
Planview ProjectAdvantage is a project and portfolio management product for mid-market organizations and early-stage to maturing PMOs. It centralizes projects, programs, resources, financials, and performance data in one platform, replacing spreadsheets and disconnected tools with structured workflows, real-time dashboards, and AI-powered planning.
Project and Program Management
• Gantt with drag-and-drop scheduling and role-adapted layouts
• Project creation via templates, with Excel and MS Project import
• Program roll-ups, sub-project hierarchy, dependency management
• Phase-gate visibility and critical chain
Portfolio and Resource Management
• Idea and demand management with approval workflows and scoring models
• Portfolio simulation, project ranking, and what-if scenario planning
• Resource and capacity management, including request and commitment workflows
• Budget and cost management with time-distributed costs and forecasting
Adaptive Workflow
• No-code, configurable workflows applied to any object in the platform
• Waterfall, agile, hybrid, critical chain, and phase-gate methodologies supported side by side
• Admins adapt workflows to organizational processes without IT support
Collaboration and Reporting
• Native Microsoft Teams integration for logging time, updating work items, and managing tasks
• Self-service dashboards, native Power BI connector, and PowerPoint export
• Risk, issue, and change tracking alongside document management
AI Capabilities
• AI-generated project plans, including work breakdown structure, phases, and dependencies, from a plain-language description
• AI-assisted risk identification based on project data and historical patterns
• AI-assisted resource matching based on availability, role fit, and cost
• Conversational assistant in Teams for timesheet and work item updates
Deployment
• Typical implementation time of 8 to 12 weeks with no-code setup
• Role-based permissions, single sign-on, and ISO 27001 and SOC 2 compliance
• More than 500 organizations and 350,000 users across 100+ countries
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What is Building Logistics?
Building Logistics manages incoming packages in buildings, offices, universities, and hotels. It tracks, scans, sorts, and notifies recipients, ensuring seamless delivery.
How It Works:
PackageX’s solution uses AI scanning technology to capture text, QR codes, and barcodes, ensuring perfect package intake. It includes data validation, automatic contact matching, customizable notifications, and chain of custody tracking.
Why Choose Us?
- 99% Accuracy: AI scanning captures all package data.
- Zero Lost Packages: Advanced tracking and chain of custody.
- 2X Efficiency: Faster delivery with automatic contact matching and advanced notifications.
Key Features:
- AI scanning with data validation
- Customizable notifications
- Detailed chain of custody
- Advanced delivery rules and tracking
Choose PackageX to automate and streamline your delivery workflows for efficiency, accuracy, and a better recipient experience.
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Merlin Business Intelligence
With that in mind Merlin have 3 stages of Business Intelligence on offer for you, each tailored to meet your requirements, and ensure you get the most up-to-date information when you need it. The Listings feature comes as part of standard Merlin and provides users with a basic reporting function. View these listings on screen, or export to Excel, Listings makes getting access to real-time reports quickly and easily. Merlin Analytics delivers advanced business intelligence and distributor analytics across manufacturing, distribution, wholesale and merchants. It’s your data, your way! All Merlin Dashboards can be personalised, allowing the user to only see information relevant to them and their team. Whilst Listings are user definable, they are easy to create, set up and manage, Merlin will provide you with some standard listings upon setup.
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