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Planview Customer Success Center

Services Portfolio Planning

Services Portfolio Planning

The Services Portfolio Planning capability’s enablers include Opportunity Management, Engagement Management, and Governance. 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.


Processes and Reports

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Services portfolio planning enables organizations to optimize revenue and streamline the process of turning opportunities into engagements. By aligning projects to the business model, billing is tied to work items and schedules that create value, allowing for maximized profit and effective delivery.


Opportunity Management Process Steps


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Opportunity management process flow

Process Step Description
CRM Integration

Import opportunity information from an integrated customer relationship management (CRM) system that has been configured to define relevant information such as title, projected revenue, and estimated start date.

The opportunity can be imported as a request or as a project draft. Customer information may also be imported.

For more information:

Create request

A request is one way to initiate an engagement in AdaptiveWork. Starting with a request helps ensure that the incoming opportunity is well-defined, categorized, and assigned to the right area for delivery. It also allows for the potential engagement to be evaluated on the estimated costs and capacity for appropriate scheduling.

For more information:

Convert to project

If the opportunity is won, convert it to a project. The project and originating request will be related, and the request owner will be notified along with any relevant users.

For more information:

Close request If the opportunity is not won or the request is no longer needed, close the request. This provides a record of its status for reporting and ensures that no further updates can be made.



Engagement Management Process Steps


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Engagement management process flow


Process step Description
Select billing type and template

Align your engagement to the business model by selecting a billing type for the project. Billing type controls the planning and tracking of revenues and gives time-phased visibility into fixed-price work items. Project work should be aligned to the type of billing that is utilized in the engagement:

  • Fixed Price – expected revenues for the completion of the work are agreed to in advance and do not change.
  • Fixed Price Milestones – expected revenues are agreed to in advance based on the achievement of certain milestones.
  • Time and Materials – expected revenues are earned with the performance of work, even if work packages are not completed.
  • Mixed – a combination of these types.

Templates optimize work delivery by streamlining work items and processes. Utilizing predefined templates allows you to efficiently create work in the formats required to support specific business models.

Documents used for billing, such as quotes, statements of work, or contracts, may be included in a project or work item by adding a file. If a project or milestone used to create a template includes documents, those documents will be included in the template.

For more information:

Create project

Create a project to form the basis of the project schedule. The project can be converted from a request or by creating a new project in the Projects module. Projects contain the basic units of work in the form of tasks, financial information, timelines, roadmaps, baselines, and other information needed for an engagement to be successful.

When a new project is created, you will be required to fill out certain fields to ensure you provide the appropriate data for categorization. Project assignment and any lifecycle steps will start following your defined governance process.

Plan work breakdown structure and milestones

Build out the work breakdown structure to form a high-level project schedule by adding work items such as sub-projects, milestones, tasks, and sub-tasks. As part of this step, you can define the project start and end date, duration, and dependencies.

The project schedule consists of any elements in the WBS that exist below the project level in the hierarchy, such as projects, milestones, and tasks, as well as effort, dates, and durations. The WBS can be displayed as a grid or as an interactive Gantt view. This view provides alternative project schedule views in the Gantt settings, such as critical path, baseline, or baseline versus actuals.

For more information:

Forecast costs and revenue

Capture a high-level estimate of the engagement’s costs and expected revenue in the work financial plan. Costs include labor, capital spending, expense spending, and more.

For more information:

Review and approve Submit your project for review. Once approved, the project's lifecycle state should be updated to active. This will also update all tasks within the project.



Governance Process Steps


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Governance process steps

Process step Description
Governance point A At this potential governance point, the request intake information is reviewed. If the opportunity is won, a new project will be created.

Governance point B

At this potential governance point, the initial project planning information will be captured and reviewed to determine if enough is known to proceed with the project. This information includes description and categorization attributes, cost and benefit estimates, and roadmap dates.
Governance point C At this potential governance point, proposed engagements (projects) are analyzed based on forecasted capacity and cost to accurately estimate delivery. This is typically based on resource capacity and finances.
Governance point D If required, projects can proceed through a gated governance process. Each gate normally requires the project to comply with a checklist of activities and deliverables before proceeding to the next gate.



Services Portfolio Planning Reports

There are several standard reports for project management in the report library. These can be run with specific filters to see the appropriate information. For more information, see Project Manager Reports, the Project Highlight Report, and the Period Project Report (PPR).

Additional reports and dashboards can be created by the administrator and shared with the organization and appropriate team members.