Planview Clarizen Specifications
Time Tracking
Task Management
Reporting
Budget Management
What Is Planview Clarizen?
Overview
Planview Clarizen, now known as Planview AdaptiveWork, is a project portfolio management software that provides real-time visibility across projects to help organizations proactively manage risks and deliver greater business impact.
Planview AdaptiveWork enables project management offices and professional services teams to gain a centralized view of all work, automate workflows, track resources and capacity planning, manage financials, and promote collaboration. It offers hybrid work management, agile task management, reporting and dashboards, and third-party integrations.
What Is Planview Clarizen Best For?
One of the most valuable capabilities of Planview AdaptiveWork is its ability to promote efficient operations. The software supports traditional waterfall and scrum/agile program management methodologies through its hybrid work management features. Planview offers Kanban-style workspaces for backlog prioritization and sprint planning to empower agile teams. Moreover, it provides Gantt charts and work breakdown structures for detailed project planning. This hybrid functionality ensures the accommodation of various requirements of diverse teams.
Planview Clarizen Pricing
Pricing is likely to shift based on the required number of logins. Additional features and solutions included in the contract also affect pricing. For example, integrating with other systems through APIs or selecting different modules like professional services automation may increase costs.
Planview Clarizen Integrations
The project and portfolio management platform can connect with several third-party software applications. Some featured integrations include the following:
- Slack
- Jira
- Box
- Salesforce
- G Suite
- SAP
- McAfee
- SharePoint
- Microsoft Teams
- NetSuite
How Does Planview Clarizen Work?
Navigate the dashboard and begin using the Planview project management software with these basic steps:
- Log in with your username and password
- Explore the user interface and main functionality areas such as the dashboard, projects, calendar, tasks, reports etc.
- Create or join relevant workspaces for your team/departmental projects
- Input any existing project details, tasks, and milestones
- Set up personal preferences and notification settings for tasks, comments, updates etc., to ensure access to updated work
- Begin using the system for day-to-day task management: updating status, adding comments or files, communicating with team members, and tracking time
- Generate or view automatic or on-demand project reports to monitor status and flag any issues for management attention
- Provide feedback to administrators, required customizations or training for smooth adoption of the new system
Who Is Planview Clarizen For?
Small and medium-sized businesses with under 500 employees find Planview AdaptiveWork highly beneficial for portfolio management. However, even large enterprises with thousands of employees in industries and sectors use Clarizen to gain control over their project portfolios, such as the following:
- Technology
- Consulting
- Engineering
- Healthcare
- Government contracting
Other key fields where Clarizen is widely adopted include software development, telecommunications, manufacturing, media and entertainment, energy, financial services, and professional services firms.
Is Planview Clarizen Right For You?
Planview Clarizen is a cloud-based project portfolio management software that allows businesses to manage their projects, programs, and resources in one place. It is ideal for companies operating numerous projects simultaneously and needing increased visibility over project workflows, available resources, budgets, and timelines.
The highly scalable management software provides powerful reporting and analytics features for a comprehensive view of project performance and resource allocation. Planview Clarizen's role-based security access allows users to maintain control over confidential and sensitive project information based on user permissions. Clarizen also has robust security protocols, including bank-level TLS encryption for data in transit, SOC 2 Certification, and ISO 27001 certification to satisfy the compliance needs of regulated industries.
Planview Clarizen Features
Project managers can empower teams to align their work with the business objectives and priorities. The planning module of Planview Clarizen includes demand management, client project planning, request intake, capacity planning, and resource planning.
Generate customizable reports and dashboards to gain insights into project performance and risks so corrective actions can be taken for future projects. Planview Clarizen includes dynamic reports, external communication tools, portfolio roadmaps, and goals management.
Centralize, automate, and optimize planning or administration for efficient project execution. Features include project detail planning, resource management component, workflow automation, project templates, and customer account profiles.
Help your teams visualize and manage work in their preferred way with hybrid work management, agile task management, personalized workflows, mobile app, and external collaborator functionality.
Users can capture all financial aspects of projects like labor, non-labor costs, budgets, revenue etc., to optimize project health and profitability. Financial management includes budget tracking, time/expense tracking, utilization trend analysis and rate cards.
Facilitate collaborative work through in-context discussions, so stakeholders can provide feedback intelligently to accelerate outcomes.