Professional Services Work Management
Professional Services Work Management
The Professional Services Work Management capability’s enablers include Planning and Scheduling, Changes, Risks, and Issues, and Execution and Tracking. Each capability within the Planview Capability Framework has a distinct set of features and functionality, business processes, best practices, and analytics and reports that deliver value to customers in the form of specific business outcomes.
Enablers and Business Outcomes
Planning and Scheduling
Provides work managers with the ability to view and manage all work details. They can develop the schedule or plan by defining the timeline, milestones, activities, and resources required to deliver the work. Resulting business outcomes include:
- We can implement a standardized work planning and scheduling process for projects and other planned work.
- We can plan work milestones and categorize these milestones to drive project status reporting.
- We can define the phases of work or activities at a detailed level that supports resource forecasting and planning.
- We can forecast the effort required to deliver the work, expressing this demand against the relevant organizational and resource type.
- We can use schedule templates to apply planning standards and to drive consistency and efficiency.
Changes, Risks, and Issues
Supports the definition and classification of change requests, risks, and issues and the tracking of any subsequent actions, approvals, or escalations. Resulting business outcomes include:
- We have a standard and consistent method for capturing and managing project change requests, risks, and issues.
- We have a single organization-wide repository of change request, risk, and issue information, which can be automatically consolidated into project status reports.
- We can measure the volume of project risks and group and categorize them to understand their impact on the successful delivery of projects.
- We can measure the volume of project issues and categorize them to identify projects that could deliver late, over budget, or outside scope or quality.
- We can understand the impact of change requests on project schedules and financial plans and approve or re-baseline accordingly.
Execution and Tracking
Supports the project manager to manage the project through the execution/delivery stages and to report on the overall status and health of the project. Support the management of all work types, whether project-based or lights-on work. Resulting business outcomes include:
- We can monitor actual effort reported to timesheets and determine how this effort has contributed to project progress.
- We have a single, timely, and accurate organization-wide view of project status, with all reporting needs being met from this single version of data.
- We can view portfolio level status reports based on project status information.
- We can compare the performance of a project against financial and schedule baselines and schedule variance alerts, ensuring that remedial action takes place.
Processes and Reports
Professional services work management provides project managers the ability to develop a services work plan or schedule by defining the timeline, milestones, activities, and resources required to deliver the work. This capability allows work managers to define and classify risks, issues, and change requests, track and manage project execution and delivery, and report on the overall status and health of projects.
Related Capabilities
Professional Services Resource Management
This capability supports the viewing and managing of an entire resource pool, enabling the assignment of the right resources at the right time for more efficient and profitable project delivery across all engagements.
Read moreBilling and Revenue Recognition
This capability streamlines the billing process, allowing for flexible customer invoicing that supports different business models, while also ensuring real-time visibility into services revenue and flexibility for revenue recognition.
Read moreOpportunity Planning
This capability supports the creation of new engagements out of opportunities by creating visibility into the pipeline, streamlining quotes and statements of work (SOWs), and accurately capturing billing agreements.
Read more
Supported Solutions