Planview AdaptiveWork (formerly Clarizen) is a comprehensive cloud-based project portfolio management (PPM) software designed to help organizations manage their projects, programs, and resources efficiently. Here’s an overview of what the product does and its key features:
Overview
Planview AdaptiveWork is tailored for project management offices (PMOs) and professional services delivery teams of all sizes. It provides real-time visibility across all work, enabling organizations to proactively manage risks, automate workflows, and deliver greater business impact. The software supports both traditional waterfall and agile/scrum methodologies, making it versatile for diverse team requirements.
Key Features and Functionality
Hybrid Work Management
Planview AdaptiveWork offers hybrid work management capabilities, allowing teams to work in their preferred methodologies. This includes support for agile task management with Kanban-style workspaces for backlog prioritization and sprint planning, as well as traditional project planning tools like Gantt charts and work breakdown structures.
Demand Management
The software includes robust demand management features that enable users to track, manage, and prioritize work requests. All requests are automatically populated with relevant details necessary for execution, ensuring that all necessary information is captured from the outset.
Client Project Planning
Planview AdaptiveWork integrates bi-directionally with CRM systems using custom triggers to capture opportunity details for planning client projects. This ensures a seamless transition from opportunity to project planning.
Request Intake and Approval
The platform automates and manages the various stages of the request process, including submission, scoring, prioritization, routing, and approval. This streamlines the conversion of requests into projects, work, or tasks.
Capacity and Resource Planning
Planview AdaptiveWork provides tools for capacity planning, giving a full picture of the organization’s capacity versus demand. It offers real-time visibility into teams’ availability, enabling better planning and optimization of resource assignments across projects. Resource planning features help identify under- and over-utilized resources, balance workloads, and optimize resource utilization by time phase.
Reporting and Dashboards
The software generates customizable reports and dashboards, providing insights into project performance and risks. This includes dynamic reports, portfolio roadmaps, and goals management, which help in taking corrective actions for future projects.
Automation and Collaboration
Planview AdaptiveWork centralizes, automates, and optimizes planning and administration for efficient project execution. It includes features like workflow automation, project templates, and customer account profiles. The platform also promotes collaboration through external collaborator functionality, mobile apps, and integrations with various third-party applications such as Slack, Jira, Salesforce, and Microsoft Teams.
Customizable Views
Users can customize views according to their specific needs using the View Navigator. There are two main view types: Module views for managing information for item types (tasks, users, timesheets), and Item Detail Views for managing information in context to a specific item (project, group, request). These views are fully customizable to suit individual and organizational needs.
Security and Compliance
Planview AdaptiveWork ensures robust security protocols, including bank-level TLS encryption for data in transit, SOC 2 Certification, and ISO 27001 certification. Role-based security access allows users to maintain control over confidential and sensitive project information based on user permissions.
In summary, Planview AdaptiveWork is a powerful PPM tool that offers a centralized platform for managing projects, automating workflows, and optimizing resource allocation. Its hybrid work management, robust reporting, and customizable views make it an ideal solution for organizations of all sizes across various industries.
