with Planview^® AdaptiveWork portfolio and work management software

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.

• Copilot

  Helps teams navigate complex work environments by providing instant access to documentation, project insights, and intelligent recommendations that enhance productivity and decision-making.

• Text Assistant

  Instant AI writing assistance helps teams create clearer, more professional content directly within AdaptiveWork, saving time while ensuring consistent communication across all project work.

• Sentiment Analysis

  Provides early warning signals by analyzing communication patterns, enabling leaders to proactively identify potential risks and address challenges before they impact project success. Learn more