Planview AdaptiveWork is a project and portfolio management product for organizations managing complex execution across multiple portfolios and delivery models. It supports IT PPM, Professional Services Automation, Product Development and R&D, and business project and program management use cases, with Planview Anvi available as an embedded AI add-on for insights and automation.
Governed Workflow Automation
-Low-code workflow automation for any step in the portfolio and project management process
-Changes ripple automatically across hundreds or thousands of projects
-Admins create and manage workflow changes without code
-Waterfall, agile, stage-gate, and hybrid delivery supported in one governed system
Resource and Capacity Planning
-Time-phased planning and allocation across thousands of resources by month, quarter, or year
-Planning horizon extends years forward and back without restructuring the system
-Supports employees, contractors, equipment, and other non-labor resources
Financial and Portfolio Reporting
-Bidirectional reporting: top-down portfolio to project, and bottom-up project to portfolio
-Time-phased financial planning, forecasting, and tracking, including when funds are committed or earned
-Role-based and executive-ready reporting dashboards
-Native data export on any data object, including custom fields, for ALM, PLM, ERP, and BI systems
Extensible Data Model
-Every standard object, custom field, and custom object automatically generates API endpoints
-Custom objects support hundreds of configurable fields, each API-enabled by design
-Data model can be extended without breaking integrations or requiring middleware
Embedded AI with Planview Anvi
-Natural language questions answered about any project, program, or portfolio using live data
-Scheduled agents automate recurring status reports on a defined schedule
-Risk identification agent surfaces risks at project initiation from scope, timeline, and resource profile
-Work plan agent surfaces recommendations based on delivery patterns across the organization
-Sentiment analysis across project text fields and an in-app text assistant for tone, grammar, and translation
-Customer data is not used to train AI models
AdaptiveWork is designed for upper mid-market to large organizations, including departments within larger enterprises, that need governance and reporting to scale without adding administrative overhead.
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The Planfix platform allows organizations to manage their entire business online. Regardless of company size and industry, Planfix has something to offer as an excellent project and work management tool. With Planfix, your company gets a fully customizable management system, from process design to appearance.
The integrated Planfix platform allows users to manage tasks and projects, CRM, sales, marketing, production, logistics, support services, finance, and human resources all at once. Data transfer between teams is seamless — for example, transactions during the implementation stage become projects, which are then transferred to support.
We believe that Planfix is suitable for private businesses, nonprofits, public organizations, and any other group working towards a common goal.
More than 68,000 users use Planfix to automate business workflows in over 7,000 companies.
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Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business.
Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams.
With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients.
The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources.
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