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See how Planview AdaptiveWork can help you gain real-time visibility across the enterprise to proactively manage risks and deliver greater business impact in this on-demand demo.
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.
Get a clear picture of current and future resource demands. Use Planview AdaptiveWork to visualize resource constraints, adjust overallocations, and reassign work. View • a larger version of the imageCapacity Planning And Resource Management
Get a clear picture of current and future work demands
See at a glance the projects and tasks each team member is working on. With a few clicks review the impact to your teams’ resource load by including or excluding projects.
- Plan the impact of future projects – Forecast, model and automate your plans with real-time data
- Develop “what if” scenarios and gain the insights you need to determine capacity and allocate the right amount of resources at the right time
- Team members get automatic updates whenever changes are made that affect them, and with centralized communications
Planview AdaptiveWork helps you act faster to ensure all work efforts are optimized to deliver timely and impactful results. View • a larger version of the imageAdaptability
Visualize the portfolio and pivot quickly when business needs change
Easily configure Planview AdaptiveWork to fit how your business works. Empower all levels of the organization with 360-degree real-time information so they can make immediate data-driven decisions. Reconfigure or launch new processes at any time without delay or costly customization.
Track trends, costs, and other enterprise-wide activities and share this data with stakeholders in order to make smarter, proactive business decisions.
- Align with business priorities with a clear line of sight across your entire organization’s portfolio of work
- Support diverse teams with highly configurable workflow processes, integrations, and dynamic rule sets so they can collaborate, align communications, and streamline their efforts
- Anticipate and prepare for challenges, identify blockers and potential impacts – both at the team level and across the business
Leverage out-of-the-box reports and dashboards or easily build your own in Planview AdaptiveWork. View • a larger version of the imageVisibility
Spend less time aggregating data and more time acting on the data
Having a single source of truth, across the enterprise, ensures the information being acted on is always accurate and complete. Give your organization the real-time data it needs to monitor work and organizational health, spot trends, and make quick, effective decisions.
- Decision-makers see the big picture, ensuring resources are optimized and aligned to goals
- Real-time information highlights potential issues more quickly, helping you to realign and take action faster
- Effortless transparency across all workstreams saves time and eliminates questions about data quality
- Integrations with other critical business systems provides a richer view of all operations
Promote efficient operations across any type of work – structured, ad hoc, and agile – all within Planview AdaptiveWork. View • a larger version of the imageProductivity
Empower every team to reach their goals by working the way they work best
Minimize project risk and time spent on mundane tasks by automating complex or repetitive tasks to save time, improve work consistency, and increase engagement.
- Data-driven resource and financial management workspaces provide full visibility into project health and improve business decisions
- Slide Publisher saves valuable time by automatically creating up-to-the minute status reports in your own branded PowerPoint template
- Simplify and better manage how you keep track and report on time and expense
Communicate and collaborate in context around your work, and deliver results with Planview AdaptiveWork. View • a larger version of the imageCollaboration
Keep all stakeholders informed and aligned
Connect teams to align communications, eliminate duplicate work, and productively collaborate to move faster on the business objectives at hand.
- Discussions, emails, files, and links can be shared across both internal and external stakeholders to create a rich project archive
- Centralized digital proofing and approval process keeps everyone in sync
- AdaptiveWork Bot increases engagement among teams where they already spend time, in Microsoft Teams and Slack
Centralize project financials with more accuracy within Planview AdaptiveWork. View • a larger version of the imageFinancial Management
Know the bottom line of every project decision
Uncover the real cost of your work and ensure you’re making the right tradeoffs by connecting project financials to actual project performance. Plan, set budgets, and make real-time updates to the actuals so all stakeholders are always up to date.
Track all expenses by employee, department, task, or work item, and link them back to the appropriate projects. Monitor expenses to ensure every project stays within budget.
- Track time spent on projects and set job-based rates to estimate the cost of labor or bill rates to measure margin
- Use utilization trends to increase the accuracy of your plans and forecasts
- Tangibly measure the impact of risks, issues, and change requests through the entire project lifecycle
Planview AdaptiveWork is a foundational element in Planview solutions for PMOs and professional services delivery teams of all sizes
Project Portfolio ManagementHelps 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 ManagementEmpowers 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 AutomationEnables 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.
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.
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.
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.
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.
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.
Interactive visualization allows you to review and assess strategies. Information can be grouped by any level – products, teams, programs, customers, etc.
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.
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.
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.
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.
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 mirrors the full functionality of our web application, creating a seamless, consistent user experience between devices.
Intuitive, one-stop-shop portal that provides access for external users and guests to their projects, files, conversations, and requests — no training required.
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.
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.
Gain detailed visibility into expected revenue and your return on investment so you can better plan for your client engagements.
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
Planview delivers award-winning products
Best Of – Overall
Planview PPM Pro
Best Feature Set
Planview PPM Pro
Best Value for Price
Planview PPM Pro
Planview PPM Pro
Top Rated: Negotiation and Contract
Top Rated: Product Impact
Champion: Project Portfolio Management – Enterprise
Leader: Enterprise segment for Enterprise Agile Planning Systems
Overall Leader: Enterprise Agile Planning Systems
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-gateway
- • sap
- • Procore
- • Zendesk
Hear what our customers say about Planview AdaptiveWork
“We’ve cut through layers of complexity, and the immediate gain has been an increase in productivity around 40%.”
PMO Manager, Professional Services
“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.”
Director Delivery & PMO
“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.”
Head of IT PMO
“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.”
Planview keeps your data private and secure
SecurityPlanview adopts a culture of security and holds confidentiality of customer information as its highest priority.
CompliancePlanview adheres to stringent standards and regulations and undergoes independent validation of compliance.
PrivacyPlanview’s commitment to privacy extends to every facet of the organization to ensure customer data is managed with the utmost of care.
ReliabilityPlanview® SaaS solutions are built on highly available, performant infrastructure to deliver our world class product line whenever it’s needed.
Enterprise Buyer’s Guide for Adaptive PPM Solutions
Download this comprehensive guide to learn more about how to get started.Read the guide • Enterprise Buyer’s Guide for Adaptive PPM Solutions
Evolve into a Multi-Faceted Strategic Partner
Master the 4 competencies of a Savvy PMO.Read the eBook • Evolve into a Multi-Faceted Strategic Partner
Planview Named A Leader in 2023 Gartner® Magic Quadrant™ for Adaptive Project Management and Reporting
Planview placed highest for ability to execute and furthest for completeness of visionGet the Report • Planview Named A Leader in 2023 Gartner® Magic Quadrant™ for Adaptive Project Management and Reporting
Take the next step!Watch DemoSee Planview AdaptiveWork in action • Planview clarizen