Planview AdaptiveWork

Formerly Planview Clarizen

We have one workflow configured and it needs redone and we don't know how to fix it. Our implementation resource did it for us. We do not know how to configure labels, swim lanes or board templates, all of which sound like useful items. We've only added fields to the property card, which is very useful.

We added a risk and issue workflow that has an approval process within the system. This created a way for the organization to track and choose appropriately which should be active and which are not. This results a consistent approach to provide the details and next steps to the client.

We have made templates to make entering projects easier depending on the type of work.

Creation of custom views for different groups and team meetings has been useful. We also pull live graphs and stats in custom dashboards to assist in weekly reviews and 1-2-1's.

Yes, streamlining processes without using email that go back and forth between parties makes it much more efficient and having these tracked at the project and request level for auditing purposes.

We've created configurations that allow us to automate an approval flow in the system - which saves us time on emailing to get approvals and having those approvals outside of the project data. We've also created configurations that allow us to keep track of risks within projects and pulling in dates that need to be met to keep a project "on track." This is great for reporting out on what is going on with a project and allows insight for all parties to see how projects are trending. We use templates with work efforts programmed in to predict capacity based on the strategy of the project. This gives managers insight into what their folks are working on and at what times so they know who to assign incoming work to.

We have used custom actions to require fields be populated and ensure the correct data is being collected upon creation of a variety of objects in the tool.

Planview AdaptiveWork is highly configurable. We have made configuration changes to add custom fields, new workflows, validations, and notifications.

The term "custom" cannot be understated in Planview AdaptiveWork. When you look at the multiplying effect of custom fields, that run into custom workflows, custom reports, views, actions... you start to realize that if there is anything you can possibly think to create in Planview AdaptiveWork, you can. Whatever your flow or requirements may be, you can custom create something that will accurately capture, display and report on the data that you need the most. Additionally, the professional services offered by Planview are exceptional and the patient ability of these representatives is unmatched, allowing you to easily consult and discuss whatever needs to be accomplished from a custom standpoint in your instance.

I personally use a group of templates created as a custom build for my company which is tailored to our needs. This helps us work through a project with most required elements in place but the flexibility to add and subtract as needed. For a chemistry focused business this lets us concentrate on the end result.

We have set up the platform so that each operating division has a separate 'piece of the pie.' They are able to provide updates and timelines on their specific portion but also leave the overarching project untouched. This has facilitated communication within teams, without slowing down the overall project.

We have created dashboards that create a high-level overview of the different functions of our organization.

I have configured several custom fields to allow us to report and separate on projects in many levels. We have unique phases, several strategies and categories we need projects to report in. The customization aspect is amazing and allows us to be unique in reporting and dashboarding. Also the customization was curtail when we began our merger and the other organization had separate goals, job titles, etc. this allowed us to create matching fields for each organization and compare and/or combine like categories.

We've created customized prioritization rubrics, project templates and lifecycles, and access/approval permissions for our individual teams. Each team has a project workflow that supports their unique needs.

Board templates have been essential and duplicating methods to assist our customers.

Yes we have. It's given us the opportunity to deliver faster for our customers.

Yes- our various team members love the customization.

We have created many custom actions to simplify tasks and validate data or enforce governance. We have also created multiple views that customize the end user experience, streamlining what information is available per view to kee the use focused on the tasks at hand. We have also utilized dashboards to give "status at a glance" information with the ability to drill down into the specifics This has helped provide better information for management decision making and also helped improve overall productivity of the end users

Yes - we have customized many areas to optimize the product for our business.

We have configured work plans that allign to our project methodology which ensures project deliverables are produced as required, approvals are automatically sent to the appropriate stakeholder, etc. This means less manual review and control testing. This includes a configured interface wit ServiceNow to ensure appropriate technology change processes are followed, and SharePoint so delivered are captured and viewed directly through the tool.

AS I have taken over it...we did not do much I am working to try to bring this together. We have templates, some labels but we currently do not use swim lanes and card fields. We have started using icons. Currently I am working to bring the teams together.

- validation rules
- automations
- custom forms
- layout per profile
Giving the users only what they need and improve daily productivity in working combined with a clear segregation of duties and avoiding honest mistakes or misuse

Swimlanes have helped, but we have not delved into organization lables, board templates, icons etc. Swimlanes have made our resource managers job a lot easier.

Yes as our business have multiple teams with multiple locations and teams that have tasks overlapping, it required some brainstorming for our team members to find the correct solution that would make it efficient for our teams to migrate all the project data on multiple platforms to Planview. Once it was migrated we still needed some help with setting up user profiles.