Project Portfolio Management
Project Portfolio Management
Planview’s Project Portfolio Management solution enables leaders to prioritize work, focus resources, balance capacity against demand, optimize project and program portfolios, and empower teams to deliver value on their own terms, all within a line of sight from strategy to delivery.
Your Modernization Journey
Planview’s Project Portfolio Management (PPM) modernization journey serves as a guide for organizations who want to modernize their PPM capabilities, evolving how they plan and deliver value from strategy to delivery. The journey is organized into five progressive stages; each stage has a distinct area of focus and is tied to specific capabilities and business outcomes. The PPM modernization journey is unique for every organization, depending on where they are, and where they want to go. As organizations progress through the stages, agility and adaptability increase, teams become empowered to work autonomously, and PMOs begin to focus on driving outcomes at the portfolio level. In the final stages, leaders gain visibility into work aligned to business objectives from strategy down to the team level.
Project management is the foundation of the PPM modernization journey, with the focus for your organization on portfolio visibility, work and resource management, and financials. Start here if you’re using one of Planview’s PPM products along with other disconnected tools, while relying on meetings and other communication to understand the status of the portfolio. The goal of this stage is to use portfolio and capacity planning to ensure the right work is prioritized at the right time.
Get Started with Project Management
Enable your team with adoption guides, best practices, and resources.
Read moreOrganizational Funding
This capability allows organizations to define and manage time-phased budgets or financial targets at the organizational level. Planned and in-flight investments can be analyzed against targets to assess the organization’s ability to take on new projects.
Read moreCapacity Planning
This capability provides the mechanism to set resource capacity targets which can be used to analyze capacity against demand and assess the organization’s ability to continue with existing investments or adopt new investments.
Read moreProject Portfolio Planning
This capability supports a clearly defined process for the initiation of business requests into a single repository and provides a consistent demand management process for all new projects. It ensures an appropriate governance structure is applied throughout the project lifecycle.
Read moreWork Management
This capability provides managers the ability to develop a work plan, view and manage all work details, define and classify risks, issues, and change requests, track and manage project delivery, and provide reports on the overall status and health of projects.
Read moreResource Management
This capability provides a single repository of resource availability information to an organization. Managers can track and manage assignments of named resources to forecast future demand. Time reporting information is also collected.
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Team foundation is the first major step in your modernization journey. Teams get started using new collaborative tools, such as project workspaces and agile Kanban boards – even if work currently sits within a traditional waterfall structure. Start here if your goal is to empower teams to work in the way best suited to them, using modern tools and methods to work collaboratively.
Get Started with Team Foundation
Enable your team with adoption guides, best practices, and resources.
Read moreProject Team Delivery
This capability provides teams a collaborative, productivity-focused workspace with integrated Kanban boards, as well as a centralized document management solution. Key project status and KPI information is sent to project managers and the portfolio for reporting and analysis.
Read moreAgile Team Delivery
This capability empowers your team to execute work according to their preferred methodology and processes with customizable Kanban boards. Integration of agile team tools is supported so your team can work how they want while seeing all planned and pre-planned work
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In the connected delivery stage, team tools are linked to portfolio tools, surfacing data for the entire organization. This provides full visibility into work being done with real-time data and status reporting, enabling accurate decision-making at the portfolio level. Start here if your goal is to inform decision-making while maintaining team autonomy by using interactive dashboards that roll up data from disparate teams to the portfolio level.
Get Started with Connected Delivery
Enable your team with adoption guides, best practices, and resources.
Read moreProject Team Delivery (Connected)
This capability provides teams a collaborative, productivity-focused workspace with integrated Kanban boards, as well as a centralized document management solution. Key project status and KPI information is sent to project managers and the portfolio for reporting and analysis.
Read moreAgile Team Delivery (Connected)
This capability empowers your team to execute work according to their preferred methodology and processes with customizable Kanban boards. Integration of agile team tools is supported so your team can work how they want while seeing all planned and pre-planned work
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Program management is the shift to an elevated system of strategic planning and financial management. In this stage, organizations leverage strategies and programs to focus on coordinating delivery around a shared strategic vision, which is driven by an investment plan prioritized by value. Start here if your organization is ready to plan, prioritize, and fund at the program or strategy level, and align projects to programs and strategies.
Get Started with Program Management
Enable your team with adoption guides, best practices, and resources.
Read moreCapacity Planning
This capability provides the mechanism to set resource capacity targets which can be used to analyze capacity against demand and assess the organization’s ability to continue with existing investments or adopt new investments.
Read moreProgram Portfolio Planning
This capability supports a clearly defined process for the initiation of business requests, and the tracking of programs and related projects through planning, categorization, and review. It ensures an appropriate governance structure is applied throughout the program lifecycle.
Read moreProgram Management
This capability supports the monitoring and management of program roadmap realization by tracking the status and health of programs. Data rolled up from dependent projects is used to update the roadmap, manage program delivery, and communicate with stakeholders.
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Adaptive portfolio planning is the last stage in modern PPM. Here, organizations identify opportunities based on leading indicators, support continuous change, and shorten planning cycles to allow for rapid delivery. Start here if you’ve raised Planview’s Investment and Capacity Planning tool to the strategy and resource role level, and you’re ready to align funding and prioritization to strategic goals and programs.
Get Started with Adaptive Portfolio Planning
Enable your team with adoption guides, best practices, and resources.
Read moreStrategic and Program Funding
This capability provides the mechanism to define financial targets at the strategic and program level which investments can be analyzed against. Financial targets can be adjusted based on changing priorities or desired outcomes.
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Additional Resources
- Planview’s interactive PPM Journey Mapping tool can help you identify your current stage on the PPM modernization journey, and where you want to go.
- Map your organization’s journey from traditional to modern PPM using this self-guided PPM Modernization Journey Workshop.
- Learn how modernizing PPM can increase value for your organization in this demo: Why Modern PPM
- Planview’s team solutions maintain a seamless connection between strategic priorities and work at the team level. Find out which module is right for your team.