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Planview AdaptiveWork

Planview AdaptiveWork
Formerly Planview Clarizen

Overview

What is Planview AdaptiveWork?

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,…

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Recent Reviews
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Reviewer Pros & Cons

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Pricing

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What is Planview AdaptiveWork?

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…

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttp://www.clarizen.com/pricing/pricing…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Planview AdaptiveWork?

AdaptiveWork is a project portfolio management and professional services automation software to connect and engage the workforce across the enterprise. It enables PMO and professional services teams of all sizes to gain real-time visibility across all their work, automate workflows, and proactively manage risks, to deliver business outcomes.

AdaptiveWork is designed to work across multiple teams to enable cross-company and client task, project, resource, collaboration, and cost and revenue forecasting. It can serve as a single pane of glass to run an organization.

  • Plan – track, manage, and prioritize internal and external client work to plan resources
  • Analyze and report – create a single line of sight and visibility across internal and external client work and share with stakeholders
  • Project and work management – centralize, automate, and optimize planning and administration for all execution to keep teams and customer connected to strategy
  • Team delivery – accelerate delivery with multiple ways of working like traditional project, agile, and hybrid, and collaborate with stakeholders using in-context collaboration
  • Financial management – capture all financials on projects and work, from labor or non-labor, CAPEX vs OPEX, billable vs. non-billable, and adapt as needs change
  • Configurable workflow automation – Trigger actions on literally any item in the system, flexibly

Planview AdaptiveWork Features

  • Supported: Demand and Project Planning
  • Supported: Capacity and Resource Management
  • Supported: Dynamic Reports and Dashboards
  • Supported: Automated PowerPoint Reports
  • Supported: Risk Management
  • Supported: Workflow Automation and Processes
  • Supported: Project Templates
  • Supported: Hybrid and Agile Work Management
  • Supported: In-Context Collaboration
  • Supported: Budget, Time and Expense Tracking
  • Supported: Revenue Forecasting
  • Supported: Rate Cards

Planview AdaptiveWork Screenshots

Screenshot of Complete Portfolio ManagementScreenshot of Integration Through an Array of AppsScreenshot of Real-Time Project ManagementScreenshot of Robust Social Collaboration - From Ideation to Project Delivery

Planview AdaptiveWork Integrations

Planview AdaptiveWork Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone, Mobile Web
Supported CountriesWorldwide
Supported LanguagesEnglish, French, Chinese, German, Spanish, Italian, Dutch

Planview AdaptiveWork Downloadables

Frequently Asked Questions

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.

Microsoft Project, monday.com, and Adobe Workfront are common alternatives for Planview AdaptiveWork.

Reviewers rate Performance highest, with a score of 9.1.

The most common users of Planview AdaptiveWork are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(104)

Attribute Ratings

Reviews

(1-2 of 2)
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Score 10 out of 10
Vetted Review
Verified User
It is being used by most of the people in our organization across several departments. It solves our problem of accurately tracking the many projects we concurrently develop and allows us to better manage our project resources. It is improving our efficiency and also our project profitability. It was a good choice and we are pleased with our decision to purchase Clarizen over the other competing products.
  • Resource Management is much more straight forward and aligning project lifecycles with resource availability
  • Gives a graphical and numeric look to project status and utilizations
  • Is easy to setup and use
  • Solves time tracking and project management within the same application
  • Allowing for multiple project managers on the same project would be nice.
  • Build the user manual link within the application.
  • More interactive relationship with Salesforce.
For IT it works great, I can not make the determination if it would be equally as effective in other industries such as construction management or health. For IT and general business use, it seems to fulfill the needs of an organization quite well.
  • Better customer service through issue tracking
  • Provides a quick overview for project rollups and resources
  • Clients love the participation we can provide to them through Clarizen
It is much easier to use and provides more immediate visualization than MS-Project does. The learning curve with Clarizen is far shorter than MS-Project. It is also less costly than MS-Project.
15
IT Deaprtment and Sales
1
I support it myself as the Operations Manager and also support SalesForce
  • Project Management and Tracking
  • Resource Allocation
  • Time Tracking
  • Use it for helpdesk function
  • Customer service
  • Client updates on projects
  • more client involvement
  • ther departments within our organization
It fulfills our needs, is easy to use and have not had any complaints about it. Unless they raise the price of it, I don't see why we would change from Clarizen at the end of our subscription period.
No
  • Price
  • Product Features
  • Positive Sales Experience with the Vendor
  • Analyst Reports
  • Third-party Reviews
The most important was the price and functionality as compared to rival products such as MS-Project and the other cloud base project management products. After going through the demo, it was clearly the choice for our people and in turn our clients in providing quick, up to date project status.
I don't think we would do anything that different. We looked at many products that were cloud based and site based but felt cloud based was the way to go since we were also going to be getting SalesForce for our organization. We looked at all the factors and Clarizen was the clear winner.
  • Implemented in-house
No
Change management was minimal
  • None that I can think of
  • Implementation was fairly quick and no problems were encountered
I performed the implementation with our Clarizen provide trainer, who knew the product 100% and it went quickly and without a problem. It was a pleasurable process without the problems other software implementation often encounter. Kudos to the Clarizen team for making this a worry free process for their clients because it is worry free.
  • Online training
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.
No
At this point, we just using the standard support since we are new users. If we determine that premium support is required to serve our needs, then we will look to address that at that time and see if it is cost justified to do so. For now we are very pleased with standard support.
Any questions we pose to Clarizen are addressed immediately and I receive an answer usually within a matter of hours as opposed to days with other software companies. Clarizen really works hard to get back to it customers quickly and it is well appreciated. When you have a question or struggling, timeliness is important.
No
All I can say is our sales representative and trainer are exceptionally good at what they do and I deeply appreciate their concern and responsiveness to my and my organizations needs. They should be the model for all other companies to follow because Clarizen really does a great job at this.
  • user setup
  • project setup
  • time entry
  • initial company setup wasn't hard but you had to pay attention
  • syncing to SalesForce required assistance from our Clarizen trainer
easy to use and it is very effective for meeting our project management requiremtns
  • Salesforce
It was very simple to integrate. The Clarizen trainer walked me through it and it was done within 10 or 15 minutes. No problems at all.
  • Maybe Quickbooks
Yes they currently support this.
havent used any of them yet
Integration with SalesForce was a piece of cake. Our trainer walked me through the process and we completed on the first attempt without any problems at all within 10 or 15 minutes. It was really very simple and stress free. Clarizen makes their intergrations to other products extremely easy to accomplish.
For anyone considering it, just do it. Our experience has been very good with the process and would not worry about attempting any other future product tie ins to Clarizen. If the process to tie in SalesForce was as easy as it was, then all other products tie ins should be even easier.
There was no problems dealing with sales at all, no pressure and they agreed to some of our requests that were not necessarily standard for them but the did it anyway. They are professional in how they treat potential clients and were a pleasure to deal with. Wish all software companies were this way.
They treated use just the same way as pre sale and did not ignore us since we purchased the product. My initial sale contact has followed up several times to make sure I was satisfied with the product and also wanted to check on how my training was progressing and if I was pleased with Clarizen.
Standard terms except for an out clause after 6 months if we weren't pleased with the product. Normally, the standard subscription term is 12 months. If we are satisfied and I know we will be after 6 months, we will sign for an extended period of time to get a better discount.
None was necessary. Everything went very well so additional tips or advice wouldn't be needed. They are very professional and respectful of you and your organizations needs.
Score 8 out of 10
Vetted Review
Verified User
  • Clarizen provides a best of breed out of the box solution to project management. This is a fantastic tool for new companies or those looking to start fresh with a new approach. Clarizen will redefine the way you schedule projects if used correctly.
  • Clarizen provides easy insight into resource utilization and can adapt to a company's preferred methodology. It offers work forward and backward scheduling, and allows the user to define how projects are completed, via total effort or time spent. Time spent can be represented in monetary values to help track the expenditures of a project in line with each task. Time and effort are recorded by time sheets, which end users fill out. Both Effort and Time can be tracked separately, meaning that efficiency can be measured. Further more, when scheduling, estimated time can be used to plan, but once completed an actual time spent is recorded to measure the difference between the time estimated for a task and the actual time required. This is particularly useful with templates.
  • Clarizen offers the ability to create templates of projects. Depending on the preferred methodology, these can be scheduled backwards or forwards from the desired start/finish date. Calrizen does an excellent job of updating due dates and project completeness, as well as providing alerts for when a project falls behind schedule.
  • Workflows are simple to setup, even for a more novice user. This makes easy to reduce required user input, curb the chances of error and perform custom calculations. Custom fields can also be added, and if matched correctly with fields created in other CRM platforms such as Salesforce, it is possible to have the two sync and share information. Having easy and reliable Salesforce integration was a must.
  • Unless already using a typical textbook project management process, don't expect it to align with existing methodologies. Some customization can be made, but expect to change your processes to more closely match the tool's. This isn't a bad thing, it just requires change.
  • Like very other tool out there, this depends on user input. If users do not embrace Clarizen and use it regularly, all of these features will be rendered useless, as the information being tracked will not be up to date. Projects will fall behind, estimates will be wrong. Find a way to tie user's utilization of the tool (include accuracy) to their job. It needs to be required if the tools is to be effective.
  • With regards to Salesforce syncing, Clarizen does not sync to near as granular of a level as implied on Clarizen's website. Furthermore much of the information can only be synced one way, from Clarizen to Salesforce. Projects can be initiated and created through Salesforce, but must be managed via Clarizen's website. If using a separate CRM tool such as Salesforce, this requires users to log into and use two tools separately, which can make things difficult.
  • The user interface, while robust can be, at times, overwhelming. Using custom views can help stem the overload.
Clarizen is well suited to new companies or those looking to make modest changes to their Project Management. This is a best of breed application that can adapt slightly based on the preferred method of project management. It should not be assumed that it will be able to accommodate every feature a company currently uses to manage projects. Embracing a best of breed system will likely have more positive outcomes even if overall different that what might have been done previously.
Clarizen has excellent support and a great knowledge base for users at any skill level.

I would recommend Clarizen to companies looking for an out of the box solution that just works. It's basic feature set is robust, supports the import of Microsoft Project files, and can have a very positive affect on the efficiency of both managers and employees alike.
  • Allowed for a significant increase into the life cycle of projects and the time each task that comprised them took to complete.
  • Positively improved reputation with larger clients who used similar tools to manage projects.
  • Increased employee efficiency when used correctly. Project Managers were able to schedule projects faster using templates and manage them easier with reporting.
  • Cost was easily justified in the time saved by end users once correctly set up.
Clarizen's support staff is fantastic. They worked with us hand in hand to make sure that we achieved the results we desired. They helped us determine the best ways to migrate existing project, incentivize end users, and synchronize data with our CRM system.
Furthermore, the cost per user could easily be justified in time savings. Project Managers frequently found themselves saving several hours a week, which allowed them to take on more work an concentrate on providing quality service to our customers instead of diving into the gritty details of scheduling a project by hand.
Yes
We replaced a custom object created within our CRM system, Salesforce. Clarizen allowed significantly more functionality than our modest attempt at creating a project management tool within the confines of Salesforce, which required users to manually enter each task for the project. Clarizen, aside from tracking resource allocation which greatly assisted in scheduling, also allowed project managers access to templates which sped up project and task creation.
  • Price
  • Product Features
  • Product Usability
Integration with Salesforce.
No
In general our company does not require premium support because it consists of several highly skilled individuals. Exceptions are made when the system is highly critical for day to day operations. Clarizen, while critical, did not seem to generate any support request beyond basic inquiries into functionality.
Their staff cares, not just about your problem, but the success of your company. They are there at every turn to help you with a problem, big or small.
Yes
Yes, it was resolved in the next update.
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