Project Portfolio and Resource Management
Watch Demo Evolve your PMO. See how.Evolve your PMO: Deliver business results
Project Portfolio Management
Speed time-to-market
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.
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.
eBookThe World of Work Is Changing: Will You Evolve or Be Left Behind?
Be the catalyst for organizational agility and flexibility – no matter how your teams work
View the eBook • The World of Work Is Changing: Will You Evolve or Be Left Behind?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. 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:
- Project-centric work
- Project portfolio management tools like Planview Enterprise One and Planview PPM Pro for traditional waterfall projects
- Collaborative workspaces in Projectplace
- 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.
Learn more about empowering teams
Embrace New Ways of Working with Planview FLEX Get work done – no matter how your team works- Project-centric work
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.
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.
Make the move from project to programs and product-centric delivery: Realign quicker as priorities shift and funding aligns with sources of value. eBookPlanning Deconstructed
5 types of planning crucial to delivering on strategy with a dynamic and continuous approach
View the eBook • Planning DeconstructedOrganization / 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.
1 2 31Benefits & ROI Targets
2Mix of Financial & Effort Constraints
3Demand = Program
1 2 3 41Portfolio by Internal Capability
2Points for Capacity
3Demand = Epic
4Dependencies
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 ProductEnhance 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.
Porfolio Management
Work Management
Traditional PPM
Top-down Governance
Projects
Temporal Teams
Modern PPM
Adaptive Governance
Projects and epics
Stable dedicated, temporal, and shared services teams
Mix of delivery methodologies and tools for teams to do their best work
Lean PPM
(Minimum-viable Governance)
Epics and features
Fixed, product-centric teams-of-teams
Driving tangible customer experiences and business outcomes
Streamline governance for traditional, modern, and lean approaches in your strategy-to-delivery journey. DemoThe 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 OneGovernance
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?
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?
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?
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?
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 ReportingModern 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.
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
Connecting Strategy to Delivery for Digital Speed
Rewire for your strategy to delivery transformation journey
Watch the demo: Connecting Strategy to Delivery for Digital SpeedModern 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
Learn more about enhancing visibility and streamlined governance
Managing Transformation: Connect Strategy to Delivery for Dynamic Business TodayGartner 2022 Enterprise Agile Planning Tools Magic Quadrant
Get the Report • Gartner 2022 Enterprise Agile Planning Tools Magic Quadrant
Planview’s comprehensive line of project portfolio management software
- Planview Enterprise One™Enterprise-wide portfolio management that connects strategy to delivery spanning traditional and Lean-Agile approaches.Watch demo • Planview Enterprise One™
- Planview Clarizen™Enterprise work management for project portfolio management and professional services delivery teams.Watch demo • Planview Clarizen™
- Planview PPM Pro™Mid-tier PPM that accelerates PMO and project success across the enterprise.Watch demo • Planview PPM Pro™
- Planview Daptiv™Foundational project and resource management software for PMOs establishing a PPM discipline.Watch demo • Planview Daptiv™
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
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
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
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
Featured Video
The PMO’s Journey Toward Agility
Define the optimal path forward on your PMO’s journey toward agility.
Watch the video • The PMO’s Journey Toward Agility
Resource Planning, Prioritization, Demand, Visibility: Essential Guides for the Savvy PMO
Get savvy and evolve your PPM maturity beyond the basics
Read the article • Resource Planning, Prioritization, Demand, Visibility: Essential Guides for the Savvy PMOPlanning Deconstructed
5 Types of Planning Crucial to Delivering on Strategy with a Dynamic and Continuous Approach
Get the eBook • Planning DeconstructedFive Critical Questions to Ask Your PPM Vendor
Get the whitepaper • Five Critical Questions to Ask Your PPM Vendor
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
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