Planview AdaptiveWork Integrations and Add-ins
Integrate Planview AdaptiveWork with your existing enterprise applications and leverage a growing selection of add-ins.
Extend the power and value of Planview AdaptiveWork
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Agile Team Delivery
Atlassian JIRA
Connect the work in JIRA to Planview AdaptiveWork to gain complete transparency, accurate reporting, and enhanced portfolio planning. You’ll quickly benefit from having a single source of truth across teams, no matter how they prefer to work.
Read More • Atlassian JIRAAutomation and Productivity
Resource Heat Map
Generate a heat map to identify potential over/under-loaded resources. The resource planning heat map is an optional visualization aid for organizations to keep track of resource assignment.
Read More • /products-solutions/products/clarizen/resource-heat-map/Automation and Productivity
Organization Chart
Adds an interactive Organizational chart displaying the Direct Manager, Team Members, and Direct Reports of a team member to the People Module.
Read More • Organization ChartAutomation and Productivity
Action Items and Quick Task Import
Add Action Items to any work items and convert structured text into structured work. Quick Task Import lets you take lines from a text file or email and quickly convert them into tasks, either as personal To Do Tasks, new work for a Project’s workplan, or as Project action items that don’t affect the work plan.
Read More • Action Items and Quick Task ImportAutomation and Productivity
Lifecycle
Lifecycle panel displays which state a Request is in, as well as showing the other valid states in its lifecycle.
Read More • LifecycleAutomation and Productivity
Prevent Task Breakdown
Prevent decomposition (further break down) of tasks that already have time entries, actual effort or %complete reported.
Read More • Prevent Task BreakdownAutomation and Productivity
Auto-Baseline
Automatically set a baseline when activating a Draft project and make a notification post in the Project’s Discussion thread.
Read More • Auto-BaselineAutomation and Productivity
Mandatory Cancellation Note
Ensure that Project Managers include Closing Notes before cancelling a Project.
Read More • Mandatory Cancellation NoteAutomation and Productivity
Prevent Reporting on the Wrong Work Item
Prevents users from accidentally reporting progress on non executable work items (typically work items that depend on a non completed work item).
Read More • Prevent Reporting on the Wrong Work ItemAutomation and Productivity
Case State Changes: Auto-fill lifecycle fields
Automatically fill in a Case’s resolved by, resolved date as well as the rest of the lifecycle fields when the state is updated.
Read More • Case State Changes: Auto-fill lifecycle fieldsAutomation and Productivity
Move to Archive
Allows you to move non-relevant work items to an Archive project, just by clicking the ‘Move to Archive’ custom action.
Read More • Move to ArchiveAutomation and Productivity
Hard Dependency
Prevents users from accidentally reporting progress on non-executable work items (typically work items that depend on an incomplete work item).
Read More • Hard DependencyAutomation and Productivity
Discussion-Group-To-Do-Tasks-to-Project
Turn the tasks created in a discussion group into a formal project with just a few clicks.
Read More • Discussion-Group-To-Do-Tasks-to-ProjectAutomation and Productivity
Attach Email to a Work Item
Clarizen’s patent-pending InterAct email engine lets users trigger virtually any action in AdaptiveWork with an email. This App creates an InterAct inbox that allows users to attach the email they send, along with attachments, to a work item.
Read More • Attach Email to a Work ItemAutomation and Productivity
Convert a Request to a Project
A Custom Action that creates a new project from an Enhancement Request and links the Request to the new project.
Read More • Convert a Request to a ProjectAutomation and Productivity
Auto Updated Related Issues
Update work item’s related issues when it’s changed. Marks issues that are linked to a work item as ‘resolved’ when the work item is complete. Update issues’ due date when the work item’s date is changed.
Read More • Auto Updated Related IssuesAutomation and Productivity
Change Task’s Default Work
Change Task’s default work value.
Read More • Change Task’s Default WorkAutomation and Productivity
Holiday Loader
Load in national, local, and religious holidays into your organizational or specific user group calendars in AdaptiveWork as calendar exceptions.
Read More • Holiday LoaderAutomation and Productivity
Successor Task Scheduling
Automatically reschedules successor tasks if a predecessor is completed early or is past due.
Read More • Successor Task SchedulingAutomation and Productivity
Recurring Meetings
If you use recurring tasks to describe project’s meetings, install this app to have work load calculated correctly for all resources.
Read More • Recurring MeetingsAutomation and Productivity
Project Numbering
Automatically assign sequential project numbers to newly created projects.
Read More • Project NumberingAutomation and Productivity
Quick Task Create
Quickly create tasks.
Read More • Quick Task CreateAutomation and Productivity
Create a Task From a Case
Creates a Task from an Case (Request, Issue, Bug or Risk) and links the Case to the new Task.
Read More • Create a Task From a CaseAutomation and Productivity
Service Level Agreement Manager
Automatically route issues by category, severity, and state.
Read More • Service Level Agreement ManagerBranding
Portal Page
A simple, fully brandable and elegant portal landing page with a headline and 3 simple buttons which can be easily adapted with your corporate images and branding. The Portal page is fully configurable to match your organization’s brand language and imagery.
Read More • Portal PageBranding
Theme Editor
Customize Clarizen’s look and feel to align with your organization’s corporate branding style.
Read More • Theme EditorCommunication
Microsoft Teams
Bring Planview AdaptiveWork project data and workflows to your teams via our project to channel integration. The Planview AdaptiveWork Teams App is a comprehensive productivity interface, designed to enhance collaboration and streamline communication between project teams, within the Microsoft Teams ecosystem. Whether you are managing a small team or collaborating on a large-scale project, the AdaptiveWork app empowers teams to scale their work more efficiently and effectively within Microsoft Teams.
Read More • AdaptiveWork Bot for TeamsCommunication
Slack
Activate Planview AdaptiveWork Bot and transform Slack into a powerful work management tool. Planview AdaptiveWork Bot lets you stay up-to-date with your projects without leaving Slack. Our bot is your personal assistant into Planview AdaptiveWork. Get the immediate information you need without having to remember tricky commands. Once you’ve connected with Planview AdaptiveWork, Planview AdaptiveWork Bot can retrieve project status for you, notify you when things go off-track, and check in on your behalf.
Read More • SlackCustomer Relationship Management
Salesforce
Create a connected customer journey across all touchpoints that’s measurable, reportable, and repeatable. This not only benefits your customers – it will increase productivity, improve customer lifetime value, and drive better business outcomes.
Read More • AdaptiveWork Salesforce editionData Import and Export
Data Warehouse Export
Schedule data export on a regular interval of all entities of your choice that are exposed by the API. You can export data to Amazon Redshift, Amazon S3, Box, and Microsoft Azure Blob Storage.
Read More • Data warehouse exportData Import and Export
Data Loader
The AdaptiveWork Data Loader is a web based tool that does not require installation. It can be launched from within AdaptiveWork so that no login is required. Just follow a few simple steps and the data you always wanted to see inside AdaptiveWork will be available.
Read More • Data loaderDemand Management and Prioritization
Priority Automation
Allows you to automatically adjust priority based on criteria such as a work item running late, going over budget, or having resource issues.
Read More • Priority AutomationDemand Management and Prioritization
New Project Demand – Request
A simple form to create new project requests which should go through a New Demand request cycle before being converted into a project. The request entry form can be easily extended to meet your organization’s specific requirements.
Read More • New Project Demand – RequestDocument Management
SharePoint
Connect the document management capability of SharePoint with the powerful project management capabilities of Planview Clarizen. This native connector helps to eliminate “SharePoint sprawl” by bringing project visibility and context to your SharePoint documents.
Document Management
Box
Keep all of the security and document management capabilities of Box and combine it with the project and portfolio visibility and control that Planview AdaptiveWork brings. In addition, Planview AdaptiveWork data can be exported to Box automatically, so it can be utilized by common business intelligence tools.
Document Management
Google G Suite
Bring Planview AdaptiveWork’s powerful project and portfolio management and collaboration capabilities to the shared document creation features of G Suite.
Document Management
Ziflow
Online proofing application streamlines the review and approval process for digital content creation and delivers projects faster.
Read More • Digital proofing with ZiflowFinancial Management
SAP
Leverage Planview AdaptiveWork’s flexible integration with SAP financials to bring together key project financials from Planview AdaptiveWork with the general ledger and invoicing capability of SAP.
Financial Management
NetSuite
Leverage Planview AdaptiveWork’s flexible integration with Netsuite back-office operations and financial business processes to bring key project financials from Planview AdaptiveWork into the resource tracking, project financials, timesheet and expense management modules of NetSuite.
Financial Management
Oracle
Leverage Planview AdaptiveWork’s flexible integration with Oracle’s E-Business Suite (EBS) to bring key project financials from Planview AdaptiveWork together with your financial planning and accounting in Oracle.
Financial Management
Financial Highlights Panel
The panel gives project managers a quick overview of the most important financial information relating to the project at a glance, and is customizable for any fields and custom formulas. The panel also employs conditional formatting to demonstrate the health of those KPIs marked in Green (healthy) and Red (problematic).
Read More • Financial Highlights PanelIT Service Management
ServiceNow
Begin service management in ServiceNow and pass all the project data into Planview AdaptiveWork to gain the powerful tracking, engagement, visibility and resource management that your team needs.
IT Service Management
Zendesk
Bring transparency across your support and project teams. Use Zendesk tickets to trigger actions and workflow in Planview AdaptiveWork and provide project teams with visibility into customer and case information in Zendesk. Bring project data back into Zendesk to keep support teams informed of progress.
Mobile Access
Planview AdaptiveWork for Android
Enables your mobile workforce to get all the information they need from AdaptiveWork at the critical moment they need it. Users will have the ability to collaborate, review their work (tasks and issues), report on progress and timesheets, and even submit new work items from the field.
Read More • AdaptiveWork for AndroidMobile Access
Planview AdaptiveWork for iPhone
Access all the information you need from AdaptiveWork wherever and whenever you need it. Collaborate, review your work and cases, view files, report on progress, timesheets, and expenses and create new items.
Read More • AdaptiveWork for iPhoneNotifications
Activity Stream
Helps you and your team stay up to date with the most important updates to your tasks, milestones, projects, files and other AdaptiveWork items.
Read More • Activity StreamNotifications
Email Notification Manager
Allows sending email notifications under several scenarios such as tasks running behind schedule, resource assignment, unassignment, or items being deleted.
Read More • Email Notification ManagerNotifications
Automatic Send Update Request
Sends a progress update request automatically to all resources when a milestone is updated to At Risk.
Read More • Automatic Send Update RequestNotifications
InterAct Samples
Clarizen’s patented InterAct email engine lets users trigger virtually any action in AdaptiveWork with a simple email. This collection of sample mailboxes and rules will give you a baseline structure to begin working with InterAct.
Read More • InterAct SamplesNotifications
InterAct Issue Management
Clarizen’s patented InterAct Issue Management email engine lets users trigger virtually any action in the AdaptiveWork project management software with a simple email. This Issue Management App features a complete issue life cycle management, all with email messages.
Read More • InterAct Issue ManagementNotifications
Resource Notifications
Notify a resource when they are assigned or removed from a task as well as send notification to resource’s direct manager upon assignment.
Read More • Resource NotificationsOther Ways To Connect
ProSymmetry Tempus Resource
Consolidate your resource data into one place for more efficient capacity planning when working across multiple work management systems.
Other Ways To Connect
Zapier
Instantly connect Planview AdaptiveWork with 2,000+ apps to automate your work across applications and uncover more productivity super powers.
Read More • ZapierProject Planning
Procore
Streamlines the enterprise planning process, provides visibility throughout the full project lifecycle including construction, and facilitates collaboration across all stakeholders, including clients.
Read More • ProcoreProject Planning and Scheduling
PERT Effort Estimation
Includes a custom action to help the project manager estimate the effort of the WBS using the PERT technique.
Read More • PERT Effort EstimationProject Planning and Scheduling
Set Actual Start Date
Set a Task’s Actual Start Date when activity is first recorded. This is particularly useful when using the Planned vs Actual Resource Load views or Roadmap.
Read More • Set Actual Start DateProject Planning and Scheduling
Meet Commit Date
Allows you to prevent users from manually setting a due date that is later than the defined committed date.
Read More • Meet Commit DateProject Planning and Scheduling
Total Slack
This App creates a customer field to show the amount of time that a work item can be overdue without affecting the project’s due date.
Read More • Total SlackReporting and Dashboards
Slide Publisher App
Produce branded, executive-quality Microsoft PowerPoint presentations with up-to-date insights from AdaptiveWork One.
Read More • Slide Publisher AppReporting and Dashboards
Project Version Snapshot Reports
A set of sample best practice reports set for Project Managers to track changes in plans over time.
Read More • Project Version Snapshot ReportsReporting and Dashboards
Program Dashboard and Reports
A sample best practice dashboard and report set for program managers highlighting upcoming milestones, recently-closed tasks, aggregated issues, risks, requests and bugs, aggregated resource team, CAPEX/ OPEX budgets and other financial planning insights.
Read More • Program Dashboard and ReportsReporting and Dashboards
Project Highlight Report
Provides highlights of the past week and the upcoming week, as well as high level project information, risks, requests and issues.
Read More • Project Highlight ReportReporting and Dashboards
Daily Trend Snapshots
Captures actual and expected progress, actual and remaining effort, planned work, unapproved timesheets and scheduling status KPIs as Daily Snapshot data objects that can be utilized for trend reporting and more.
Read More • Daily trend SnapshotsReporting and Dashboards
Portfolio Timelines
See top-level timeline visualizations of projects for Portfolio Projects (show sub projects and shortcuts), Customers (linked projects), or individual Users (Projects they Manage).
Read More • Portfolio TimelinesReporting and Dashboards
Periodic Project Report
Generate a Project Report with basic project information, roadmap, details on milestones, tasks (completed, active and tasks at risk or off/track), risks, requests, issues, bugs and timesheet reports.
Read More • Periodic Project ReportReporting and Dashboards
Document Publisher
Document Publisher lets you dynamically create reports in the Microsoft Word (.docx), PowerPoint (.pptx and .pptm) file formats based on AdaptiveWork data.
Read More • Document PublisherReporting and Visualization
Microsoft Excel
Bring information from Planview AdaptiveWork into Excel for offline manipulation, then import the data back into Planview AdaptiveWork. This integration lets users keep their custom workflows and the computing power of Excel while they leverage Planview AdaptiveWork’s collaborative and project management capabilities.
Read More • AdaptiveWork excel add-inReporting and Visualization
Tableau
Utilize Planview AdaptiveWork data in Tableau to combine with data from other business critical systems for further analysis and insights.
Reporting and Visualization
Gainsight
Maintain transparency and alignment across your Sales, Professional Services and Customer Success teams by providing a clear view of the customer’s experience during onboarding, adoption, and retention stages both in AdaptiveWork and Gainsight.
Read More • GainsightReporting and Visualization
User Analytics
User Analytics is a login tracker for Admins to keep track of their Daily Active Users (DAU) base.
Read More • User AnalyticsResource Management
Add Resource Manager as Work Item Manager
When a user is assigned as a resource, automatically assign their Direct Manager as a Manager on the work item to enable them to swap resources with other team members.
Read More • Add Resource Manager as Work Item ManagerResource Management
Add Project Creator as a Manager
Adds the creator of a project as an Additional Manager.
Read More • Add Project Creator as a ManagerResource Management
Skilled Resource Availability
Assign a skill requirement to a task and a panel will display a list of users with that skill and their availability in the same work week.
Read More • Skilled Resource AvailabilityResource Management
Auto Assign Task Manager
Automatically assigns a manager to a task.
Read More • Auto Assign Task ManagerSecurity
McAfee
Easily conform to your organization’s security needs by applying your existing data security, threat prevention, governance and compliance policies to Planview AdaptiveWork One through API connectors to McAfee MVISION Cloud.
Read More • McAfeeTime Tracking
Time Reporting Compliance
Streamline the reminder and tracking process for time reporting. Time reporting compliance is a operational KPI for organizations to keep track of where their people are spending time.
Read More • Time Reporting ComplianceTime Tracking
Prevent Timesheet Under-Reporting
Prevent users from reporting fewer than 8 hours per day.
Read More • Prevent Timesheet Under-ReportingTime Tracking
Prevent Future Reporting
Prevent reporting of timesheets on future dates.
Read More • Prevent Future ReportingTraining
Training Hub
Training Hub is a preconfigured, extensible page to aggregate all material related to getting the most from Clarizen.
Read More • Training HubUser Administration
Active Directory
Automate the synchronization of your network’s selected Active Directory groups and users into your AdaptiveWork organization with Active Directory User Sync.
Read More • Active DirectoryUser Administration
Group Members as Additional Managers
Automate role assignment for Organizations that have enabled Multi Managers and have certain Groups who should have additional manager (editor-type) permissions over certain projects.
Read More • Group Members as Additional Managers