Project Portfolio Management

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The Planview Platform for Connected Work is the foundation for solutions spanning a breadth of use cases.

• PORTFOLIO PLANNING AND PRIORITIZATION

  Integrate strategy, planning, and delivery

  
  Improve agility and drill down into planning and delivery with modern PPM and portfolio planning tools.
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  Planview’s portfolio planning tools provide visibility and insights to improve performance, mitigate risk, and decrease waste.

  • Portfolio analysis. Rank portfolios based on priorities and drivers. Analyze against financial and resource capacity time-phased budget or target. Understand impact of trade-off decisions on ability to drive outcomes.
  • Portfolio planning and funding. Reprioritize regularly, reallocate funding, analyze trade-offs with continuous planning. Shift to a product-centric approach and use roadmaps for incremental funding.
  • Visibility and streamlined governance. See the big picture with dashboards and analytics, enabling accountability and realization of outcomes with just enough governance.
  • Roadmap visualization. Sync and communicate schedule, milestones, and financials of each application and capability to key information about associated programs and projects.
  • Manage dependencies. Visualize dependencies across programs, projects, work, and applications – understand relationships and optimize delivery.
  • Holistic view of performance. Provide high-level visibility into KPIs in an easy to consume view spanning strategy, programs, projects, resources, and work.

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• SCENARIO ANALYSIS AND PROJECT PRIORITIZATION

  Discover trends and potential solutions with portfolio analysis

  
  Choose the highest value projects and work, understand impact, and model tradeoffs within financial and resource constraints.
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  Take a top-down approach to ensure everyone is focused on the right work, at the right time. Prioritize the highest-value projects and determine what can realistically be completed based on resource capacity and budgets. Enable users to access and share real-time information and take action to keep the business running efficiently.

  • High-level scoping. Define resource and financial needs quickly without a detailed project plan.
  • Scoring. Gather scores throughout the project lifecycle for prioritization of the highest value work and requests.
  • Prioritization. Drive ranking and prioritization using objective, repeatable methods to quantify investment value.
  • Scenario planning and what-if analysis. Create and compare scenarios to evaluate the impact of new demand on in-flight projects. Evaluate multiple scenarios to identify the optimal mix of projects and work: Predict, plan, and re-plan portfolios when resource needs or availabilities change.
  • Integrate with bottom-up plans. Refine plans based on bottom-up project and resource estimates and actuals.
  • Share progress through executive dashboards. Provide executive-level visibility and insights into portfolio and project performance.

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• PROJECT INTAKE AND DEMAND MANAGEMENT

  Manage your demand pipeline against capacity

  
  Capture project requests, new ideas, and project work. Use demand management software to score and prioritize approved work that brings the most value.
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  Use demand management software to see new demand and route requests through a centralized intake process. Portfolio demand management allows you to prioritize and plan a portfolio you can deliver based on capacity.

  • Leverage top-down planning to understand and prioritize demand. Streamline scoping so you can quickly evaluate demand and then adjust based on detailed estimates and actuals.
  • Centralize demand management. Capture all types of demand – product ideas, project and work requests, emerging technology, and new epics and features – with the appropriate information for evaluation.
  • Work intake management and demand pipeline management. Automate intake flow with gates to organize, evaluate, and define decision points. Make objective decisions about whether ideas can be killed, put on hold, or advance for further consideration and prioritization.
  • Demand prioritization. Use demand and capacity management tools to rank and prioritize using objective, repeatable scoring criteria comprised of quantitative factors such as ROI, or on qualitative ones such as strategic fit, impact, or risk.

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• RESOURCE MANAGEMENT AND CAPACITY PLANNING

  Focus your resources on the right work at the right time

  
  Gain visibility into resources, adjust overallocations and reassign work to increase utilization, then make informed decisions based on resource capacity to meet current and future demands.
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  Gain a dynamic view into all people – internal and contractor – across project teams, departments, and the enterprise with Planview resource management software.

  • Flexible capacity and resource planning. Configure for how you manage people and teams today and into the future.
  • Optimize utilization. Balance assignments across competing projects and support work, assess total demand before accepting new work, and sequence work based on priority and dependencies.
  • Integrated view of resources and work. Combine resources, work, and supporting attributes in a single view to streamline assignments to teams and people based on availability and skills.
  • Automated alerting. Set notifications for new and out-of-tolerance assignments.
  • Understand how resource plans align to work performed. Improve staffing plans by understanding impact of non-project work and interruptions.
  • Time reporting. Use time tracking across all work to understand effort and costs.
  • Effort analysis. Compare resource plans to actual time spent for improved estimating of effort level required for future projects.

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• PROJECT PLANNING AND MANAGEMENT

  Centralize and manage project portfolios to establish single source of truth

  
  Project management offers real-time visibility into all project details (staffing, financials, progress, risk, issues, etc.) to improve efficiency.
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  Gain project visibility with a unified view of all work and resources with Planview’s enterprise project management software. Enable effective governance with “just enough” oversight of projects and portfolios.

  • Project planning and scheduling. Develop and baseline a schedule with a WBS, phases, tasks, and milestones. Drive adoption of standards, increase efficiency, and monitor execution.
  • Project financials. Manage project schedules, tasks, resources, and financials to deliver on time. Stay on budget with in-flight expense tracking.
  • Variance reporting. Measure performance against baselines to see differences between forecasted and actual effort.
  • Proactively manage changes and issues. Monitor in-flight projects, prioritize iterative work, tasks, and action items, and spotlight issues that need attention.
  • Optimize resource utilization. Monitor current and forecast future resource requirements to reduce bottlenecks and avoid delays.
  • Risk management. Track and mitigate risks to minimize surprises and improve communication across teams.
  • Automated workflows. Establish process consistency and ownership of deliverables. Define and configure workflows aligned to various methodologies.
  • Best practices. Incorporate industry and company best practices into processes to efficiently progress projects and work.

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• HYBRID EXECUTION AND TEAM DELIVERY

  Visualize work and empower teams no matter how they work

  
  Empower teams with purpose-built execution tools to visualize work to deliver the right work on-time – from collaborative work management to Lean-Agile methods.
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  Embrace today’s multiple ways of working across your organization and give teams the right tools to deliver outcomes while providing visibility across all work. Support multiple work methods – waterfall, collaborative, and Agile, or a hybrid mix of work approaches best suited for the teams and work. Give your teams access to digital workspaces and configurable work delivery experiences:

  • Project work and project team collaboration. Manage discrete projects – milestone-driven, collaborative, task-based. Focus on project milestones, project visibility, and end-goal achievement. Improve team collaboration with easy-to-use contextual discussions at any level of work.
  • Lean and Agile work. Manage the flow of work with highly configurable Kanban boards. Focus on process excellence and continuous improvement. Use embedded agile task management to manage incremental deliverables while centralizing important information so that everyone’s always on the same page.
  • Agile Integrations. Integrate with 3rd-party agile tools enabling teams to continue delivering value without disruption and creating visibility into workflow, cross-collaboration, and alignment with portfolio priorities.

  With Planview PPM solutions, all delivered work is tied back into the integrated strategy and portfolio plans that provide stakeholder visibility, drive organizational alignment, and enable greater agility to deliver the work and outcomes that matter most.

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• FINANCIAL PLANNING AND MANAGEMENT

  Manage costs against budget and across portfolios

  
  Understand cost breakdown by strategies and programs with financial planning/management. Balance your portfolio to project OPEX and CAPEX constraints.
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  Planview’s PPM solutions provide comprehensive views into project budget, actuals, and forecasts to understand how costs break down by innovation, compliance, and “keep the lights on.”

  • Advance project financial planning. Gain a complete understanding of project investment to value realization within capital and expense constraints.
  • Budget, actuals, and forecasts. Effectively manage your project portfolio budget with real-time actuals. Forecast costs and effort, as well as anticipated benefits or revenue.
  • Plan and manage project OPEX and CAPEX. Robust capabilities enable project budget management, forecasting, and tracking actuals. Plan and monitor project OPEX and CAPEX from project schedules and templates that comply with financial reporting policies.
  • Financial analysis. Analyze the breakdown of financial spend to assess portfolio and work health, as well as the balance across portfolios and priorities.
  • Integration. Easy data management with Excel import/export. Connectivity with other financial systems supports an integrated financial process.

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• VISIBILITY AND REPORTING

  Analyze portfolio and project performance

  
  With portfolio reporting tools, get overall health and key project information with stakeholders to know that work is delivered on time, on budget, and delivering the most value to the business.
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  Centralize and gain visibility into projects and portfolios to accelerate time-to-value. Planview reporting allows you to view key performance indicators (KPIs) enabling you and your stakeholders to make better decisions.

  • Gain a complete view of project and portfolio status with reports and dashboards. Planview portfolio reporting tools embed analytics and reporting into the UX so you and stakeholders can take action sooner, stay on track, or pivot at speed.
  • Status and KPIs are embedded into the user experience to analyze information as part of daily workflow.
  • Ad-hoc analysis. Self-service analysis to slice, drill down, roll up, and pivot to turn data into actionable information.
  • Best practice reports. Immediate access to hundreds of configurable best practice Planview FastTrack reports that provide project portfolio visualization and information you need starting day one.
  • Configurable ribbons and tiles. Leverage a unique ribbon on each screen that contains tiles, providing access to chart, table, or visualization data.
  • Access where you need It. Share reports through email, mobile, widgets, and common office productivity apps such as Microsoft Excel, PowerPoint, Teams, and Slack.

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