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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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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…

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For the latest information on pricing, visithttp://www.clarizen.com/pricing/pricing…

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  • 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

(103)

Attribute Ratings

Reviews

(1-25 of 68)
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Wallace Kesler | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I use AdaptiveWork for project planning and tracking. Features that I use most are timeline estimation and resources allocation. The actual work vs. estimated work functions help me adjust timelines when needed and improve panning for future projects. I am also able to look at my groups actual work performed vs. time that is allocated to current project to plan resource usage.
  • Estimate realistic timelines
  • Properly allocate the available resources
  • Break down projects into manageable tasks
  • Track actual time spent on a project and tasks within it
  • More intuitive user interface
  • Simpler project creation
  • Tutorials for seldom performed tasks
It is well suited to product improvement projects with relatively defined goals and simpler implementation methods. Harder to predict and implement longer term projects which may change in scope over time. A more flexible framework for less defined project goals would be helpful. Great for well defined projects with specific tasks and goals.
Andrew Baldinger | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
AdaptiveWork is used to manage enterprise-level projects and initiatives that are cross-team and cross-LOB in nature. It helps to keep everyone on the same page with respect to what projects are currently underway and which are planned for the future.
  • Has a visually appealing UI that is easy to learn and navigate
  • Allows for deep customization, enabling organizations to modify it for their own unique needs
  • Integrates well with third party tools (ie. Jira) as well as other Planview products
  • Project ownership is difficult to manage when it is split between multiple teams/users
  • Resource management modules are difficult to utilize due to relatively limited functionality.
  • When multiple users are editing the same project, it can sometimes be difficult to not overwrite one another
AdaptiveWork is an excellent solution for a company where projects often span multiple teams and functions. It does a great job at keeping everyone on the same page on project timelines & milestones, as well as overall project goals.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Planview AdaptiveWork to track project progress and status, organize customer portfolios, and centralize details.
  • Program, portfolio, project hierarchy
  • Intuitive
  • Reporting
  • More intuitive ability to build reports
We use Planview AdaptiveWork for tracking IT service project progress and creating functional reports to assess data.
Score 9 out of 10
Vetted Review
Verified User
We recently transitioned back to using Planview AdaptiveWork. Over the last year we have been using a different tool provided by a consulting company while we were in the early staged of a potential merger. Now that the merger is official we are beginning to track our projects again in Planview AdaptiveWork. I am the administrator for this platform. We are in the processes of loading all our projects into Planview AdaptiveWork and will be utilizing reporting, dashboards, project plans. We want to be able to present robust efficient and effective reporting for the organization. Capacity planning and agile place are two main focus points for us at this time.
  • robust product that seems to be all inclusive
  • enhancing the platform
  • keeping up with technology
  • advanced integration with several partners
  • In the hybrid cards version there is not a way to use the resource filed as a sort/card lane, it would be nice to be able to use this field to view tasks assigned to a resource all in one column/lane.
  • I haven't used the Risk and Issues portion much, but plan to. It seems odd to me that I have to click out to a new section to track these items for a project.
  • I'd like to see the meeting notes enhanced a bit so that you can copy the last agenda forward with unfinished tasks and or action items
Planview AdaptiveWork is a robust project management tool, the sky is the limit. There are numerous integrations point, endless reporting, we are just scratching the surface on where we will go with this. The levels of reporting by project, program and portfolio are amazing. It is great to have a tool that is a one stop shop and not have to leverage several software solutions to accomplish project tracking, reporting, capacity planning and with the flexibility of using waterfall vs. agile methodologies. The only problem is I don't have enough time to learn all of these amazing features fast enough.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use Planview AdaptiveWork to support the Project Portfolio Management lifecycle at our organization. The software has tackled our pain points around project intake and prioritization, consistent project management framework, and resource management. We are still growing users, but we leverage the tool for project, program, and portfolio management. By storing all of our projects in a centralized system, we're able to make data-driven decisions via reporting and capacity planning. Roadmaps and status reports have been big hits with our stakeholders as well!
  • Resource Capacity Planning has been a game changer for us to forecast resource availability as new priorities arise
  • Roadmaps are very easy to create at the project, program, or portfolio level
  • Customization has allowed us to create unique items for teams and align the system with our brand
  • Dashboards are cumbersome to build because you have to build reports for each widget and they are visually very limited (you can't choose colors, layouts are limited, etc.)
  • Out of box features better support bottom up resource planning rather than top down (allocations at the project level)
  • You need a fair amount of technical knowledge to customize the system via configurations
Planview AdaptiveWork has been a great asset for program and portfolio management. This has allowed us to consolidate multiple project management systems (Airtable, Smartsheet, Trello, etc.) into a centralized system that supports project management, as well as provides program and portfolio management insights. The roll-up views for resources, roadmaps, and programs has helped us share the data that matters most to leadership, without overwhelming them with details or us spending hours manually creating reports. If you just need a project management system, Planview AdaptiveWork probably has too many bells and whistles. It's really a powerhouse to roll-up data and is customizable fit your unique governance, framework, etc. However, if you just need basic project management, it's probably too much.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Project Management
Organization and transparency of project management process
  • Various view options
  • Editing options
  • Team Board
  • Easier communication process among team members
  • Update notifications linked to e-mails.
  • Collaboration boards
Still new to Planview. Based on what I know and my experience, it is a better method than most individuals use.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Planview is a great way to remain organized while delivering efficiently for your customers. Its reporting and AI capabilities support fast paced, high volume businesses. It's a great product that has something for everyone.
  • headcount utilization
  • customization
  • tailored reporting
  • bulk uploading
  • APIs
Planview works really well to manage high volume portfolios across teams. It would be less appropriate for a sole practitioner, for example, in a service industry.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use Planview AdaptiveWork for all of our Professional Services functions (Project Management, Project Execution, Capacity Planning, Reporting, etc.). We have integrated it with Pipedrive on the front end to enable streamlined demand intake. We have also integrated with our accounting system on the back end for integrated invoicing and billing.
  • Reporting
  • Capacity Planning
  • Slide Publisher
  • Project Templates
  • Project Work Plan assignments with Outlook (bi-directional)
  • Utilization reporting accessible to Team Member license
  • Time approvals should be routed to a queue for approvers vs. all available to Owners, Resource Managers and Admins
Very appropriate as an all encompassing professional services solution. Not as robust as other platforms, such as Smartsheet for example, for project management and collaboration with customers. However, we only have AdaptiveWork.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Planview AdaptiveWork to manage our Professional Services software deployment projects. We build standardized project plans and milestones to manage the deployment and time tracking. We also use reporting features to track monthly financials and other custom business metrics.
  • Project Plan standardization
  • Timesheet entry and tracking
  • Customized actions to simplify and ensure compliance
  • Report building
  • Resource Planning (always a difficult and complex topic)
The tool is pretty intuitive and relatively easy to and navigate. We have setup a process where a "won" project in SalesForce creates a base project in Planview AdaptiveWork and then sends notifications that a new project has arrived. We then apply the appropriate template to match SKUs that has been sold and assign project resources. From there the project manager uses Planview AdaptiveWork daily to track project progress and enter status information. Ultimately financial milestones are tracked and processed, leading to project completion
September 14, 2023

AdaptiveWork Review

Score 10 out of 10
Vetted Review
Verified User
Incentivized
In my role, Capacity Planner has been a game changer! Being able to assess resource availability and forecast in real time, as well as seeing true metrics on over and under utilized resources has improved our service delivery!
  • Capacity Planner
  • Slide Publisher
  • ease of building reports
  • as a new user, we are changing our ways of doing things to align with Planview best practices, so I don't have any areas of improvement just yet
For our business model, AdaptiveWork has fit the bill for our business needs
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The application is used as our enterprise project and portfolio management solution. All projects and programs are managed within the application. All technology resources use the application for time entry and tracking. Our methodology controls are built into the application workplan templates.

To ensure projects adhere to our defined methodology and deliver according to our internal policies, we have integrated the methodolgy into our workplans.
  • Allows for custom configurations to meet internal needs such as automated approval of project deliverables.
  • Provides direct integration with SharePoint, ServiceNow, etc.
  • Provides full financial management capabilities.
  • Timesheet management
  • Inline tool tips or help doumentation
  • Accessibility compliance
The application is highly configurable which allows us to quickly meet changes in our methodology. Adding custom fields or screens can be completed quickly and the configurations are fully supported so don't create problems as enhancements are made across the application. The scheduling functionality is highly effective and allows fully automated project plans.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Planview AdaptiveWork as a project tracking and program reporting mechanism. It addresses the need to fully understand what projects we have in our pipeline. We currently are bringing on more team members within our Division to help gain a greater visibility and interconnection with those we support. Our Use Case started as a tracking for projects, and is slowly developing and we are growing as to what and how we want to use this.
  • Standardized Intake
  • Standardize Project Tracking
  • Developed varied reporting
  • Reporting - Templates
  • Managing Dashboard
  • Connecting to other systems
Taking intake through to project is one scenario that works well.

Less appropriate the maneuverability of the WorkPlan
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Global project planning and followup system
  • configuration options
  • out of the box features
  • low coding options
  • out of the box office365 connectors with more options
  • user mapping from azure AD to groups and profiles should be easier to setup
  • hybrid view fully compatible with profile configurations on menu options visibility
great for project management and serious projects in general
no suitable for personal task management
Tara Malish | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Adaptivework is used to manage the financial aspects of our projects and resource management.
  • Providing access to project details
  • Adaptive to our unique data requirements
  • Ability to provide data for management with KPI's
  • Reporting capabilities
  • Project task and scheduling (Laying out the project plan with milestones and reporting on status reports)
  • Resource Management stream- Making it easy for project assignment
While AdaptiveWork has provided lots of insight for management on financials and resource assignments, it still lacks what PM's need to run the day to day needs of a project.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
We are a large organization that requires management of multiple teams and multiple projects n a single platform so all management teams are aware of the resources being allocated in the most efficient way. We require a central dashboard that would give all managers or higher level directors visibility on the organization's projects and tracking and any roadblocks that are being forseen.
  • project management
  • resource allocation
  • Dashboard visualization
  • cleaner dashboard
  • simpler tracking
Planview AdaptiveWork is more complicated that a regular project management software. It took a few hours of learning before our team was proficient in it and it still required a bit of maneuvering to get it to work well with how our projects with multiple layers were setup in different teams overlapping at certain tasks too.
Score 1 out of 10
Vetted Review
Verified User
Incentivized
I use Planview AdaptiveWork to manage enterprise projects, schedule & budget, resource time tracking & resource capacity.
  • Time tracking
  • I believe the Field title is not always the data/info of which they are labeled. Extremely, admin & click heavy.
  • Logic - I believe the logic in many areas is not correct/effective, or efficient.
  • Consistent Functionality - matching functionality approach. In my opinion, different areas have different functionality for the same functions.
I feel Planview AdaptiveWork's field titles are not always labeled correctly. I believe the logic is incorrect and overall, Planview AdaptiveWork is extremely click-heavy.
Camilla jane | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Great product that helps our project management organization and professional service delivery teams gain effortless visibility across all workforce in real-time and effectively streamlines our processes by automating repeatable workflows and easy to configure to fit the way we want to work. It also helps us to identify and manage risks and monitor expenses and ensure our projects stay within budget.
  • Real-time visibility across all workstreams.
  • Easy to configure and automate workflows.
  • Risk management and budget tracking.
  • Fully-functional product. Excellent collaborative work management.
  • Centralized system that supports all users and permission controls.
  • Excellent demand, resource and portfolio management tool.
Excellent product that gives you real-time visibility across all workstreams with a dynamic reporting system that helps to share project data immediately and dashboard to track project progress and it helps streamline and standardize workflow through automating repeatable processes. Excellent collaborative work management tool with the best budget tracking and quality risk management capabilities.
Rebekah Ryan, PMP | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Currently, Clarizen is being used by only a small subset of our organization—mostly just our team; with the possibility of it being rolled out to other teams in the future. We use Clarizen as the foundation to manage our implementation and migration projects—internal and client-facing. Clarizen helps provide a clear picture to each of us as PMs, our management and leaders, and our clients in regards to our project progress. It ensures that we are tracking appropriately, allows us to maintain accountability to our internal resources, but also the client, and can be used upwards to reflect team capacity, ability to meet key performance metrics, and overall project success.
  • Project tracking
  • KPI / KPA measuring
  • Project process documenting
  • Meeting management
  • Integration with Outlook or JIRA
  • Better client facing views to share
I truly think Clarizen is a great project management tool. I have used others and they do not come close to the ease of use and the functionality that Clarizen currently has to offer. Outside of what we (myself/my team) use it for on a regular basis, I know there are also even more reporting and resource allocation capabilities that Clarizen offers. I think Clarizen has a lot of potential to become the staple for many organization's project management teams.
Mike Narumiya | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
The product is being used to manage a variety of projects. Everything from true IT projects with a variety of staff, needs, and steps, to smaller non-IT projects with very few stages. It's used because it is easy to use, and easy to track and report against. The product is also less intimidating to use for newer or non-IT staff than the tried and true (MS Project).
  • Simpler and more intuitive to use than other big name products.
  • Provides the ability to easily use templates, and cuts down on building projects.
  • Being different than say, MS Project, if you have a lot of seasoned staff, may be frustrating for those users.
  • Some of the automated features are too automated, and not always desirable.
It is great if you have a lot of inexperienced staff, or have small to midsized projects. You need some reporting, but nothing too crazy. Basically, if you want something akin to Project light, this is an excellent tool. If you are a large, powerhouse Project user and considering a change, it might be frustrating. While the product is intuitive and easy to learn, it is very different from some of the other bigger offerings out there.
November 15, 2019

Clarizen Review

Amber Keehn | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Clarizen is used as a project management and time tracking solution for the organization. This includes client onboarding, ongoing work and tracking time for each task, as well as aggregating the hours worked by employees overall. This helps us forecast work and understand where someone needs assistance or who can assist.
  • Project Management for ongoing and implementation work.
  • Time tracking.
  • Forecasting future workload.
  • The system can glitch and have slowdowns.
Overall this works well and is the best solution for our organization so far.
Sarah Meerschaert | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
The professional services departments use Clarizen to manage customer implementations. It helps us track project cost/scope/time and also allows us to keep project records tied to that information. We store information about project contacts, documents like the statement of work, requirements, and signatures on the project plan. We use color coding to track project statuses and we add notes which are pushed to internal management teams about the project status.
  • Real time updates: as a web based solution when I update a timeline my manager and team can see the updates as soon as they refresh their view
  • Highlighting what changes and the critical path: I can set up a view that marks items on the critical path and I can set up a view to highlight any dates that change based on a change I make earlier in the plan. This makes slashing timelines much much easier than most programs.
  • Collaborative notes: you can @ team members when adding notes. This is a great way to share project specific comments and also the system keeps a record of these conversations which can be useful for post mortems.
  • Reports: You can create custom reports and share them with your team so they can pull similar reports for their own projects
  • Export: I'm not wild about the export options. We created a custom project plan formatter to turn the ugly export in CSV to a customer facing color coded PDF. It's not super easy to give your customers something pretty to look at (although they do offer PPTs)
  • Gantt Charts: All I want in life is a nice little high level set of milestones to pop into a slide I'm showing to a steering committee. It's just not something the system does. I've just had to screen shot a hard to read gantt from the system or recreate in PPT or Visio. No fun
  • Speed: I am not sure what's going on here but Clarizen can be pretty slow to update small changes to project plans. It's rough when you have a laundry list of changes to make but the system is waiting
It's really well suited to keeping you on task and sharing information with your team. It's not great if you need to export data. And since lots of people use older tools like MS project, chances are you will have to export. I'd highly recommend this for internal projects or projects where most of the team is internal. It's very easy to use and a lot more functionality that is useful to my day to day work than MS Project offers.
Divya Mattey | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
We are using Clarizen across the organization in all departments. We are using Clarizen for project and request management, reporting, budgeting, and billing purposes.
It serves all our needs in operations, billing, efficiency, tracking, and ensuring projects are worked and handled within the budget and stipulated time.
  • Clarizen has flexibility to be collaborated with Salesforce and other existing tools.
  • Clarizen is very customization friendly to meet user needs.
  • It has easily available inbuilt syntax, which helps the user to create the logic by its own to meet their desired need.
  • Clarizen does not have feature to management request tracking on hourly basis.
  • It does not have functionality to track or allocate requests automatically on the basis of FIFO.
  • The reports dashboard cannot be transformed into the PPT.
It is good in the fixed work flow. However, it is limited if you want to track the error or manage tickets.
If there is bug it is sometimes very difficult to track the history of the issue, and sometimes you will never be able to know what led to the issue.
Chris Carpenter | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Clarizen is used by our information systems teams/departments to support our manufacturing application changes. We handle all application projects, resources, time management, application support, and change requests. Clarizen is the most user-friendly project management and request system we have used with a built-in configuration that allows us to manage our workflows, including business testing and approvals.
  • User-friendly interface. This allowed us to implement Clarizen with very minimal training. The system has six to a dozen ways of doing the same thing which allows flexibility. Also, the mobile app is fully functional and just as friendly to use.
  • Workflow. The workflow was easy to configure and setup.
  • Auditing. Although we needed the audit features that out-of-the-box provided. The configuration and set up allowed for quick and maintainable auditing as needed. Clarizen PS provided insight and support as we set up 90% of our environment configuration.
  • Integrations: How you set up your environment (configuration) and added features or proprietary fields could adjust your integration needs. Therefore, specific integrations between 3rd party systems can be "proprietary" to your company. The API calls and rest service out of the box work well, on the other hand.
  • Building the Clarizen Marketplace applications
We were using a mature product that was not very user user-friendly and took a lot of time to implement and change. We chose Clarizen and within three months we had the system up and running using the historical information we uploaded. Clarizen was the user-friendly tool we were looking at. Our internal resources created a Google site with links to documentation, the Clarizen app, and short one to seven minute how-to videos for our employees.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Our team used to use Clarizen to track employee time and expenses. Time tracking is imperative to what we do, and we use the information we gain from time tracking in numerous ways across our organization. From a project management standpoint, Clarizen was the software we turned to house and mine that data, while also tracking expense reports.
  • Time tracking functionality. This was probably the most important aspect of Clarizen for us, and as far as time tracking software goes, it gets the job done.
  • Expense report functionality
  • Backend reports and analytics of time tracking
  • Yes, Clarizen has time tracking functionality. But in the end, so does much other software, and they do it with a better, less confusing interface which is one of the reasons our organization ended up switching. The platform was crowded and made it confusing for users who only used it to track time (like me).
  • Our organization also wanted software that would better house PTO information, in addition to time tracking, and Clarizen's program wasn't efficient enough.
  • The point above also goes with expenses. We wanted a more diligent and robust expense report system. For our needs, Clarizen wasn't it.
Clarizen got the job done with time tracking and expense reports, but it didn't do enough to make our organization continue using it. We ended up switching because the key stakeholders (resource management) were unhappy with its offerings. This might be a good fit for smaller organizations that require less feature and capabilities. Instead, our company switched to OpenAir, which has more robust time tracking, expense reports, and PTO accrual and monitoring programs.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Clarizen is used across our entire organization for client project management, project financial reporting, and time and expense reporting. We use it as a core project management tool for our professional solutions, as well as for internal projects and time management.
  • Highly customizable, can develop organization specific workflows, modules, etc.
  • Interface (in most instances) is easy to use. Timesheets, project details, and report modules are fairly easy to navigate and understand.
  • Good comms tools like discussions, group pages, automatic reminders and notifications.
  • Reports can be difficult and confusing to build, and don't have a lot of flexibility in terms of layout or formulas.
  • Expense reporting module is not user friendly, lacks ease of use of most competeing tools.
  • Mobile app is limited in functionality and difficult to navigate.
  • Integration with CRM and accounting tools can be difficult and costly, especially if you have customized your Clarizen build.
Clarizen is great as a supplement to solid project planning, and can be utilized to foster collaboration between remote resources or teams. However, its project financial tracking functions aren't fully fleshed out, and its 'all-in-one' modules for things like time and expense reporting are lacking compared to competitors. Clarizen also doesn't have much in the way of built-in BI or analysis tools. My organization also struggled a lot with integrating Clarizen with our CRM and accounting tools. It is definitely not a plug-and-play integration.
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