Resource Management in Planview AdaptiveWork Review
June 23, 2024
Resource Management in Planview AdaptiveWork Review
Score 7 out of 10
Vetted Review
Verified User
Overall Satisfaction with Planview AdaptiveWork
We are utilizing Planview AdaptiveWork as our primary Resource Management tool. The organization never previously had a way to resource demand plan or forecast, as well as in real time track variance versus planned capacity. They also could not see the entire organization's capacity at one glance. It is our one stop shop for all the above now. Adding Pipelined projects into the system allows us to resource plan ahead of time, especially gaining insights to recruitment needs, instead of just in time resourcing, which causes delays in the hiring needs.
Pros
- 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.
Cons
- 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).
- Our goal is to decrease turnover by 10%
- 20% saving on increased utilization across the organization
- 20% revenue increase due to hiring proactively
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.
As of right now, we are working through integrations, but the piece we have been using has been around capacity/resource allocations to see who is overbooked/underbooked or when they "free up" to transition to another project. It also helps determine deficiencies in areas so that we can proactively hire.
We are currently working through Deltek/Costpoint integration for our financials and timesheets. Next, we will scope datalake, Jira, Monday.com, UKG, and our skills warehouse.
The main impact has been to the visibility and real time, any time, reviewing of data. Our organization has never had real time or any visibility to who is working on what other than just each project individually.
Since we are using Planview AdaptiveWork as a resource management tool, the positive impact to our customers has been less turnover due to a more evenly distributed workload. This results in savings on backfills both in hiring time and training. The project runs more efficiently as such.
Planview AdaptiveWork is able to handle the volume of resourcing that we do as well as forecasting out multiple years where other systems were not able to do so.
Do you think Planview AdaptiveWork delivers good value for the price?
Yes
Are you happy with Planview AdaptiveWork's feature set?
Yes
Did Planview AdaptiveWork live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Planview AdaptiveWork go as expected?
No
Would you buy Planview AdaptiveWork again?
Yes
Comments
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