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Capability Portal

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  • Planview Capability Framework
  • 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--**--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.
  • 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--**--PAFCategory|Planning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--Strategic and Program Funding
    Define and manage financial targets at the strategic and program level.
  • 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|Clarizen--**--PAFCategory|Results--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--Billing and Revenue Tracking
    Streamline the customer billing process with an integrated ERP system.
  • 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|Clarizen--**--PAFCategory|Delivery--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--Revenue and Cost Management
    Track and control engagement costs and monitor financial performance.
  • PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--Services Portfolio Planning
    Enable effective planning through a flexible staffing and billing approach.
  • PAFProduct|EnterpriseOne--**--PAFCategory|Planning--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Product Portfolio and Pipeline Planning
    Support the creation, approval, planning, and development of products.
  • PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--Capacity and Staff Planning
    Support flexible staffing and scheduling based on changing demand.
  • PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|ProfessionalServicesAutomation--**--PAF--**--Revenue Planning
    Manage financial information and performance for professional services engagements.
  • PAFProduct|EnterpriseOne--**--PAFCategory|Planning--**--PAFSolution|EnterpriseAgilePlanning--**--PAF--**--Value Stream Funding
    Set financial targets for value stream benefits and revenue.
  • PAFProduct|EnterpriseOne--**--PAFCategory|Planning--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Product Funding
    Create financial targets for products and track variances over time.
  • 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|Strategy--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Initiative Planning
    Define, manage, and estimate costs for your organization’s strategic initiatives.
  • PAFProduct|EnterpriseOne--**--PAFCategory|Results--**--PAFSolution|EnterpriseAgilePlanning--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Benefits Realization
    Assess organizational progress towards expected outcomes and benefits.
  • 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--**--Portfolio Planning
    Develop lean business cases to deliver portfolio outcomes.
  • 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|LeanKit--**--PAFCategory|Delivery--**--PAFSolution|EnterpriseAgilePlanning--**--PAF--**--Agile Program Management
    Support program backlog management, quarterly planning, and program execution.
  • 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|EnterpriseAgilePlanning--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--PAFSolution|ProductPortfolioManagement--**--Financial Planning
    Plan and manage project, program, and product financial information.
  • 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.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Planning--**--PAFSolution|ProjectPortfolioManagement--**--PAF--**--Organizational Funding
    Define and manage financial targets at the organizational level.
  • PAFProduct|EnterpriseOne--**--PAFProduct|Clarizen--**--PAFCategory|Delivery--**--PAFSolution|ProjectPortfolioManagement--**--PAFSolution|StrategicPortfolioManagement--**--PAF--**--Resource Management
    Track and manage resource assignments and forecast future demand.
  • 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--**--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--**--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|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|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.

Planview Capability Framework

The Planview Capability Framework provides a common language to describe the breadth, depth and maturity of Planview’s solutions and the value they bring to our customers. Capabilities are the building blocks of our solutions, and extend across four critical areas for your organization’s success- strategy, planning, delivery, and results.

Discover Capabilities

Use the filters below to browse capabilities within the Planview Capability Framework. Each capability contains a selection of business processes, best practices, product help, and other resources to guide you towards achieving value in the form of specific business outcomes.

Browse capabilities by

      Guides and Resources

      Planview’s capabilities can be arranged in many different configurations to build customized best-practice solutions. Download our capability guides to get a high-level overview of the possible ways to combine capabilities within our solutions, and improve upon your solution in line with the ever-changing world of work.

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      Capability Guide

      Planview Platform

      From strategy to delivery, explore how Planview’s capabilities enable connected work throughout your organization. With our capability framework to guide you, you can focus on what matters most and empower teams to do their best work.

      Download
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      Capability Guide

      Project Portfolio Management

      Planview’s project portfolio management capabilities enable leaders to optimize program and project portfolios, balance capacity against demand, prioritize work, focus resources, and empower teams to deliver.

      Download
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      Capability Guide

      Strategic Portfolio Management

      Planview’s strategic portfolio management capabilities enable leaders to invest incrementally, quickly shift resources, and use cross-functional teams to align organizational goals to an ideal team work structure.

      Download
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      Capability Guide

      Product Portfolio Management

      Planview’s product portfolio management capabilities help organizations gather input from customers, build product roadmaps, prioritize the best product portfolio, and manage the execution of bringing those products to market.

      Download
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      Capability Guide

      Professional Services Automation

      Planview’s professional services automation capabilities enable all types of services organizations to achieve optimal efficiency across all aspects of the customer engagement lifecycle.

      Download
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      Capability Guide

      Enterprise Agile Planning

      Planview’s enterprise agile planning capabilities enable your organization to plan, visualize, and adapt its strategic and financial plans in response to customer and market demands.

      Download

      About the Planview Adoption Framework

      • What is the purpose of the Planview Adoption Framework?

        The Planview Adoption Framework is a focused series of customer journeys and associated guidance intended to lead our customers through adopting our best practice FastTrack solutions. FastTrack solutions are designed to support your organization’s strategy to delivery transformation and are based on our direct experience implementing our solutions for customers in a variety of markets and industries.

        Each FastTrack solution journey utilizes the Planview Capability Framework, our modular and highly configurable framework designed to deliver value to customers in the form of specific business outcomes. Within each capability, you’ll find a selection of business processes, best practices, product help, and other resources to guide you towards achieving those outcomes.

      • What is the Planview Capability Framework?

        The Planview Capability Framework describes the breadth, depth, and maturity of Planview’s solutions and the value they bring to our customers. It is a modular framework, with the capabilities themselves forming the foundational components of our solutions.

        Each capability 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. Think of each capability as a building block; these blocks can be slotted together in different ways to build tailored, best practice solutions for each customer. Capabilities don’t have to be switched on all at once – the framework is deliberately modular, so that customers can continue to build and improve upon their solution in line with the ever-changing world of work.

      • Who should use the Planview Adoption Framework?

        The Planview Adoption Framework is designed for all those looking to effectively lead change within their organization. It also enables leaders to prepare their teams with self-guided training via our library of practitioner best practices and processes, so you can get more value from your implementation.

      • How do I get started?

        Each organization is at their own stage of transformation, so we have included a summary of each journey stage to help you identify where you should start- just click the "get help choosing a stage" link to get started.

        Planview Professional Services offers initial implementation and value optimization services for our software solutions. Our subject matter experts leverage the Planview Adoption Framework to help you to assess where your organization currently is, what areas you want to transform, and how to realize the benefit of leveraging Planview capabilities. For more information, see Planview Professional Services.

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