Planview Portfolios Planning Package
Dynamic Planning: Rapidly Reallocate, Reprioritize, and Realign
Embrace change and equip your organization for opportunities that lie ahead
What is Dynamic Planning and why do it?
Dynamic Planning has taken on new depths of meaning as organizational priorities are shifting due to disruption. Companies are making quick decisions that could have long-lasting impact. Ensuring a balance between the work that needs to be done immediately and what your company needs for long-term success is critical. With changes coming at lightspeed, planning can’t be an annual process anymore – Dynamic Planning means embracing change and equipping your organization for opportunity that lies ahead. Uncertainty becomes a catalyst for success in the market when others fail to pivot fast enough.
Everything you need to implement Dynamic Planning
The Planview Portfolios Planning Package provides the cloud-based software, implementation, and coaching you need for a quick start to transfer your plans from disconnected spreadsheets into a single solution. Executives, Finance, EPMO, and other teams can collaborate and uplift capabilities in flexible funding models, scenario planning, impact analysis, and visibility to steer strategic change and align delivery. Sized to fit different efforts based on your organization’s needs, Planview’s Planning Packages are implemented through FastTrack services so you can gain insights in just 30 days.
Planview Portfolios Planning Package
Manage the portfolio from formulation to execution enterprise-wide, on a cross-functional scale
Portfolio Funding
Create and manage budgets for strategic, innovation, and organizational investments
Prioritization
Rank and prioritize investments to achieve the most impactful strategic goals
Scenario Planning
Understand and analyze trade-offs in a constantly changing environment with real-time data
Capacity Planning
Make effective decisions within financial and capacity constraints
Financial Forecasting
Manage investment funding, understand spend to date, and forecast effectively
Analytics and Reporting
Quickly reprioritize and realign work as changes impact your organization’s strategy
Dynamic Planning package benefits and value
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Establish and revisit strategic direction to re-evaluate your strategic initiatives and model different impacts
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Allocate funding to set funding guardrails and establish expected ROI
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Continuously prioritize investments within different scenarios, shift and balance decisions vs constraints, and create flexible funding models
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Review performance to effectively forecast, understand spend to date, and provide visibility and governance to keep up with the pace of change
Planview Portfolios Planning Packages
Select the right package for your needs – Quickly start to plan and reprioritize
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Select User Package – Base and Standard
Portfolio Management FLEX* Users
Manage and act on portfolio analysis and project prioritization, what-if and scenario planning, as well as resource planning and capacity planning. Users can view/modify entities such as portfolios, projects, and issues.
*FLEX-enabled users have additional access to Planview ProjectPlace™ and Planview AgilePlace™. These work delivery solutions offer separate collaborative tools for teams and stakeholders to work on analysis, approaches, and solutions that encompass the planning process.
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Base
Up to 50 Portfolio Management FLEX Users
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Standard
Up to 100 Portfolio Management FLEX Users
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Custom
>100 Portfolio Management FLEX Users
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Administrator FLEX* Users
Configure and manage the solution, as well as perform project portfolio and resource management functions. During implementation, your Planview representative will equip your administrator to master the role.
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2 Administrator FLEX Users
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4 Administrator FLEX Users
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Custom Administrator FLEX Users
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FLEX Sandbox
A non-production environment to allow activities to be carried out without impacting day-to-day operations. Investigate new functionality or capabilities, conduct end-user training, and develop/test analytics and reporting.
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+ FastTrack Services
Fixed-price implementation services package with remote delivery will enable fixed scope planning capabilities.
- Solution blueprint workshop provides education on the solution and agreement on business outcomes
- Configuration workshops deliver capabilities aligned with your data needs; immediate hands-on to drive validation and feedback
- Cadence-based coaching provides a Planview expert mentor to provide process, e.g, Dynamic Planning cycles, portfolio reviews, investment approval meetings
- Solution refinement to evolve and optimize solution based on feedback
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Base
Standard
Launch-ready by the end of month 1
Cadence-based coaching for 2 months
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Custom
Custom Services
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Reporting
Equip stakeholders with the insights they need to drive strategic success and visually show the road to better decision-making in real time with automated dashboards and reports.
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The World of Work is Changing: Will You Evolve or Be Left Behind?
Be the catalyst for organizational agility and flexibility – no matter how your teams work
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Planview Portfolios and Flex
Watch the demo • Planview Portfolios and Flex
See the Planview PPM Pro Planning Package in Action
Watch Demo for Planview PPM Pro demo • Planview planview-ppm-pro