Professional Services Planview AdaptiveWork advocate

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