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Planview Customer Success Center

About Applications

Applications are designed to meet the needs of the executive team by giving senior managers the ability to create a portfolio of applications and to track the performance of application related projects against application benchmarks such as budgeted cost and resource hours as well as delivery dates.

Portfolios provide the engine for Application Portfolio Management, in which a portfolio of type "Applications" describes application attributes and allows you to link and roll-up budgets and actuals from timesheets and projects associated with each application. Because it includes both cost and resource information from initial budget through actual costs, this helps you get a full picture of your entire application portfolio.

Application Portfolio Management is designed with flexibility in mind, allowing you to model just about any hierarchy by simply adding relevant projects to each application, and then selecting parent-child relationships between the applications to manage the roll-ups of budgets and actual data.  Roll-ups to applications are based on the percentage that you set for each project.  For example, a new project may be assigned 33% to each of 3 different applications.  This gives managers the ability to see exactly how their applications are performing at any time. Easy drill down from an application directly into the member projects and sub-applications gives managers instant visibility to items that may need attention or that are performing particularly well.

Applications support user-defined fields, so each category of application can track different sets of key metrics. You can also define new tabs based on application portfolio types, giving you the ability to highlight important application portfolios at the top level of PPM Pro menus.

Getting Started

You can have multiple portfolio and asset classes, and each class must have at least one category but can have multiple. Applications are a class of portfolios. 

  1. Set up a Portfolio Class called Applications
  2. Set up at least one Portfolio Category called Applications 
  3. Set up at least one Asset class (Servers, Databases, Vendors would all be good options here)
  4. Set up at least one Asset category within that Asset class
  5. Edit your Application category, and select the Asset classes you want to associate with that category under the “Available Asset Classes” box – this will allow you to associate an asset to an app, and vice versa
  6. Edit any application or asset – you’ll now see a puzzle piece icon for the associated asset/application, where you can make the association
  7. Create new fields on assets or applications as needed

The report sources All Assets and All Portfolios will be helpful to see dependencies. You can drill into the Children folders and pull in associations. You can use the  Impact Analysis feature to see the linkages between items.

Some useful Success Center documentation links: