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Project Portfolio Management

Evolve your PMO: Deliver Business Results

With a line of sight from strategy to delivery, Planview’s project portfolio management software enables leaders to optimize program and project portfolios, balance capacity against demand, prioritize work, focus resources, and empower teams to deliver.

Searching for the Best Project Portfolio Management Solution for Your PMO?

You’ve found it! Planview has been recognized time and time again for our contributions to portfolio and work management innovation with the best project portfolio management solutions in the market. Gartner named Planview a Leader in the “Magic Quadrant for Project and Portfolio Management,” positioned highest for its ability to execute and furthest for completeness of vision. Don’t just take our word for it – customer reviews have positioned Planview PPM solutions #1 and #2 on IT Central Station in top Project Portfolio Management tools.

Modernize Your Portfolio Management Approaches for Hybrid Ways of Working

Success depends on your company’s ability to respond quickly to market and customer demands, adapting through uncertainty. As a PMO, you are in a prime position to guide your organization to shift priorities and ensure that delivery outcomes align with strategic plans. The role of the PMO is changing, and project portfolio management needs to evolve to more modern approaches that support the hybrid reality.

Planview can be your guide as you navigate your journey toward greater agility. Create your plan to modernize PPM along four key dimensions.

Modernize Your Portfolio Management Approaches for Hybrid Ways of Working
Four areas to modernize project portfolio management.
  • Empower Teams to Speed Delivery

    The world of work is changing. Many enterprises are embracing a mix of work approaches to increase speed and the success rate of delivery. This shift has accelerated a move away from one-size-fits all execution methodology.

    Hybrid ways of working involves a mix of execution methods within a business unit or across an enterprise, with teams using the best approach for the program or product.
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    The World of Work Is Changing: Will You Evolve or Be Left Behind?

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    Teams across your organization and company are practicing lean and agile ways of working while others are using more collaborative approaches to “get work done.” For some, traditional project methods continue to be best suited for delivery requirements.

    Not only are organizations managing a proliferation of work delivery tools (including Jira or Azure DevOps), they are also in different stages of their journey when it comes to how teams work, deliver, and operate. Pushing more of the planning and delivery to teams brings greater efficiency and team morale. However, for the PMO, work isn’t always visible and can’t easily be tied back to the strategy.

    Core to modern PPM is embracing new ways of working and keeping the work aligned back to the portfolio.

    A Platform for Modern PPM – One Portfolio + Multiple Ways of Working

    Enable teams with the tools they need to do their best work.
    Enable teams with the tools they need to do their best work.

    Evolving Toward New and Hybrid Ways of Working

    Modern project portfolio management approaches let you empower your teams with the right work experience and tool for the type of work being delivered – waterfall projects, iterative, collaborative, Lean-Agile. This work can be tied back into the integrated strategy and portfolio plans, enabling stakeholder visibility and organizational alignment.

    Planview FLEX provides your teams with the tools to work how they deliver fastest and gives the PMO the ability to adjust portfolio and capacity planning, track KPIs, and enable adaptive governance.

    Equip your teams with the right tools to work and deliver their best work fast:

    1. Project-centric work
      • Project portfolio management tools like Planview Enterprise One and Planview PPM Pro for traditional waterfall projects
      • Collaborative workspaces in Projectplace
    2. Process-centric work
      • Integrations to third-party agile tools such as Jira or Azure DevOps
      • Enterprise Kanban to support agile methods and workflows in Planview LeanKit

    Planview PPM solutions allow you to pull together all work details from these team tools into your project portfolio solution so that you can easily report to stakeholders and executives the metrics and KPIs that indicate progress on strategic delivery.

  • Flexible Capacity and Resource Planning

    Capacity planning evolves as team empowerment grows. Modern PPM considers that your organization’s focus will shift from managing resource utilization to enabling teams to deliver customer value. Empowered teams, connected in a network around a common areas of focus, build domain expertise, shared skills and the ability to manage their workload directly. It doesn’t happen overnight. Team definition and capacity planning evolve to this new approach.

    Teams are changing from role-based, project-driven teams toward cross-functional empowered teams.
    Teams are changing from role-based, project-driven teams toward cross-functional empowered teams.

    Role-based Teams

    Traditionally, capacity planning balances utilization of named resources with demand, noting constraints and gaps. You shift resources to ensure focus on delivering what matters most. In a team-based model, you move away from managing individuals to teams.

    Cross-functional Teams

    As you focus on efficiency and delivery speed, teams become cross-functional, often aligning on a common area like “mobile” or the website. Teams, rather than individuals, are assigned to work. Shared services exist for specialized skills, such as DBAs or UX Design, that are too limited (or expensive) to have on every team. Capacity planning balances cross-functional team capacity against the business demand, as well as balancing shared services teams across the work.

    Product- or Capability-aligned Teams

    To build further momentum, teams must build expertise. Domain knowledge comes as teams are aligned with a product or business capability. Skills can be built by promoting pairing shared services experts with team members.

    Network of Empowered Teams

    Over time the focus moves from efficiency to effectiveness. Instead of teams based on internal applications, networks of teams coalesce around the external value streams that deliver customer value. These teams-of-teams, what the Scaled Agile Framework (SAFe) calls agile release trains (ARTs), work directly with stakeholders to set priorities and balance their capacity. With teams managing their own workload, capacity planning focuses on enabling these teams and managing the sometimes quite complex dependencies across teams and teams-of-teams.

    Planview’s modern PPM solutions give you the flexibility to plan capacity based on types and variety of teams.
  • Elevate Portfolio Prioritization and Funding

    Traditional portfolio planning prioritizes specific projects, often based on balancing the demands of various stakeholders. To drive value faster, portfolio prioritization shifts focus from internal requests to what matters most – the products, services, and customer experiences your organization ultimately delivers. PMO leaders change the conversation with stakeholders to prioritize the outcomes that provide value for your customers rather than specific tactics.

    In modern PPM, portfolio planning moves away from a debate about specific projects to one focused on outcomes and benefits, and leads to funding of programs, epics, or value streams.

    Elevate Portfolio Prioritization and Funding
    Make the move from project to programs and product-centric delivery: Realign quicker as priorities shift and funding aligns with sources of value.
    eBook

    Planning Deconstructed

    5 types of planning crucial to delivering on strategy with a dynamic and continuous approach

    View the eBook: Planning Deconstructed

    Organization / Project

    For most PMOs, portfolios are defined by organization. You collect all the projects for all or part of the organization and prioritize against that organization’s annual funding.

    Enterprise / Program

    As you shift to focus on benefits, portfolio funding extends to the enterprise and becomes more about return and value. Portfolios are based on programs with associated value. You prioritize these larger program investments based on measure of return (ROI, NPV, IRR, etc.).

    Internal Product / Epics

    As “doing more, at speed” becomes the imperative, teams start to organize around internal products. Portfolios undergo the same shift. Funding is associated with products, applications, or capabilities. Seeking to deliver faster, the “investment” changes from longer-term programs to shorter “epics,” with prioritized outcomes depicted on a roadmap.

    External Product / Value Streams

    With networks of empowered teams managing many of their own priorities, the purpose of portfolio planning changes. The portfolio is focused on setting funding based on desired outcomes. For example, by investing $30 million in a given value stream, we expect to acquire 15% more customers than last year. No longer is the portfolio about the specific investments or tactics – it’s about making sure each value stream has the funding level that reflects overall priorities and desired results.

    Elevate Portfolio Prioritization and Funding
    Planview supports different approaches with flexibility across portfolio planning and funding. (As shown, example of prioritization from a program-centric approach vs an agile-centric approach.)

    Learn more about shifting from projects to products

    Project to Product
  • Enhance Visibility and Streamline Governance

    Traditional “command and control” governance slows down decision making and delivery. Streamlining governance while maintaining visibility is key to delivering quickly, as well as learning, adapting, and reacting.

    PMOs need a more adaptive approach to governance that achieves accountability by measuring outcomes and controls risk with visibility, all while not impeding delivery speed.

    Enhance Visibility and Streamline Governance
    Streamline governance for traditional, modern, and lean approaches in your strategy-to-delivery journey.
    Demo

    The PMO Leader in Planview Enterprise One

    See real-time reports, dashboards, and analytics to measure and manage projects and portfolio metrics, making informed decisions, and drive value to the business

    Watch the demo: The PMO Leader in Planview Enterprise One

    Governance

    As funding models become more flexible and teams are empowered, they need guidance on what decisions they can make around priorities and pivots. Increase speed with just enough governance to provide clear guidelines in your project portfolio management software.

    • For programs, PMOs use stage- or phase-gates as quarterly checkpoints to make sure that deliverables are on target, make go/no-go decisions, and approve incremental funding
    • For more empowered Agile or Lean teams, establish guardrails so teams know what and when to escalate to the leadership team, ultimately reaching a minimal viable governance, outcome-centric approach

    Visibility

    As your organization shifts to focus on results and measuring whether investments are driving the change being funded, accountability is shown through realization of outcomes for that investment.

    In modern PPM, the actual metrics associated with measuring progress change with each approach. PMOs actively work with stakeholders to capture KPIs that can quickly identify the need to pivot, adjust funding or capacity, or pull back.

    Visibility – Project

    • What information do stakeholders require for insights into project status and progress?
    • How can we understand project schedule and overall health?
    • Can we capture team member allocations and capacity in our project portfolio management tools to better understand planned, estimated, and actual effort?
    • Are we on track with budget spend?
    • What are key issues and risks that require attention?
    Visibility – Project
    Project Dashboard – Show capacity, demand, list of work/projects, and utilization.

    Visibility – Program

    • How does each program and its associated cost and effort align with our strategic goals and initiatives in our portfolio software?
    • What is the health of each investment or program status?
    • How do actuals and re-forecasted costs compare to budget?
    • Are the latest benefit projections in line with the approved business cases?
    Visibility – Program
    Program Dashboard – show investments and progress on strategic initiatives.

    Visibility – Agile

    • How do our epics break down by strategic themes?
    • Does the burndown (or burnup) indicate that we remain on track for the desired timeframes?
    • How does the actual cost to deliver epics and features compare to the anticipated budget?
    Visibility - Agile
    Agile Dashboard – Stay on track to deliver epics and features.

    Visibility – Lean

    • Are key leading indicators indicating business outcomes improving in line with expectations?
    • How much are we spending by value stream, product line, or product? Is this in-line with plan or do I need to consider rebalancing across value streams?
    Visibility – Lean
    Lean Dashboard – Balance team empowerment and higher-level planning for value streams and portfolios with closely watched leading indicators.

    Learn more about enhancing visibility and streamlined governance

    The Savvy PMO’s Guide to Visibility and Reporting
  • Modern PPM Approaches for Today’s Hybrid Reality

    Adapting to changing market needs and managing transformation requires the agility that comes from modernizing across the four dimensions of modern PPM: Empowering teams, capacity planning, portfolio planning and funding, and visibility and governance. Having the best balance means the right mix of project, program, agile, and lean approaches across your organization today – and in the future.

    Modern PPM Approaches for Today’s Hybrid Reality
    Portfolio and Work Management Approaches Spanning Entire Strategy to Delivery Journey.

    Today’s PMO needs the right technology and partner that can offer a flexible platform to increase agility and speed. Planview’s configurable PPM software platform brings together:

    • Tools that empower teams to deliver faster, no matter how they work
    • Flexible capacity and resource planning
    • Adaptive portfolio prioritization and funding
    • Enhanced visibility and streamlined governance
    • Executive line of sight

    Map out a plan and create a roadmap to adapt your PPM approach across project, program, agile, and lean concepts to drive on-strategy delivery at speed. It’s a journey – the benefits of embarking on the journey are real and can be attained by you and your stakeholders across the organization.

Find Your Hybrid – Create a Framework for Your PMO’s Journey to Modern PPM

Demo

Connecting Strategy to Delivery for Digital Speed

Rewire for your strategy to delivery transformation journey

Watch the demo: Connecting Strategy to Delivery for Digital Speed

Modern PPM positions your PMO for success in navigating change – to both realign to shifting priorities and adapt to new ways of working. Planview experts can work with you to:

  • Understand where you are today, the key components that need to change, and achievable steps in that journey

  • Adapt when different parts of your organization are in different stages

  • Create a roadmap for your organization’s journey so you can successfully guide your transformation journey through today’s hybrid reality

Find Your Hybrid – Create a Framework for Your PMO’s Journey to Modern PPM
Plan Your PMO’s Journey with Planview – Adapt team delivery, portfolio management, capacity planning, and visibility and governance for the changing world of work.

Learn more about enhancing visibility and streamlined governance

Managing Transformation: Connect Strategy to Delivery for Dynamic Business Today

Gartner Market Guide for Adaptive Project Management and Reporting


Planview is a representative vendor in three of the provider categories based on the most Gartner client interest.

Get the Report: Gartner Market Guide for Adaptive Project Management and Reporting

Choose the Best Project Portfolio Management Software for Your PMO

Planview’s Project Portfolio Management solutions scale capabilities to create solutions for every PMO. Assess which capabilities fit the needs of your organization, then watch our role-based product demos for Planview Enterprise One and Planview PPM Pro to find the solution that best fits the demands of your business. Learn how Planview’s project and portfolio management solutions can help your PMO prioritize work, manage resources, and enable your company to deliver the work that matters at speed.

  • Planview PPM Pro
  • Planview Enterprise One

The Best Project Portfolio Management Software for the World’s Most Innovative Companies

Planview PPM Pro makes our lives so much easier, giving us structure and consistency in how we approach projects.


Michael Havison

Director of Enterprise Project Portfolio, Parkview Health

Read case study for Parkview Health

We have reduced project delays by 92% and increased the number of projects we can deliver by 50%. We couldn’t have done it without PPM Pro.


Steven Wood

Project Portfolio Administrator, CO-OP Financial Services

Read case study for CO-OP Financial Services

Many of the metrics come from data in Planview, which was implemented to support governance, measurement, and transparency of our portfolio. It has become our single source of truth.


Larissa Whiley

Head of Portfolio Management, Travis Perkins IT

Read case study for Travis Perkins IT

Planview gives us visibility into the true, full cost of each project, including internal resource costs we never considered in the past.


Brian Tharp

IT PMO Manager, Mentor, a Siemens Business

Read case study for Mentor, a Siemens Business

Planview Top PPM Tools for Every PMO… and More!


Project and portfolio management solutions are not just for IT and the PMO but can also be leveraged within other parts of your organization that may be managing work via projects, programs, products, and portfolios – from IT, to products organizations, to professional services.

IT Project Portfolio Management

Organizations are driving toward growth, innovation, and transformation at a faster pace than ever before. IT PMOs recognize success requires more than on-time, on-budget project delivery and managing a backlog of change. This is especially true as new methods of work delivery proliferate. IT PMOs need to drive prioritization and delivery based on business value of projects to reduce costs, as well as realize digital transformation strategies.

Planview’s IT PPM software elevates your PMO practices to deliver a portfolio with higher strategic value by:

  • Optimizing resource utilization through capacity planning within your IT portfolio management tool. When change comes, being able to focus the right resources on the highest priorities is key to making strategy real.
  • Delivering business value and understanding the “why” behind project requests; track business KPIs and ensure focus on delivering what’s most important.

Planview gives you the IT PPM capabilities that enable business stakeholders to visualize and understand portfolio performance against plans, for better and faster decisions ensuring resources deliver the highest value projects:

  • Project portfolio tools: Prioritize projects to set direction for execution
  • IT Demand Management Tools: Centralize capture of new demand and route requests through a centralized intake process
  • Resource capacity planning capabilities: Balance capacity and demand
  • Resource management tools: Improve utilization with an integrated view of resources and work
  • Budget tracking and financial management: Manage the underlying financials or projects and portfolios; capture actuals and use capitalization to accurately forecast for future work
  • Technology portfolio management tools: Analyze impacts based on dependencies between business capabilities, applications, and technology
  • Work management: Integrate with third-party agile tools like Jira and leverage Planview FLEX to give teams the tools they need to get work done, no matter how they work

Enterprise Project Portfolio Management

Enterprise project management offices focus primarily on ensuring that enterprise projects and programs deliver maximum value to the organization. EPMOs drive PPM at scale across the business for enterprise-wide governance, change management, visibility, and strategic decision-making. Enterprise PPM software lets you plan and manage cross-departmental program and project delivery essential to achieving key strategic objectives.

With Planview enterprise portfolio management tools, gain access to comprehensive portfolio analysis and reporting, dashboards, and ‘what-if’ scenario planning to ensure on-time delivery. Take a continuous planning approach so you can reprioritize and realign resources when business priorities and strategies shift or change.

  • Bring strategic programs to life: Define top-down timeframes and financials; adjust based on bottom-up progress and forecasts
  • Create capacity for innovation and transformation: Balance capacity against demand; compare scenarios to evaluate alternative staffing and funding approaches for achieving outcomes, and effectively focus resources to deliver
  • Automate phase-gated processes: Gain visibility into gate deliverables and status; visualize trends with configurable gate status fields and dashboards
  • Support multiple work methods for delivery: Equip teams with the right tools to deliver their best work, no matter how they work
  • Mitigate risk with improved visibility: Analyze impacts and manage dependencies while building technology plans and roadmaps to achieve strategic objectives
  • Share progress through executive dashboards: Provide leaders clear visibility into strategic progress across the organization

New Product Development (NPD)

Accelerate R&D and new product development productivity by providing a single system for managing your gated new product development process with Planview. For many, what was once manageable with spreadsheets and shared file systems is no longer feasible or fast enough. Planview’s modern product portfolio management solutions help you drive your organization’s new product development to:

  • Streamline gated processes and improve time-to-market
  • Focus your resources on the most valuable projects
  • Get the project visibility you need to increase on-time delivery and decrease risk of launch delays

Advance your new product development process with Planview’s product portfolio management capabilities. Realize these benefits:

  • Prioritize pipelines to achieve the product strategy: Evaluate project and portfolio trade-off decisions and quickly determine payoff versus investment
  • Focus resources on the most valuable projects: Analyze and monitor resource utilization on a regular basis to avoid painful overloads and stalled product delivery
  • Speed time to market: Create project timelines for new product development and delivery, highlighting potential gaps and overlaps, and simplifying reporting on projects and the product portfolio. Improve on-time execution across your entire project portfolio
  • Centralize idea-to-launch process: Boost product innovation by capturing ideas from across the organization for easy reference, categorization, and evaluation
  • Assess gated project status: Empower your team members to move quickly and confidently through stages and gates with prescriptive templates and milestones built into project execution, avoiding missed steps and mitigating project risk
  • Product team work collaboration: Offer an open innovation workspace for internal and external product development collaborators with Planview FLEX – Work Management for Teams
  • Share portfolio performance dashboards: Visualize project status, resource impact, total cost of development, and portfolio mix using configurable, out-of-the-box dashboards and reports to drive new product development value

Services Resource Planning for Professional Services Organizations

Services organizations strive to utilize their resources more effectively, optimize their cost structure, and respond quickly to new client opportunities. When manual processes and disparate tools are no longer sufficient, organizations leverage integrated project and resource planning software to see profitability increase and gain visibility from pipeline to invoice.

Planview’s resource planning software merges planning and delivery to optimally align resources with project requirements, ultimately creating client satisfaction.

  • Analytics and reporting: Stay on top of all client projects and resources with up-to-date information; track progress and automate status reporting with out-of-the-box reporting that delivers meaningful views for you and your clients
  • Resource management: Optimize your staffing with real time views of demand to get the right people – internal and contractors – on the right work at the right time
  • Demand and capacity planning: See where demand is coming from and manage it efficiently
  • Engagement management and service delivery management: Capture SOW details like project plans, schedules, and estimates; manage project health, stay on top of resources, fix bottlenecks quickly, and let your clients know exactly what’s happening and why
  • Financial management: Control your costs while serving your clients effectively; track the financials you rely on by client, project, region, etc.
  • Integrate with enterprise applications and systems: Seamless connectivity with both ERP and CRM business applications to automate and streamline opportunity pipeline, capacity planning, and billing processes
The Information You Need

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Planview’s Full Spectrum of Portfolio and Work Management Solutions Enable the Transformation Journey

From innovation to strategy to delivery, Planview provides the most comprehensive portfolio and work management solutions in the industry.

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