, prioritize work, focus resources, and empower teams to deliver work that drives value to the business.
  • Product Portfolio Management

    Empowers R&D leaders and product organizations to prioritize high-value products, identify risks and opportunities, optimize resource capacity – balancing the product mix to achieve target revenue and profitability.
  • Professional Services Automation

    Enables services organizations to connect project, resource, and financial management capabilities in order to gain visibility across the entire opportunity-to-revenue lifecycle.

Planview AdaptiveWork features

  • Align to company strategy and ensure your workforce is as effective as possible, focused on delivery of the right things at the right time.

    • Demand Management

      Track, manage, and prioritize work requests and ensure all requests automatically include all relevant details needed to execute.

    • Client Project Planning

      Bi-directional integration with your CRM using custom triggers to capture opportunity details for planning your client projects.

    • Request Intake

      Automate and manage the different stages (submission, scoring, prioritization, routing, and approval) of the request process to be considered for conversion into projects, work, or tasks.

    • Capacity Planning

      Get a full picture of your organization’s capacity versus demand, with full visibility into your teams’ availability, so that you can better plan and optimize the assignment of resources across projects.

    • Resource Planning

      Identify under- and over-utilized resources, balance workload, and optimize by time phase to achieve full resource utilization and ensure teams are working on the right projects at the right time.

    • Portfolio Management

      Centralize work across teams, projects, departments, regions, and clients to visualize blockers and/or potential impacts. Align investments with organizational priorities, and create consistent processes and standards.

  • Create a single line of sight and visibility across adaptive plans and work to make the best and most accurate data-based decisions.

    • Dynamic Reports and Dashboards

      Create and share configurable reports and dashboards to quickly understand all aspects and status of projects and engagements, ensuring they are on track and drive value, quickly and effectively.

    • External Communication Tools

      Streamline visibility with access to embedded or linked dashboards, widgets, and communication tools with contextual information for executives and external stakeholders without needing to log into Planview AdaptiveWork.

    • Portfolio Roadmaps

      Interactive visualization allows you to review and assess strategies. Information can be grouped by any level – products, teams, programs, customers, etc.

    • Goals Management

      Define objectives, targets, and contributions to connect strategy to plans, actions, and delivery. Measure success of your organization’s strategies and goals.

    • Automated PowerPoint Reports

      Automate the creation of presentation-ready real-time content built in your own branded PowerPoint template with Planview AdaptiveWork’s Slide Publisher.

    • Risk Management

      Identify and manage risks relating to your projects. Track, log and manage issues – easily create a risk register and proactively devise a mitigation strategy.

    • Centralized Data & Architecture

      Automatically centralize, organize, and contextualize all data and activities, and link them to the appropriate work. Support for all users in a single instance with permission controls to manage who can see what.

  • Centralize, automate, and optimize planning and administration for all project execution to keep teams and customers connected to strategy.

    • Project Detail Planning

      Quickly establish a timeline with Gantt charts and work breakdown structures to show milestones, due dates, deliverables, and interdependencies. Take advantage of prebuilt templates to simplify the job even more.

    • Resource Management

      Gain real-time insight into your available resources and their current workloads. Optimizing resource and staffing utilization to ensure on-time project and client work delivery.

    • Workflow Automation & Processes

      Streamline and standardize by automating repeatable processes, alerts, and workflows to match the way you, your teams, and business want to work. Minimize risk, increase consistency, and reduce time spent on manual tasks.

    • Project Templates

      Access out-of-the-box templates or create your own to automate project creation based on custom triggers, workflows, and inputs from other systems such as Salesforce. Tailor capabilities to suit business-specific needs.

    • Customer Account Profiles

      Native customer records shows all related contacts, projects, and delivery team discussions for a comprehensive view of each of your customers.

  • Empower teams and visualize hybrid project and work execution: Improve consistency, adoption, and communications to accelerate delivery.

    • Hybrid Work Management

      Support your teams and how they want to work, whether it’s traditional waterfall, collaborative work, agile/scrum, or somewhere in between. Connect to Agile work tools like Jira to roll up delivery from external systems.

    • Agile Task Management

      Backlog prioritization and sprint planning in Kanban-style workspaces ensure that your team’s entire workload will be handled quickly and efficiently.

    • Personalized Workflows

      Empower users with a flexible, intuitive interface that fits their way of working. Keep teams more organized in real-time by using multiple boards in each workspace and create custom stages to reflect their workflows.

    • Mobile App

      Mobile app mirrors the full functionality of our web application, creating a seamless, consistent user experience between devices.

    • External Collaborator

      Intuitive, one-stop-shop portal that provides access for external users and guests to their projects, files, conversations, and requests — no training required.

    • In-Context Discussions

      Easy-to-use social-style discussions in the context of the work supports collaboration and connects team members and stakeholders to accelerate the delivery of work.

  • Capture all financials on projects and work – from labor or non-labor, CAPEX vs. OPEX, billable vs. non-billable. Adapt as needs change.

    • Budget Tracking

      Monitor expenses to ensure every project stays within budget. Set hourly rates on a global basis as well as by role, user, or project.

    • Time and Expense Tracking

      Track all billable and non-billable hours automatically to the appropriate work item or project and streamline the approval process. Let users submit time without ever leaving Microsoft Teams or Slack.

    • Utilization Trend Analysis

      Use utilization trends to increase the accuracy of your plans and forecasts. Ensure ROI of your deployed resources by comparing billable versus non-billable work.

    • Revenue Forecasting

      Gain detailed visibility into expected revenue and your return on investment so you can better plan for your client engagements.

    • Rate Cards

      Define specific resource rates for clarity in billing, costs, and revenue.

Take a product tour


See how Planview AdaptiveWork can help you gain real-time visibility across the enterprise to proactively manage risks and deliver greater business impact. Accelerate team performance and maximize project outcomes.

Take Product Tour See Planview AdaptiveWork in action • Planview AdaptiveWork

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Connect Planview AdaptiveWork with the applications you already use

  • • Jira 2
  • • SalesForce
  • • SharePoint
  • • ServiceNow 2
  • • Microsoft Excel
  • • Microsoft Team
  • • Tableau
  • • Box
  • • Slack
  • • G Suite
  • • AWs
  • • oracle
  • • sap
  • • Procore
  • • Zendesk
More Integrations

Hear what our customers say about Planview AdaptiveWork

Customer Case Study

Ricoh Australia

“We’ve cut through layers of complexity, and the immediate gain has been an increase in productivity around 40%.”
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Debbie Collins PMO Manager, Professional Services
Ricoh Australia
Read case study • Ricoh Australia
Customer Case Study

Macadamian

“By tightly integrating our core CRM & work management platforms, we have achieved greater visibility into business-critical data. This has improved our enterprise adaptability — our leadership can foresee risks sooner and change plans or adjust resources accordingly.”
macadamian-logo-removebg-preview
Richard Mailloux Director Delivery & PMO
Macadamian
Read case study • Macadamian
Customer Videos

Unipart Logistics

“When it comes to continuous improvement, Unipart are rapidly becoming known as The Productivity People. Unipart Group is an independent manufacturing, logistics and consultancy company has an annual turnover of more than £700m.”
unipart-no-background
Steve Miller Head of IT PMO
Unipart Logistics
Watch customer videos • Unipart Logistics
Customer Videos

Tufin

“Tufin simplifies management of some of the largest, most complex networks in the world, consisting of thousands of firewall and network devices and emerging hybrid cloud infrastructures.”
tuffin-no-background
William Chernock Project Manager
Tufin
Watch customer videos • Tufin
Browse Product Reviews and Case Studies

Planview keeps your data private and secure

  • Security

    Planview adopts a culture of security and holds confidentiality of customer information as its highest priority.
  • Compliance

    Planview adheres to stringent standards and regulations and undergoes independent validation of compliance.
  • Privacy

    Planview’s commitment to privacy extends to every facet of the organization to ensure customer data is managed with the utmost of care.
  • Reliability

    Planview® SaaS solutions are built on highly available, performant infrastructure to deliver our world class product line whenever it’s needed.

Planview AdaptiveWork compliance and certifications

  • Certified enterprise-ready

    Clarizen is recognized by Skyhigh to be part of their CloudTrust Program, based on an evaluation of enterprise readiness and security controls, in conjunction with the Cloud Security Alliance (CSA).
  • SOC 2 compliant

    SOC 2 compliance and certification provides users with the trust and assurance that Planview AdaptiveWork has an effective control system to mitigate operational and compliance risks.
  • ISO/IEC 27001:2013

    This internationally recognized standard certifies, validates, and supports our approach to business information protection; including risk, governance, and compliance.
Visit the Planview Trust and Security Center