Project Portfolio Management

Use demand management software to see new demand and route requests through a centralized intake process. Portfolio demand management allows you to prioritize and plan a portfolio you can deliver based on capacity.

Centralize Demand Management

Capture all types of demand – product ideas, project and work requests, emerging technology, and new epics and features – with the appropriate information for evaluation.

Work Intake Management and Demand Pipeline Management

Automate intake flow with gates to organize, evaluate, and define decision points. Make objective decisions about whether ideas can be killed, put on hold, or advance for further consideration and prioritization.

Demand Prioritization

Use demand and capacity management tools to rank and prioritize using objective, repeatable scoring criteria comprised of quantitative factors such as ROI, or on qualitative ones such as strategic fit, impact, or risk.

Scenario Planning

Evaluate multiple scenarios to ensure the best portfolio mix. Create and compare scenarios to evaluate the impact of new demand on in-flight projects.

Balance capacity and demand and define achievable role- and team-based plans with Planview’s resource capacity planning software.

Analyze Capacity and Identify Constraints

Identify bottlenecks by role, team, location, and other factors to uncover issues before impacting the portfolio.

Forecast Capacity Requirements

Use capacity planning tools to enter anticipated resources required by role, team, skill, and location to gain an early picture of future needs.

Reallocate Capacity

Shift teams, groups, and individuals in the capacity plan to keep priorities on track.

Assess Impact of Change

What-If Analysis

Model reallocation of teams, groups, and associated funding across the portfolio within capacity planning software to understand impacts and balance trade-offs.

Scenario Planning

Create and compare scenarios to evaluate alternative staffing and funding approaches for achieving portfolio objectives.

Blended Capacity Planning Across Hybrid Ways of Working

Support planning across all types of teams – project, Agile, and shared services. Configure for how you manage teams and people today and into the future, across a mix of work methods with the best capacity planning software in the market.

Use Planview resource management software to gain a dynamic view into all your people – internal and contractor – across project teams, departments, and the enterprise.

Optimize Utilization

Resource planning software provides real-time data to balance assignments across competing projects and support work, assess total demand before accepting new work, and sequence work based on priority and dependencies.

Integrated View of Resources and Work

Combine resources, work, and supporting attributes in a single view to streamline assignments to teams and people based on availability and skills.

Automated Alerting

Set notifications for new and out-of-tolerance assignments.

Understand How Your Resource Plans Align to Work Performed

Improve resource staffing plans by understanding the impact of non-project work and interruptions. Use Planview’s resource management software to compare resource plans to actual work performed.

Time Reporting

Use time tracking across project and non-project work to understand effort and costs.

Effort Analysis

Compare resource plans to actual time spent for improved estimating of effort level required for future projects.

Gain project visibility with a unified view of all work and resources using enterprise project management software from Planview. Expand functionality through integrations with other applications.

Project Planning and Scheduling

Develop and baseline a schedule with a WBS, phases, tasks, and milestones. Drive adoption of standards, increase efficiency, and monitor execution.

Project Financials

Manage project schedules, tasks, resources, and financials to deliver projects on time. Stay on budget with in-flight expense tracking.

Variance Reporting

Measure performance against baselines to see differences between forecasted and actual effort.

Proactively Manage Changes and Risks

With Planview’s project management software, monitor in-flight projects, prioritize iterative work and action items, and assess risks.

In-Flight Statusing

Use real-time status of work to action tasks, issues, and risks that need attention.

Optimize Resource Utilization

Monitor current and forecast future resource requirements to reduce bottlenecks and avoid project delays.

Risk Management

Track and mitigate risks to minimize surprises and improve communication across teams.

Use Planview’s time tracking software to gain visibility into actual time spent on work to improve utilization and forecasting accuracy. Automatically allocate labor costs into CAPEX and OPEX buckets, directly impacting the bottom line. Facilitate billing and chargebacks with quicker reconciliations.

Planview’s time reporting options make capturing actuals easy for your teams, no matter how they work.

Timesheets for Traditional PPM

• Simple, web-based timesheet allows team members to report time to assigned work and standard non-project work
• Portfolio-level timesheet enables resource managers to submit summarized time at the weekly level on behalf of team members
• Project managers easily update project schedules and account for effort without having to chase down status information

Timesheets for Lean and Agile Work

• Automatically track time at the story, feature, and epic levels based on the natural flow of Lean and Agile work
• Collect CAPEX and OPEX time systematically, removing the need for manual reports and reconciliation of timesheets

Embrace today’s multiple ways of working across your organization. Give teams the right tools to deliver outcomes while providing visibility across all work.

Empower teams to deliver their best work, no matter how they work

Teams no longer practice a “one-size-fits-all” work delivery process. Planview PPM solutions include Planview FLEX to support multiple work methods – waterfall, collaborative, and Agile.

With FLEX, your organization gets access to digital workspaces that give your teams Planview ProjectplaceTM and Planview LeanKitTM (or a mix) to deliver:

Project Work and Project Team Collaboration

• Manage discrete projects – milestone-driven, collaborative, task-based
• Focus on project milestones, project visibility, and end-goal achievement

Lean and Agile Work

• Manage the flow of work with highly configurable Kanban boards
• Focus on process excellence and continuous improvement

Align Work to Portfolios

With Planview PPM solutions, all work delivered is tied back into the integrated strategy and portfolio plans that provide stakeholder visibility, drive organizational alignment, and enable enterprise-wide transformation.

Enable effective governance with “just enough” oversight of projects and portfolios.

• Establish process consistency and ownership of deliverables
• Gain efficiency with faster approvals via automated notifications
• Drive quicker, informed decisions with insights, real-time reports, and interactive dashboards

Enable Compliance with Project Management Practices

Easily navigate the project lifecycle from initiation through execution to closure using Planview enterprise project management software.

Automated Workflows

Define and configure workflows aligned to your chosen methodologies.

Templates

Standardize and accelerate delivery with WBS and document templates.

Best Practices

Incorporate industry and company best practices into your processes to efficiently progress projects from one milestone to the next.

Automate Phased- and Stage-gated Processes

Fail fast, deliver faster with improved efficiency and consistent, informed go/no-go decisions.

• Gain visibility into gate deliverables and status
• Visualize trends with configurable gate status fields and dashboards

Centralize and gain visibility into projects and portfolios to accelerate time-to-value. Planview reporting allows you to view key performance indicators (KPIs) enabling you and your stakeholders to make better decisions.

Gain a Complete View of Project and Portfolio Status

Planview portfolio reporting tools embed analytics and reporting into the user experience so you and your stakeholders can take action sooner, stay on track, or pivot. Get immediate actionable information you need to run your organization as part of your daily workflow.

Embedded Reports and Dashboards

Status and KPIs are embedded into the user experience to analyze information as part of daily workflow.

Best Practice Reports

Immediate access to hundreds of configurable best practice Planview FastTrack reports that provide project portfolio visualization and information you need starting day one.

Configurable Ribbons and Tiles

Leverage a unique ribbon on each screen that contains tiles, providing access to chart, table, or visualization data.

Access Where You Need It

Share reports through email, mobile, and common applications such as Microsoft Excel and Microsoft PowerPoint.

Enable users across the enterprise to easily access and share real-time information and take action to keep the business running efficiently.

Ad-Hoc Analysis

Self-service analysis to slice, drill down, roll up, and pivot to turn data into actionable information.

Advanced Visualizations

Leverage the latest in visualizations through Microsoft Power BI and Microsoft Excel to understand and share portfolio, project, resource insights, and delivery metrics including cards, features, and stories.

Robust Data Access

Easy access to the breadth of your data with predefined data sets across portfolios, projects, products, applications, and resources.

Share Progress Through Executive Dashboards

Provide executive-level visibility and insights into portfolio and project performance through dashboards available via browser, mobile phone, or tablet.

Holistic View of Performance

Provide high-level visibility into KPIs in an easy to consume view spanning strategy, initiatives, programs, projects, products, and resources.

Interactive Dashboards

Drill down, filter, and pivot to investigate and uncover critical issues.

Drive strategic objectives using Planview’s program management software to define top-down timeframes and financials, then adjust based on bottom-up progress and forecasts. Support the creation, business case development, and approval of programs that will deliver the organizational strategic initiatives and business outcomes.

Plan Program-defined Timeframes

Program managers can create plans that define delivery timeframes, set key milestones, and establish release dates.

Top-down, Integrated Financial Planning

Define expected costs and benefits for strategies, programs, and projects. Remedy variances with the plan as actual costs and forecasts change. Understand the overall application or product TCO based on investments and support costs.

Roadmap Visualization

Synchronize and communicate schedule, milestones, releases and financials of each application, capability, and product with key information about the associated programs and projects.

Manage Dependencies

Visualize the dependencies across programs, projects and work to understand relationships and optimize delivery.

Define a roadmap to orchestrate delivery of outcomes, communicate priorities, and show progress toward business results.

Define Program Timelines, Milestones, and Releases

Break down work into iterations, allowing for ongoing measurement to determine if performance warrants continued funding.

Align Funding with Priorities

Synchronize the schedule, milestones, releases, and financials of each outcome with key information about associated programs and projects. Funds and budgets can then be allocated as needed to achieve objectives.

Communicate the Plan Across the Business with Roadmap Visualizations

Leverage a framework to partner across the organization to deliver on-strategy. Create roadmap baselines for performance monitoring.

Support the Project to Product Shift

Shift your organization to focus on products, customer experiences, and value streams. Set and communicate direction with roadmaps that combine outcomes, projects, epics, and technologies.