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Planview Customer Success Center

Planview Capability Framework

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  • PAFProduct|LeanKit--**--PAFCategory|Delivery--**--PAFSolution|EnterpriseAgilePlanning--**--PAF--**--Agile Program Management
    Support program backlog management, quarterly planning, and program execution.
  • PAFProduct|EnterpriseOne--**--PAFProduct|LeanKit--**--PAFCategory|Delivery--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Agile Team Delivery
    Execute work according to your team’s preferred methodology and processes.
  • PAFProduct|EnterpriseOne--**--PAFCategory|Results--**--PAFSolution|EnterpriseAgilePlanning--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Benefits Realization
    Assess organizational progress towards expected outcomes and benefits.
  • PAFProduct|Clarizen--**--PAFCategory|Results--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--Billing and Revenue Tracking
    Streamline the customer billing process with an integrated ERP system.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Capacity Planning
    Leverage reports and analytics to gain actionable insights into your planning portfolio and inform investment decision making.
  • PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--Capacity and Staff Planning
    Support flexible staffing and scheduling based on changing demand.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Delivery--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Cost Management
    Plan and manage financial costs for projects, programs, and products.
  • PAFCategory|Planning--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--PAFProduct|EnterpriseArchitecture--**--Enterprise Architecture Management
    Understand and manage applications and technologies that support the business.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Financial Planning
    Plan and manage project, program, and product financial information.
  • PAFCategory|Delivery--**--PAF--**--PAFSolution|ValueStreamManagement--**--Flow Methodology
    Achieve optimal flow and drive project to product transformation with the Planview Flow Methodology.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Strategy--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Initiative Planning
    Define, manage, and estimate costs for your organization’s strategic initiatives.
  • PAFProduct|Spigit--**--PAFCategory|Strategy--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Innovation
    Submit, centralize, and evaluate crowd-sourced ideas from across the organization.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFProduct|LeanKit--**--PAFCategory|Strategy--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Objectives and Key Results
    Define, align around, execute, and measure progress toward organizational goals.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|ProjectPortfolioManagement--**--PAF--**--Organizational Funding
    Define and manage financial targets at the organizational level.
  • PAFProduct|EnterpriseOne--**--PAFCategory|Planning--**--PAFSolution|EnterpriseAgilePlanning--**--PAF--**--Portfolio Planning
    Develop lean business cases to deliver portfolio outcomes.
  • PAFProduct|EnterpriseOne--**--PAFCategory|Planning--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Prioritization and Scenario Analysis
    Assess and prioritize investments before the approval of your portfolio plan.
  • PAFProduct|EnterpriseOne--**--PAFCategory|Planning--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Product Funding
    Create financial targets for products and track variances over time.
  • PAFProduct|EnterpriseOne--**--PAFCategory|Planning--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Product Portfolio and Pipeline Planning
    Support the creation, approval, planning, and development of products.
  • PAFProduct|Clarizen--**--PAFCategory|Delivery--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--Professional Services Resource Management
    View and manage your resource pool for efficient and profitable project delivery.
  • PAFProduct|Clarizen--**--PAFCategory|Delivery--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--Professional Services Work Management
    View and manage all work details, and report on project status and health.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Delivery--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Program Management
    Monitor program roadmap realization by tracking program status and health.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--Program Portfolio Planning
    Track programs and related projects through planning, categorization, and review.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFProduct|Projectplace--**--PAFCategory|Planning--**--PAFSolution|ProjectPortfolioManagement--**--PAF--**--Project Portfolio Planning
    Define a consistent process for initiating business requests and new projects.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFProduct|Projectplace--**--PAFCategory|Delivery--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Project Team Delivery
    Collaborate in a workspace with integrated Kanban boards and centralized document management.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Delivery--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--Resource Management
    Track and manage resource assignments and forecast future demand.
  • PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--Revenue Planning
    Manage financial information and performance for professional services engagements.
  • PAFProduct|Clarizen--**--PAFCategory|Delivery--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--Revenue and Cost Management
    Track and control engagement costs and monitor financial performance.
  • PAFProduct|EnterpriseOne--**--PAFCategory|Strategy--**--PAFSolution|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--PAFProduct|PlanviewRoadmaps--**--Roadmapping
    Translate strategic ideas into an interactive timeline of business outcomes and deliverables.
  • PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--Services Portfolio Planning
    Enable effective planning through a flexible staffing and billing approach.
  • PAFProduct|EnterpriseOne--**--PAFCategory|Planning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--Strategic and Program Funding
    Define and manage financial targets at the strategic and program level.
  • PAFCategory|Delivery--**--PAF--**--PAFSolution|ValueStreamManagement--**--PAFProduct|Hub--**--Toolchain Integration
    Integrate your toolchain to track work flow between roles and tools.
  • PAFCategory|Delivery--**--PAF--**--PAFSolution|ValueStreamManagement--**--PAFProduct|Viz--**--Value Stream Analytics
    Track the health and performance of your product value streams by looking at value stream analytics.
  • PAFProduct|EnterpriseOne--**--PAFCategory|Planning--**--PAFSolution|EnterpriseAgilePlanning--**--PAF--**--Value Stream Funding
    Set financial targets for value stream benefits and revenue.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFProduct|Projectplace--**--PAFCategory|Delivery--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Work Management
    Develop a work plan, manage project delivery, and report on project status and health.

Planview Capability Framework

Planview’s capabilities are the building blocks of the Planview platform. The Planview Capability Framework is an adoption framework designed to help you achieve business value and maximize your return on investment with your Planview solution.

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