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.

Features

• **Demand Management: **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.
• **Request Intake: **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.
• **Capacity Planning: **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.
• **Resource Planning: **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.
• **Portfolio Management: **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.
• **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.
• **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.
• **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.
• **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.