Planview Enterprise One – PRM, Planview LeanKit, Planview Projectplace
The Program capability focuses more on the program level than the work level. While many of the same capabilities are found here as you see on the Project map, the focus differs, as there is more focus on strategic planning, funding of programs rather than projects, capacity and demand balancing, and program governance. As you move to this level, work can still be done in PRM, but also, teams will be enabled to use more Agile tools, which can be connected with PRM for rollup and reporting analysis.
For this capability, the portfolio management for programs is done in Enterprise One (including Enterprise Architecture), enabling the management team to see all the details in one place, in a familiar user interface and with access to a wide variety of reports and analytics.
In the Program capability, the Strategies menu is used to manage the initiatives and programs for an organization. Financial targets and budgets are often created at the initiative level and viewed within Investment and Capacity Planning to prioritize, approve, and fund programs.
Once the programs have been funded, work delivery comes into play. Supporting the approved programs, work data can be created and managed in PRM, but it may also come in from the Team Kanban or Project Team modules.This shows how the connected solutions can help even more organizations with a strategic program approach. Following are examples of how the Team modules are helpful.
Project Teams (powered by Projectplace)
The Program Management capability supports top-down management, where schedules and resource assignments are created by the management team. Using templates ensures consistency in work stages, milestones, and other aspects of the schedule.
The Project Teams module can be used to track individual projects, tasks, or other work items and managed by the teams themselves, but the data will be available for analysis in PRM.
Some teams require extensive documentation as part of their process, and the Project Teams module includes full-featured documentation management capabilities, with a folder structure, a knowledge base and a convenient public documents area, all of which can be stored with the relevant work items. The version management functionality makes sure that nothing is lost if unwanted changes or deletions occur, which makes for much smoother collaboration. Storing documents in the Project Teams module makes documentation available to those engaged in strategic initiative planning, if necessary, but keeps it at the team level for easier access to those who work with it most.
Team Kanban (powered by LeanKit)
Program planning is easily accomplished in PRM, but many organizations find it convenient to use the Team Kanban module to manage the team backlog, team execution, cross-team coordination, and team OKRs. The visual nature of the Team Kanban module allows planning to be done in a colorful, "sticky-note" style, which also includes all the underlying data captured within.
There are many advantages to using the Team Kanban module's collaboration functionality, such as Using @ tags to let people know when you have a comment or a question on a card or want to call a conversation to someone’s attention, using the Comment section of the detail pane for cards, documents, milestones, and activities to keep communication around work to be done in context and transparent, and using the Conversations tool for all other communication. Tags, when used efficiently, are a great way to organize conversations by topic.
Of course, many established teams may be using other means of tracking their work. The Team Kanban module is ideal for compiling that data and bringing it into the Planview platform for analysis, thanks to the integrations powered by TaskTop.
Agile costing can be done in the Team Kanban module and brought in via the connector. For more information on this, see the internal Agile Costing page, which has "gotchas" and other helpful information for demonstrating it.
And since brainstorming, planning, and retrospectives are part of any project, Instant Coffee, a part of the Team Kanban module, is a tool that can be brought in at any level of the Program Capability, but is especially helpful for early strategic and initiative planning sessions.
Questions for the Customer
Where do you think you are on your modernization journey today? Where do you want to be, and in what timeframe?
Are there parts of your organization that are in different stages of the journey?
How do you get information about work done by different groups within your organization into your strategic plan? Do they use different tools? How does the data roll up for reporting?
What challenges do you have around visibility into the detailed execution of your projects and plans?
How are your programs funded, prioritized, detailed into projects, and tracked in your governance process?
These videos introduce you to the Capability Model, how the model is structured, and to the capability map.