Planview AdaptiveWork is a web-based collaborative work management software. Planview AdaptiveWork enables users to connect employees and partners and create documents, reports and specialized workflow automation. Planview AdaptiveWork is designed to work across multiple teams to enable cross-company task, project, and resource management.
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RationalPlan
Score 7.7 out of 10
Small Businesses (1-50 employees)
RationalPlan is project management software that has been designed to help project managers keep their projects on time and within budget. The main goal of this software is to make the process of planning projects as short and as straightforward as possible and to guide novice project managers through each step but offer enough tools to those who are more experienced.
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.
Appropriate as a great alternative to MS Project. RationalPlan provides most of the features needed to develop and maintain mid-level complex schedules. Less Appropriate for large complex schedules of long duration. These can be a challenge due to Duration at top-level. It is also a challenge to generate reports for management - reporting feature is limited.
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.
Portfolio view is great to get a feel for how your programme is running at a glance and which areas possibly might require attention. The fact that you can customise your view by adding your own columns is another plus.
All project information in one tool is a big plus for me considering the amount of projects we run with. This really improves efficiency and saves me time. You have the ability to add documents to tasks, manage risks, email resources tasks due for projects they are assigned to(might need some refinement depending on your requirements), material db with costing etc.
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.
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.
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.
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
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.
• 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.
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
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
RationalPlan is cost-effective and allows most users to prepare and manage their schedule. The software lacks comprehensive reporting and duration changes at the top level of a project.
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
