Planview AdaptiveWork Review
We use it to manage enterprise and implementation projects and are working towards leveraging it for resource management
Planview AdaptiveWorkFormerly Planview Clarizen
Overview
What is Planview AdaptiveWork?
Planview AdaptiveWork is a web-based collaborative work management software. Planview AdaptiveWork enables users to connect employees and partners and create documents, reports and specialized workflow automation. Planview AdaptiveWork is designed to work across multiple teams to enable cross-company task, project,…
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What is Planview AdaptiveWork?
Planview AdaptiveWork is a web-based collaborative work management software. Planview AdaptiveWork enables users to connect employees and partners and create documents, reports and specialized workflow automation. Planview AdaptiveWork is designed to work across multiple teams to enable cross…
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- Competitors
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- Downloadables
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What is Planview AdaptiveWork?
AdaptiveWork is a project portfolio management and professional services automation software to connect and engage the workforce across the enterprise. It enables PMO and professional services teams of all sizes to gain real-time visibility across all their work, automate workflows, and proactively manage risks, to deliver business outcomes.
AdaptiveWork is designed to work across multiple teams to enable cross-company and client task, project, resource, collaboration, and cost and revenue forecasting. It can serve as a single pane of glass to run an organization.
- Plan – track, manage, and prioritize internal and external client work to plan resources
- Analyze and report – create a single line of sight and visibility across internal and external client work and share with stakeholders
- Project and work management – centralize, automate, and optimize planning and administration for all execution to keep teams and customer connected to strategy
- Team delivery – accelerate delivery with multiple ways of working like traditional project, agile, and hybrid, and collaborate with stakeholders using in-context collaboration
- Financial management – capture all financials on projects and work, from labor or non-labor, CAPEX vs OPEX, billable vs. non-billable, and adapt as needs change
- Configurable workflow automation – Trigger actions on literally any item in the system, flexibly
Planview AdaptiveWork Features
- Supported: Demand and Project Planning
- Supported: Capacity and Resource Management
- Supported: Dynamic Reports and Dashboards
- Supported: Automated PowerPoint Reports
- Supported: Risk Management
- Supported: Workflow Automation and Processes
- Supported: Project Templates
- Supported: Hybrid and Agile Work Management
- Supported: In-Context Collaboration
- Supported: Budget, Time and Expense Tracking
- Supported: Revenue Forecasting
- Supported: Rate Cards
Planview AdaptiveWork Screenshots
Planview AdaptiveWork Integrations
- Box
- Google Drive
- Salesforce
- JIRA
- MS Microsoft Visual Studio TFS
Planview AdaptiveWork Competitors
Planview AdaptiveWork Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android, Windows Phone, Mobile Web |
| Supported Countries | Worldwide |
| Supported Languages | English, French, Chinese, German, Spanish, Italian, Dutch |
Planview AdaptiveWork Downloadables
Frequently Asked Questions
Planview AdaptiveWork is a web-based collaborative work management software. Planview AdaptiveWork enables users to connect employees and partners and create documents, reports and specialized workflow automation. Planview AdaptiveWork is designed to work across multiple teams to enable cross-company task, project, and resource management.
Microsoft Project, monday.com, and Adobe Workfront are common alternatives for Planview AdaptiveWork.
Reviewers rate Performance and Support Rating highest, with a score of 9.1.
The most common users of Planview AdaptiveWork are from Mid-sized Companies (51-1,000 employees).
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Reviews
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June 27, 2024
Planview AdaptiveWork Review
- setting up views
- easy UI
- configuration
- Resource management
- Reporting and dashboards
- Financials
- Integrations with other reporting tools like PowerBI
- Roadmaps
June 23, 2024
Resource Management in Planview AdaptiveWork Review
- Many ways to acclimate to the system; documentation, videos, community, and contacts.
- Planview provides scalable customization options tailored to the unique needs of each business unit or department. Easily add or remove fields in the system. As the admin, it was easy to learn how to configure.
- Offers flexibility to adapt to existing systems and align with organizational workflows and processes. There are multiple ways to customize each part of the system to meet our needs.
- As a resource management tool, managing capacity has been very difficult and even to this day I cannot seem to manage variating FTEs. Using a calendar to calculate capacity is unmanageable. We have many on staff who are not a full 1.0 employees, and we cannot get a resolution how to adjust in the system.
- Adding multiple tasks, in bulk, cannot be done at a user level which is very resource management 101. I should be able to go to the user and add/delete projects or change allocations. This makes it very difficult when 1 user is being added to 10s of projects at one time.
- The reporting is not intuitive. Generating customized reporting is available, but it is very hard to get something that should be easy, such as capacity in % each month by user, by program/project/or group. That is one example.
- It is difficult to manage tasks that have assignments over 25 resources as the screen limits view to 25. This requires a lot of time to tab and refresh each tab if a resource was added or removed (recalculating demand).
June 20, 2024
Planview AdaptiveWork Review
- Expense Tracking
- Time Sheet Tracking
- Historical Records of each project
- When an end date is changed, the start date changes to the end date even when the start date was set at the time of project setup.
- Inability to clean up customer lists even if customers have been inactive for a number of years.
- Pulling some reporting information is hard to pull because it goes by name or project number assigned. It does not always feel streamlined.
June 19, 2024
My experience with Planview AdaptiveWork
Score 7 out of 10
Vetted Review
Verified User
- Allowing multiple team members to simultaneously work on a project with live updating
- Good uptime
- Massively customisable
- Project cases get muddled or confused sometimes while running through milestones. Resulting in completion statuses at half-mast. Can be confusing
- The mobile app is almost unusable. Would really like to see that completely revamped
June 19, 2024
AdaptiveWork - Works for Us.
- Reporting.
- Project Management,
- Being able to customize the tool to make it fit our business needs.
- We've had technical issues this year with the Global Search functionality. It only worked for specific users, but this has been resolved.
June 10, 2024
Planview AdaptiveWork Review
- Flexibility in how we as an organization want to track our projects/data.
- Ability to put together reports for any data point in the system/and create charts as needed for that data.
- Capacity Planning tracking.
- When it comes to reports, it would be great if there was an easy way to roll-up the results instead of having to create configurations to summarize data.
- The consultant experience has not been great when it comes to more advanced needs for configurations. The consultants are in a different timezone which limits hours to work together and it seems hours are spent trying to determine what the requirement is and when the initial thought is that the configuration is possible, it may result in not being able to assist.
- Charts in the reports section are not able to be exported
- When pulling a report together, you need to make sure you pull from the right "item" or level. If you decide you need data that resides in another "item" or level, you need to re-do the report from the beginning.
- Because the system is so configurable and I imagine different clients use the system differently, when you need something automated in your account, where you need to pull a consultant or SME in, the person doesn't necessarily understand your configurations and how things work so they are unable to give recommendations on how to solve problems that don't impact other configurations you already have set up in the system.
- Templates cannot be updated unless they are pulled into a project and then re-saved. In the templates module, you are not able to open a template and edit to re-save. Therefore, making updates to a template can be very time consuming having to find a project to use to pull it in, make updates, re-save and then pull out. It would be great if the templates module allowed you to edit the templates and re-save.
May 17, 2024
Planview AdaptiveWork
Score 7 out of 10
Vetted Review
Verified User
- Project Management
- Business Rules
- Integration
- Time Management
April 24, 2024
Planview AdaptiveWork
- Project Management
- Resource Planning
- Performance Analytics
- Project Time Keeping
- Expense Management
- Provides an enterprise-level solution that offers scalability like no other tool
- Clearly defines permissions and individual workspaces that can be custom-tailored to the work style of different departments and team members
- Provides flexibility in the organization of data and the ability to access it
- Supplies us with exceptional reporting capabilities that give us the power to look at projects from the highest to the lowest levels of granularity
- Planview AdaptiveWork's ability to create relations between work estimates, resources, and time is one of its strengths but also one of its drawbacks. The average user is a little less considerate of the way these things interact with each and the automatic way in which Planview AdaptiveWork will affect one or the other can occasionally create a confusing scenario if the user is unaware of how changing one will affect the other
November 15, 2023
AdaptiveWork for Chemical Product Development
- Estimate realistic timelines
- Properly allocate the available resources
- Break down projects into manageable tasks
- Track actual time spent on a project and tasks within it
- More intuitive user interface
- Simpler project creation
- Tutorials for seldom performed tasks
October 30, 2023
AdaptiveWork is an excellent project management platform
- Has a visually appealing UI that is easy to learn and navigate
- Allows for deep customization, enabling organizations to modify it for their own unique needs
- Integrates well with third party tools (ie. Jira) as well as other Planview products
- Project ownership is difficult to manage when it is split between multiple teams/users
- Resource management modules are difficult to utilize due to relatively limited functionality.
- When multiple users are editing the same project, it can sometimes be difficult to not overwrite one another
October 21, 2023
Information Centralized - Clarizen as Source of Truth
- Program, portfolio, project hierarchy
- Intuitive
- Reporting
- More intuitive ability to build reports
September 15, 2023
Reacclimating with Planview AdaptiveWork
Score 9 out of 10
Vetted Review
Verified User
- robust product that seems to be all inclusive
- enhancing the platform
- keeping up with technology
- advanced integration with several partners
- In the hybrid cards version there is not a way to use the resource filed as a sort/card lane, it would be nice to be able to use this field to view tasks assigned to a resource all in one column/lane.
- I haven't used the Risk and Issues portion much, but plan to. It seems odd to me that I have to click out to a new section to track these items for a project.
- I'd like to see the meeting notes enhanced a bit so that you can copy the last agenda forward with unfinished tasks and or action items
September 14, 2023
Streamlined Project Portfolio Management!
- Resource Capacity Planning has been a game changer for us to forecast resource availability as new priorities arise
- Roadmaps are very easy to create at the project, program, or portfolio level
- Customization has allowed us to create unique items for teams and align the system with our brand
- Dashboards are cumbersome to build because you have to build reports for each widget and they are visually very limited (you can't choose colors, layouts are limited, etc.)
- Out of box features better support bottom up resource planning rather than top down (allocations at the project level)
- You need a fair amount of technical knowledge to customize the system via configurations
September 14, 2023
Planview AdaptiveWork Review
- Various view options
- Editing options
- Team Board
- Easier communication process among team members
- Update notifications linked to e-mails.
- Collaboration boards
September 14, 2023
Planview Keeps Up with the Pace of the Business
- headcount utilization
- customization
- tailored reporting
- bulk uploading
- APIs
September 14, 2023
Love the ability we have to customize Planview AdaptiveWork to meet the unique needs of our organization.
- Reporting
- Capacity Planning
- Slide Publisher
- Project Templates
- Project Work Plan assignments with Outlook (bi-directional)
- Utilization reporting accessible to Team Member license
- Time approvals should be routed to a queue for approvers vs. all available to Owners, Resource Managers and Admins
September 14, 2023
Professional Services Planview AdaptiveWork advocate
- Project Plan standardization
- Timesheet entry and tracking
- Customized actions to simplify and ensure compliance
- Report building
- Resource Planning (always a difficult and complex topic)
September 14, 2023
AdaptiveWork Review
- Capacity Planner
- Slide Publisher
- ease of building reports
- as a new user, we are changing our ways of doing things to align with Planview best practices, so I don't have any areas of improvement just yet
September 14, 2023
Configuration is key to success
- Allows for custom configurations to meet internal needs such as automated approval of project deliverables.
- Provides direct integration with SharePoint, ServiceNow, etc.
- Provides full financial management capabilities.
- Timesheet management
- Inline tool tips or help doumentation
- Accessibility compliance
September 14, 2023
Building projects from start to finish
- Standardized Intake
- Standardize Project Tracking
- Developed varied reporting
- Reporting - Templates
- Managing Dashboard
- Connecting to other systems
- configuration options
- out of the box features
- low coding options
- out of the box office365 connectors with more options
- user mapping from azure AD to groups and profiles should be easier to setup
- hybrid view fully compatible with profile configurations on menu options visibility
September 14, 2023
Adaptive work is helping us crush the silos and talk about common process and workflows.
- Providing access to project details
- Adaptive to our unique data requirements
- Ability to provide data for management with KPI's
- Reporting capabilities
- Project task and scheduling (Laying out the project plan with milestones and reporting on status reports)
- Resource Management stream- Making it easy for project assignment
May 30, 2023
Great PM resource Tracking
- project management
- resource allocation
- Dashboard visualization
- cleaner dashboard
- simpler tracking
May 05, 2023
Logic not efficient in my opinion
- Time tracking
- I believe the Field title is not always the data/info of which they are labeled. Extremely, admin & click heavy.
- Logic - I believe the logic in many areas is not correct/effective, or efficient.
- Consistent Functionality - matching functionality approach. In my opinion, different areas have different functionality for the same functions.