Planview AdaptiveWork
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Planview AdaptiveWork

Plan projects, staff work, and automate delivery with live portfolio control
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Start by turning ideas into a working plan in minutes. Pick a prebuilt blueprint (or build your own), import tasks from a spreadsheet or Jira, and outline phases with clear checkpoints. Use the timeline view to drag activities into sequence, link tasks to show order and impact, and build task hierarchies so everyone knows who owns what. As dates shift, the plan updates across the board, giving you a single place to coordinate product launches, client engagements, or campaign calendars.

Next, line up the right people at the right time. Check live capacity heatmaps to see who is overloaded, who has room, and where skills are missing. Try what‑if scenarios before committing—move dates, swap assignees, and preview the staffing effect on delivery and cost. Lock in assignments, balance billable vs. non‑billable work, and track effort with timesheets that roll up to budgets and forecasts. For software teams, map sprints and releases to the same schedule so engineering work stays aligned with broader program goals.

Reduce manual steps with event‑based rules. When a deal closes, automatically spin up a project from a chosen blueprint, preassign roles, start checklists, and publish kickoff notes in Slack or email. Route requests through configurable intake forms; auto‑classify, prioritize, and send them to the right team. Trigger approvals for scope changes, surface risks to managers when thresholds are crossed, and update statuses when tasks complete. Connect files and conversations so updates, documents, and decisions sit with the work, not scattered across tools. more

Review summary

Features

  • Drag-and-drop timeline with task linking
  • Task hierarchies and role-based ownership
  • Live capacity and workload heatmaps
  • Scenario planning for staffing and dates
  • Rules-based automation and event triggers
  • Configurable request intake and routing
  • Built-in approvals and risk escalations
  • Timesheets with budget and forecast rollups
  • Portfolio and program dashboards with drill-downs
  • Baseline tracking and change logs
  • Collaboration via comments, files, and notifications
  • Integrations: Jira, Salesforce, Slack, SharePoint, Google Drive, GitHub
  • Template library and custom blueprints
  • API and webhooks for custom workflows

How It’s Used

  • PMOs standardizing project startup, governance, and reporting
  • Professional services onboarding clients and managing delivery at scale
  • Software teams aligning sprints and releases with cross-functional plans
  • Marketing coordinating campaign calendars and content production
  • IT rolling out change, deployment, and release workflows
  • Operations balancing capacity across regional or practice teams
  • Finance tracking billable utilization, margins, and forecasts
  • Executives reviewing portfolio health and funding decisions

Plans & Pricing

Planview Adaptivework

Custom

Planning<br>
Analytics and Reporting
Project and Work Management
Team Delivery
Financial Management

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