Embrace New Ways of Working with FLEX
Your Path to Modernization
Empower your teams to do their best work
The world of work is changing. Teams across your company are practicing lean and agile ways of working. Others are using a collaborative approach to get work done. For some, traditional project methods continue to be best suited for their delivery requirements.
Many enterprises are encouraging a combination of work approaches to increase speed and the success rate of delivery. To support today's hybrid ways of working, PMO and EPMO leaders and executives need to modernize and give teams the right tools to deliver outcomes, while providing visibility across all the work.
Planview's recommended path to modernization is to start by empowering your teams with the right work experience for the type of work being delivered - waterfall projects (PPM), iterative collaborative (Project Teams module), Lean-Agile (Team Kanban module). We call this step of the journey "Team Foundation". Your next step on the journey is "Connected Delivery", which involves connecting the team modules up into your strategy and portfolio plans, enabling stakeholder visibility and organizational alignment.
Recommended Modernization Journey
What is the value?
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You are no longer tied to a “one-size-fits-all” process. With Planview's licensing structure FLEX, you can support hybrid ways of working and enable teams to deliver how they choose, even as ways of working and priorities change. With this flexibility comes greater efficiency and team morale, without compromising strategic alignment and stakeholder visibility. It is time to modernize PPM’s capabilities, and with Planview as a partner, you can make this journey with confidence and gain the benefits of business agility. Watch the three-minute video to the left, or have a look at the FLEX datasheet to learn more.
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What are our customers saying?
“With Planview’s collaborative work management and Lean-Agile delivery tools, we can offer tools that suit different styles, whether it’s agile, waterfall, or an approach unique to the client.” Kevin Keen, Project Manager, Corporate Project Office, CIBC Mellon
"Planview's flex licensing made it really easy and cost effective to try LeanKit to see if it would work in our environment. LeanKit is very easy to use. The boards can be customized to work with many different types of teams." Anonymous, Program and Portfolio Management
Which is the right work management module for you?
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Team Kanban powered by AgilePlace and Project Teams powered by ProjectPlace – deliver the capabilities your team needs to plan, manage, and visualize the progress of their collaborative work. With FLEX you have access to both work management modules. Watch this 2-minute video and use the quick guide below to determine which work experience that will enable your team to deliver their best work. And remember, if work style or planning needs change in the future, you'll still have the other module to meet that need. If you need guidance, please contact your Customer Success Manager.
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Why use Team Kanban - powered by AgilePlace? | Why use Project Teams - powered by ProjectPlace? |
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How do you FLEX?
The best way to realize value from your FLEX modules quickly is to start using Project Teams and/or Team Kanban as standalone modules. They are quick and easy to switch on, and will give your teams instant access to capabilities that help them plan, manage and deliver work – no matter their work style. Start with a team (or a few teams) that manage work that just needs to get done, or non-strategic projects that don’t require rolling up progress to your PPM solution. The team/work management modules will provide your teams with the capabilities they need to be able to collaborate efficiently and deliver quickly. As a next step on your journey, you can then connect your team module(s) to Enterprise One or PPM Pro.
Click on one of the buttons below for a personalized view of the benefits of FLEXing your Planview solution and how to get started.
executive-and-cxo
Executives and CXOs |
What's in it for you?
Team Foundation
Planview's work management solutions (Team Kanban powered by Planview AgilePlace and Project Teams powered by Planview ProjectPlace) can be leveraged by teams as a standalone solution. It lays the foundation for team success by providing team members with tools that empower them to do their best work, all while mitigating risk, reducing costs and increasing delivery speed. Dashboards can be created for easy visibility into strategic program and portfolio progress. It provides employees a simplified, streamlined work processes and tools that will also increase employee job satisfaction. Organizations can make decisions faster through continuous planning and collaboration with key departments and stakeholders. With increased collaboration and visibility, the organization knows definitively the overall health and strategic direction of the business.
Connected Delivery
When Planview work management solutions are connected to the Planview Enterprise One solution, your organization will gain faster enterprise-wide delivery of work. Teams enjoy the flexibility of using their preferred work management solution and methodology, while their work progress is automatically rolled up to the enterprise PPM solution. Due to this increased data accuracy, trickle-up dynamic reporting, and dashboard capabilities, Executives have more available details for making strategic decisions, and are able to provide quicker, better answers.
We've also put together some Connected Delivery Quick Wins to help you and your teams get up and running quickly. Topics include setting up the connector, reducing governance at the portfolio level to empower teams, advanced reporting, and using templates and column sets.
Powerful analytics from work delivered in Team Kanban in Enterprise One | Powerful analytics from work delivered in Project Teams in Enterprise One |
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Turn it on
Administrators that have enabled Planview Admin can connect Planview Enterprise One to Project Teams or Team Kanban directly in Planview Admin, eliminating the need to submit a ticket to Customer Care. Planview Admin also allows administrators to enable single sign-on for all users, so they can access all Planview products from a single location.
For instructions on how to enable Planview Admin or to view a demo on how to connect products directly within the tool, see Getting Started with Planview Admin.
For accounts not using Planview Admin, administrators will invite users by email. Users then receive an invitation to set up their account and join boards and/or workspaces, where they can start adding work items.
Invite to Team Kanban - powered by AgilePlace | Invite to Project Teams - powered by ProjectPlace |
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To connect Team Kanban and/or Project Teams to Enterprise One, administrators will take the following actions after activating the users:
Connect Team Kanban - powered by AgilePlace | Connect Project Teams - powered by ProjectPlace |
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Use it
Wondering how your organization can best leverage Team Kanban powered by AgilePlace and/or Project Teams powered by ProjectPlace? Find inspiration from Use Cases and Best Practices that will show you all the possibilities:
If you need any help or have questions, reach out to your Customer Success Manager.
solution-owner
Solution Owners |
What's in it for you?
Team Foundation
Planview's work management solutions - Team Kanban powered by Planview AgilePlace and Project Teams powered by Planview ProjectPlace - can be leveraged by teams as a standalone solution. It lays the foundation for team success by providing team members with tools that empower them to do their best work, all while mitigating risk, reducing costs and increasing delivery speed. Dashboards can be created for easy visibility into strategic program and portfolio progress. It provides employees with simplified, streamlined work processes and tools that will also increase employee job satisfaction. Organizations can make decisions faster through continuous planning and collaboration with key departments and stakeholders. With increased collaboration and visibility, organization knows definitively the overall health and strategic direction of the business.
Teams have two solutions available for them to plan, manage, and deliver their work according on their preferred methodology. Without disparate tools used by different teams, this streamlined work process and solutions make it easier to track progress of work and have visibility into what work is being delivered. This makes it easier and quicker for project managers and team leads to report on status and progress.
Connected Delivery
When Planview work management solutions are connected to the Planview Enterprise One solution, your organization will gain faster enterprise-wide delivery of work. Teams enjoy the flexibility of using their preferred work management solution and methodology, while their work progress is automatically rolled up to the enterprise PPM solution. Due to this increased data accuracy, trickle-up dynamic reporting, and dashboard capabilities, Executives have more available details for making strategic decisions, and are able to provide quicker, better answers.
With all teams delivering value to the organization within a cohesive Planview platform of solutions, and with work progress, status, and KPIs rolling up to the Planview Enterprise One solution, no one has to leave their work management solution of choice. Project managers have instant access to clear and actionable data. Teams can record time, effort, and status in their preferred way of working, and work how they want. This leads to increased happiness, increased efficiency, and a single source of truth for project data.
To learn more, watch these 1-hour webinars on-demand. They both cover common challenges, the value the connected solution brings, and a demo of how the connector works.
- Webinar: Enterprise One Connected with the Project Teams module
- Webinar: Enterprise One Connected with the Team Kanban module
We've also put together some Connected Delivery Quick Wins to help you and your teams get up and running quickly. Topics include setting up the connector, reducing governance at the portfolio level to empower teams, advanced reporting, and using templates and column sets.
Powerful analytics from work delivered in Team Kanban on Enterprise One | Powerful analytics from work delivered in Project Teams on Enterprise One |
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Turn it on
Administrators that have enabled Planview Admin can connect Planview Enterprise One to Project Teams or Team Kanban directly in Planview Admin, eliminating the need to submit a ticket to Customer Care. Planview Admin also allows administrators to enable single sign-on for all users, so they can access all Planview products from a single location.
For instructions on how to enable Planview Admin or to view a demo on how to connect products directly within the tool, see Getting Started with Planview Admin.
For accounts not using Planview Admin, administrators will invite users by email. Users then receive an invitation to set up their account and join boards and/or workspaces, where they can start adding work items.
Invite to Team Kanban - powered by AgilePlace | Invite to Project Teams - powered by ProjectPlace |
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To connect Team Kanban and/or Project Teams to Enterprise One, the administrators will take the following actions after activating the users.
Connect Team Kanban - powered by AgilePlace | Connect Project Teams - powered by ProjectPlace |
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Use it
Wondering how your organization can best leverage Team Kanban powered by AgilePlace and/or Project Teams powered by ProjectPlace? Find Inspiration from Use Cases and Best Practices that will show you that the possibilities are close to endless.
If you need any help or have questions, reach out to your Customer Success Manager.
Resources to help accelerate your journey
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Getting Started Guide A great way to get started with FLEX is to have a pilot team start using one of the modules. The 7 Steps to Getting Started with FLEX guide gives you quick and easy steps to follow. |
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Free User Enablement Webinars We offer free user enablement webinars for end users and administrators, and recordings of previous sessions are available on-demand. Visit the webinar portal for more information and registration. |
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Professional Services Packages For more hands-on consulting, we offer a variety of Professional Services packages. Reach out to your CSM to discuss your needs. |
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Adoption Journey Email Templates Three-part email series to help you communicate critical information about the rollout and adoption of LeanKit to new users in your organization. |
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Adoption Journey Email Templates Three-part email series to help you communicate critical information about the rollout and adoption of Projectplace to new users in your organization. |
administrator
Administrators |
What's in it for you?
Team Foundation
Planview's work management solutions - Team Kanban powered by Planview AgilePlace and Project Teams powered by Planview ProjectPlace - can be leveraged by teams as a standalone solution. It lays the foundation for team success by providing team members with tools that empower them to do their best work, all while mitigating risk, reducing costs and increasing delivery speed. Dashboards can be created for easy visibility into strategic program and portfolio progress. It provides employees with simplified, streamlined work processes and tools that will also increase employee job satisfaction. Organizations can make decisions faster through continuous planning and collaboration with key departments and stakeholders. With increased collaboration and visibility, the organization knows definitively the overall health and strategic direction of the business.
Teams have two solutions available for them to plan, manage, and deliver their work according on their preferred methodology. Without disparate tools used by different teams, these streamlined work process and solution make it easier to track progress of work and have visibility into what work is being delivered. This makes it easier and quicker for project managers and team leads to report on status and progress.
From an administrative standpoint, this will result in a reduction of work load, due to eradication of point solutions across the enterprise - all teams can now work in the two provided solutions in the same Planview platform, which come with consistent administration and customer care experience. Easy and intuitive tools mean increased adoption and user happiness and less risk of team failure from inconsistent usage of tools and/or email, spreadsheets, or other tools that individual users/teams had sourced independently.
Connected Delivery
When the Planview work management solutions are connected to the Planview Enterprise One, your organization will gain faster enterprise-wide delivery of work. The result will be a happier organization, due to capability of using any work methodology, while at the same time, rolling up work progress to the enterprise PPM solution for increased data accuracy and more available details for making strategic decisions. Executives will be able to provide quicker, better answers, due to trickle-up dynamic reporting and dashboard capabilities.
With all teams delivering value to the organization within a cohesive Planview platform of solutions, and with work progress, status, and KPIs rolling up to the Planview Enterprise One solution, no one has to leave their work management solution of choice. Project managers have instant access to clear and actionable data. Teams can record time, effort, and status in their preferred way of working, and work how they want. This leads to increased happiness, increased efficiency, and less failure and with a single source of truth.
Increased levels of adoption and user happiness come from the bi-directional flow of status and data. This means users do not have to go anywhere other than their solution of choice. Reporting is simpler and more streamlined; everything is through a single Planview platform. There is less manual effort of administration and reporting. Setup for new users is simple. There are fewer tools to manage and learn. It's a single stack for planning to strategy to delivery solution.
We've also put together some Connected Delivery Quick Wins to help you and your teams get up and running quickly. Topics include setting up the connector, configuring customized reports, and the administration of column sets and templates.
Powerful analytics from work delivered in Team Kanban on Enterprise One | Powerful analytics from work delivered in Project Teams on Enterprise One |
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Turn it on
Administrators that have enabled Planview Admin can connect Planview Enterprise One to Project Teams or Team Kanban directly in Planview Admin, eliminating the need to submit a ticket to Customer Care. Planview Admin also allows administrators to enable single sign-on for all users, so they can access all Planview products from a single location.
For instructions on how to enable Planview Admin or to view a demo on how to connect products directly within the tool, see Getting Started with Planview Admin.
For accounts not using Planview Admin, administrators will invite users by email. Users then receive an invitation to set up their account and join boards and/or workspaces, where they can start adding work items.
Invite to Team Kanban - powered by AgilePlace | Invite to Project Teams - powered by ProjectPlace |
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Activate an account to Team Kanban - powered by AgilePlace | Activate an account to Project Teams - powered by ProjectPlace |
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Connect Team Kanban - powered by AgilePlace | |
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Connect Project Teams - powered by ProjectPlace | |
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Use it - Team Kanban (powered by AgilePlace)
Below are recommended steps on how to get started with using Team Kanban. For details from the perspective of a team member, select the Team Member persona button.
Team Kanban - What to consider when designing a board for my team/use case? | |
It is very easy to get started with Team Kanban. Even if the board contains only three basic columns of Not Started, Started, and Done columns, you can still be very effective with adding cards to the board and moving it towards the Done column. The best practice recommendation are steps that will help you get started with the best possible board. Once the team is using the board, be sure to gather feedback and evaluate the questions you are able to answer. Be prepared to continue to iterate on how you use the board, because the need for the team, and the questions you have can change over time. Continuous improvement is the key! |
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Team Kanban - What to do when I am invited to collaborate on a board? | |
Team members invited to the board can use the general recommendation on the right to gain familiarity as to how to find work assigned to them, and to show progress of work on the board. Nothing replaces clear and concise communication between team members so that everyone understands the expectations on how to show progress for work on the board(s). |
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Team Kanban - How to send a project or work item to from Enterprise One to a board? | |
To use LeanKit for Connected Delivery, projects and work items on Enterprise One projects can by synchronized to Team Kanban for visualization and for the respective team to manage and delivery work. | ![]() |
Team Kanban - How to create a project from a card? | |
Alternately, depending on the use case configured for your organization, cards in LeanKit with a specific card type and moved/created in a specific lane will result in a project created in Enterprise One. | ![]() |
Wondering how your organization can best leverage Team Kanban powered by AgilePlace? Find inspiration from LeanKit Use Cases and Best Practices that will show you that the possibilities with LeanKit are close to endless. If you need any help or have questions, reach out to your Customer Success Manager.
Use it - Project Teams (powered by ProjectPlace)
Below are recommended steps on how to get started with using Project Teams. For details from the perspective of a team member, select the Team Member persona button.
Project Teams - What to consider when creating a new workspace (project)? | |
As soon as the user accounts are activated, users can create workspaces to start work on projects and invite team members to collaborate. |
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Project Teams - What are my assignments? How to show progress for my work? | |
Users invited to collaborate on a project have the ability to view all of their assignments and update progress from a single screen - My Overview. | ![]() |
Project Teams - How to create a workspace that is connected to Enteprise One? | |
When using Projectplace with Connected Delivery, project managers will first create the project in Enterprise One and select an integrated template to have a workspace created in Projectplace. Progress of work in Projectplace will automatically roll up to the Enterprise One project. |
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Wondering how your organization can best leverage Project Teams powered by ProjectPlace? Find inspiration from Projectplace Use Cases and Best Practices that will show you that the possibilities with Projectplace are close to endless. If you need any help or have questions, reach out to your Customer Success Manager.
team-member
Team Members |
What's in it for you?
Team Foundation
You will have the ability to work in a single place and collaborate, update work status, and understand where work is in the process of completion. Showing work status to project leaders is simple - just show progress in the tool through visual Kanban boards and reports. It's simple and easy to get to work, instead of using complex or confusing spreadsheets or internal tools.
Connected Delivery
Though you receive benefits from using either or both work management solutions independently, connecting them with Enterprise One allows all collaboration to happen in one platform. Work flows into the team tools automatically from the PPM level and is pushed to the teams, so they can get to work easily. Any ad-hoc work requests the team receives flows up to the portfolio level for easy prioritization and decisions, without the need for meetings, emails, or IMs.
Powerful analytics from work delivered in Team Kanban in Enterprise One | Powerful analytics from work delivered in Project Teams in Enterprise One |
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Turn it on
Each team member will receive an activation email to complete the user setup for the chosen work management solution(s). Activate your account(s) to start getting benefits of managing work in Team Kanban and/or Project Teams!
Activate an account to Team Kanban - powered by AgilePlace | Activate an account to Project Teams - powered by ProjectPlace |
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Let's create a board in Team Kanban - powered by AgilePlace |
The most important rule is to start using the board sooner rather than later - waiting until the "perfect" board is ready will only delay the benefits that come with using it. Instead, design the best board you can with the information you have, begin using it to gather feedback about your process, and continue to improve your process/board design based on your findings.
Click New Board on the Home screen to get your first board started, and use the guidelines in the collapsible sections below to help you with your first board design:
Let's show progress on the board! |
Team members invited to a board can use the general recommendations below to gain familiarity on how to find work assigned to them, and how to update the board to show their work progress. Be sure to communicate with your team members so that everyone understands the specific expectations on moving and updating cards.
Let's get the work from an Enterprise One project to the teams in Team Kanban |
To use LeanKit for Connected Delivery, projects and work items on Enterprise One projects can be synchronized to Team Kanban for visualization and for the respective team to manage and deliver work.
Let's roll up work progress from LeanKit to Enterprise One |
Alternatively, depending on the use case that is configured for your organization, cards in LeanKit with a specific card type and moved/created in a specific lane will result in a project created in Enterprise One.
Let's create a new project workspace in Project Teams - powered by ProjectPlace |
As soon as the user accounts are activated, users can create workspaces to start work on projects and invite team members to collaborate.
How do I find my assignments and show progress for my work in Project Team - powered by ProjectPlace? |
Users invited to collaborate on a project can view all of their assignments and update progress from a single screen - My Overview.
Let's create a workspace that is connected to Enterprise One |
When using Projectplace for Connected Delivery, project managers will first create the project in Enterprise One and select an integrated template to create a workspace in Projectplace. Work progress in Projectplace will automatically roll up to the Enterprise One project