On-Screen Takeoff® vs. Planview AdaptiveWork

I think most of the reasoning was just provided on the previous pros and cons questions. On-Screen Takeoff (OST) is well suited for doing either quick takeoffs or getting into an elaborate, detailed takeoff. All though the viewing tools are quick and easy, I would still very much prefer using BlueBeam for looking through an overall set of drawings. With all of the hyperlink and bookmark functions of BlueBeam, OST doesn't compare and I rarely use OST unless I'm actually doing a takeoff.

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I've been an AdaptiveWork (Clarizen) admin for the past 14 years, so I've seen much improvement since I started working with the product. I'm very happy we can utilize the hybrid mode by using the cards, I think this was long overdue but it works very well.

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• The biggest thing for me is that it is so easy to use, which allows it to be used widely throughout our organization without a lot of intense training.
• Another great thing is that it does not matter how big or little the scope of the take off may be, it works just as well for a whole 12 story building take off as it does for a stretch of sidewalk.

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• Many ways to acclimate to the system; documentation, videos, community, and contacts.
• Planview provides scalable customization options tailored to the unique needs of each business unit or department. Easily add or remove fields in the system. As the admin, it was easy to learn how to configure.
• Offers flexibility to adapt to existing systems and align with organizational workflows and processes. There are multiple ways to customize each part of the system to meet our needs.

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• It would be nice if you could select an object that occurs on multiple sheets, copy, and paste it into change orders or alternates.
• If you could search for where a certain condition is being used (which sheet) and go directly to that page or pages, that would be cool.

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• When it comes to reports, it would be great if there was an easy way to roll-up the results instead of having to create configurations to summarize data.
• The consultant experience has not been great when it comes to more advanced needs for configurations. The consultants are in a different timezone which limits hours to work together and it seems hours are spent trying to determine what the requirement is and when the initial thought is that the configuration is possible, it may result in not being able to assist.
• Charts in the reports section are not able to be exported
• When pulling a report together, you need to make sure you pull from the right "item" or level. If you decide you need data that resides in another "item" or level, you need to re-do the report from the beginning.
• Because the system is so configurable and I imagine different clients use the system differently, when you need something automated in your account, where you need to pull a consultant or SME in, the person doesn't necessarily understand your configurations and how things work so they are unable to give recommendations on how to solve problems that don't impact other configurations you already have set up in the system.
• Templates cannot be updated unless they are pulled into a project and then re-saved. In the templates module, you are not able to open a template and edit to re-save. Therefore, making updates to a template can be very time consuming having to find a project to use to pull it in, make updates, re-save and then pull out. It would be great if the templates module allowed you to edit the templates and re-save.

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It provides invaluable communication, organization, and flexibility to generate a project overview both visually and by the numbers. In addition to the overview it makes getting into the project details easy and quick, so our takeoff is accurate and correct every time

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I give my renewal of this product a 9. It's only because we never know what product may come out next and how other factors in our office political environment may cause impact upon this. If I always had my way, this is what we'd settle on as our de facto project management system.

On Screen Takeoff is a valuable tool for what it does. Across the board it can keep track of the critical data and corresponding values without extra legwork. While powerful, it is prone to user error, and the problem can compound quickly if not realized up front. Overall a great project tool, but not without limitations

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It is easy to configure, intuitive. The customization process is in some ways better than Salesforce.com. It has a great UI. It does however depend on how it's implemented.

The design of it is generally fine, however the ability to data upload people from a spreadsheet is an obvious miss.

Sometimes it is slow when everyone is entering their time on Fridays or Mondays but other than that we rarely see downtime and maintenance notifications are well in advance.

Reports: Quick to Reasonable

Most Ancillary Pages: Quick to Reasonable
(By "ancillary" I mean lesser used/master data maintenance pages - e.g. People, Customers, Individual Tasks, Milestones, etc.)

Work Plan (with 100 sub items): Reasonable to Slow

I have had very few issues with the software which is probably the first sign that there is a good customer support team, since I am sure they are working and fixing problems for everyone when they get a report from somewhere. The few times I have had to reach out to support they have been knowledgeable and on top of helping me quickly get my issues resolved.

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It's a good experience overall. Clarizen was useful when needed. It's mostly needed for advice on how to do more sophisticated actions or how to change something that was set up administratively. It's seldom used otherwise. The product consistently works, the documentation is acceptable, and the generally intuitive product is easy enough for most staff to pick up without much issue.

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• We worked with a Project Manager on their side. He was very good about developing a project plan to hit our goal. I think we had weekly or twice weekly calls – very steady cadence over 3 month period.
• Their PM skills were great – kept us on task. For the last week, they sent 2 people on site and they did training for power users. After that a couple of them revisited here

Our trainer, Alex, is exceptional and knows the product really well. I swear he must have wrote the product himself! His manner with training is very easy going, gives you homework that is applicable to what you need to learn and stages it correctly for you. It was a pleasure to be trained by him.

Implementation was as simple as setting up the program and creating databases. Everything else was already in use and this was a supplement to the final organization of the system

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We have been able to implement AdaptiveWork pretty easily but it requires updating of resource availability and continuous training as roles change and new people join the company. Other documentation is used such as spreadsheets for longer range planning and project approval

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Being able to train individuals in a single afternoon on the program and trusting them to get you something usable as soon as possible is quite invaluable. It is also something that I feel is unique to this program. It is just easier.

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Planview AdaptiveWork was the right size, at the right price point that fit our customization and integration flexibility. It is intuitive to use but allowed us to add complexity as our needs grew

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• The software has more than paid for itself because the company has been able to save lots of money when awarding to subs since it is easy to verify quantities to qualify their bids.
• Less of a chance of under-ordering products since the visible audit trail improves accuracy. Also you spend less since you aren't ordering more than you should be.

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• By implementing Planview AdaptiveWork on a company-wide level, we have been able to remove the other project management tools we have been using and consolidate our costs for technology down to a single tool
• The ability to incorporate cross-departmental work and communication has streamlined our project management processes to a point where we can work seamlessly together without interruption trying to consider the gaps between tools
• Reporting capabilities from the unified tool has given our leadership insight and the ability to make strategic business decisions more effectively than ever

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