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Planview Customer Success Center

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Program Management

Start here if:

  • Your goal is to align programs and new innovation to initiatives that drive the strategic plan.
  • Your goal is to align the technology and application portfolios to the organization's business outcomes.
Adaptive Portfolio Planning

Start here if:

  • Your goal is to switch to a more dynamic approach by utilizing top-down capacity planning to focus on priorities and outcomes first.
  • Your goal is to use what-if scenario planning to understand trade-off decisions before finalizing the overall portfolio plan.
Elevated Funding

Start here if:

  • Your goal is to have financial information such as high-level estimates, baseline budgets, and variance reporting from connected programs and projects.
  • Your goal is to set time-phased budgets and financial targets for strategic initiatives that can also be adjusted along the way.
Flexible Governance

Start here if:

  • Your goal is to increase the efficiency of your governance processes to the minimum amount.
  • Your goal is to enable teams to use the methodology that works best for them or introduce Agile methodologies.
Outcome-driven Planning

Start here if:

  • You want to start using Objectives and Key Results (OKRs) to align work to your strategic plan.
  • You want to use roadmaps as tangible and visible timelines that include major checkpoints and deliverables to drive strategic initiatives.