[ Planvie... Reviews ](https://www.g2.com/products/planview-adaptivework/reviews) [ Planvie... Reviews ](https://www.g2.com/products/planview-adaptivework/reviews) # Planview AdaptiveWork Features ##### ## Tasks (8) Creation & Assignment Create and assign tasks for individual users with details and due dates. Due Dates Set deadlines and milestones for tasks, manually or automatically (based on project templates). Task Prioritization Set priority levels on tasks so individuals can organize their work. To-Do Lists Each user can view their list of tasks to be completed without having access to other tasks. Dependencies Define dependencies between tasks and the rules to manage them. Mass Updates Allows users to update multiple tasks at the same time, accross multiple projects. Drag & Drop Users can move tasks and change dependencies using drag and drop. Recurring Tasks Define recurring tasks that can be scheduled automatically at pre-defined intervals. Show More ##### ## Projects (11) Planning Plan and create work breakdown structure (WBS) based on the scope of the project. Project Map Projects can be mapped out with milestones, due dates, deliverables and interdependencies. GANTT Provide visual representations of tasks, dependencies, and progress. Calendar View Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. Views Create customized project views for internal and external purposes (eg: for customers). Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Issue Tracking Track issues at the project or task level, and manage resolutions. Templates Provide standards templates that can be customized by users to create new projects. Critical Path Automatically calculate the critical path for projects and update it when projects change. Time & Expense Track time and expenses associated with projects or tasks. Methodologies Support agile and waterfall project management methodologies. Show More ##### ## Resource Management (6) Resource Definiton Create human and material resources and categorize them based on skills and other criteria. Capacity Monitor capacity in real time to track resource use and identify bottlenecks. Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Definition Identify human and material resources and assign them to projects and portfolios. Allocation Resources can be allocated and reallocated across multiple projects and portfolios. Optimization Improve resource utilization across various projects and portfolios. Show More ##### ## Project Monitoring (3) Baselining / KPIs Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## Communication (3) Wiki Documentation Provides a wiki to keep useful product documentation. Community Forum Provides a place for product users to interact and ask questions. Customer Ideation Provides a medium for users to make suggestions for the product. Show More ##### ## Planning (5) Work Capacity Measures the amount of work an employee can handle in a sprint. Task Ranking Ranks the priority of a task. Kanban Board provides a Kanban board to visualize tasks. Custom Workflows Enables the creation of custom workflows to facilitate various processes. Release Forecasting Predicts a products release based on the workflow. Show More ##### ## Workflow Management (4) Time Tracking Tracks the amount of time spent on a task. Progress Monitoring Measures the progress of tasks within a product workflow. Budgeting Measures the cost of tasks and enables the allocation of budget to different projects. Team Scorecard Provides data on employee performance for gamification. Show More ##### ## Portfolio Management (8) Portfolio Types Define multiple types of portfolios for projects, programs, and services. Planning Plan activities and tasks across various portfolios or programs. Alignment Align different kinds of portfolios with business and financial goals. Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Portfolio Definition Define multiple types of portfolios for projects, programs, and services. Portfolio Performance Monitor the performance of different types of portfolios and programs. Risk Identify risks that may negatively impact the performance of a portfolio of projects. Portfolio Mix Create the optimal mix of portfolios to achieve operational and financial goals. Show More ##### ## Project Management (7) Dependencies Manage dependencies between projects from one or multiple portfolios. Priorities Assign priorities for projects that are part of portfolios. Lean Management Include lean project management features and best practices. Project Planning Generate plans that define tha main activities and resources needed for a project Project Tracking Monitor the progress or all tasks and activities that are part of a project Resource Definition Contains library of skills and resources to allow project managers to find and assign to projects. Resource Management Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc. Show More ##### ## Data & Analytics (4) Data Consolidation Consolidate project and portfolio data from separate sources. Visualizations Provide custom project and portfolio monitoring visualizations. Performance Monitor the performance of different types of portfolios. Risk Analysis Perform risk analysis at the portfolio or project level. Show More ##### ## Customer Management (4) Customer Profiles Maintains a central repository of customer information and communications. Sales Identify sales opportunities and manage leads pipelines by customer or region. Marketing Create and manage marketing campaigns and track their performance Client Portal Provides a portal for clients to view project progress, budgets, resources, project documents, etc. Show More ##### ## Accounting (5) Revenue Recognition Automate revenue recogniton by project, portfolio, or milestone and deliverable. Invoice Management Ability to create and send electronic invoices, including templates that can be customized/branded. Payments Accepts multiple types of payments from clients and match with invoices. Project Accounting Deliver features to track and manage costs and revenues by project. Budget Tracking Enables accountants and project managers to track and manage budgets. Show More ##### ## Analytics (3) Forecasting Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments. Reporting Access pre-built and custom reports and dashboards that can be configured by users. KPIs Include business and financial KPIs that are specific to project and portfolio management . Show More ##### ## Administration (6) Standard Integrations Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems Workflow Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions. Access Management Grant access to select data, features, objects, etc. based on access rights by users, user role, groups, etc. Permissions Define and manage roles and access rights for the entire system. Procedures Maintain procedures for data access and governance. Remote Work Allow users to use the system online and on mobile devices. Show More ##### ## Platform (5) APIs Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Mobile Allows software to be easily used on multiple mobile devices including phones and tablets. Offline Access Ability to create and access tasks, transactions and reports while not connected to internet. Show More ##### ## Automation (3) Workflows Provide standard workflows that can be used accross the company. Customization Allow administrators to configure workflows and processes. Data repository Deliver a single data repository for all project information. Show More ##### ## Project management (7) Task Prioritization Set priority levels on tasks so individuals can organize their work. Dependencies Define dependencies between tasks and the rules to manage them. Planning Plan and create work breakdown structure (WBS) based on the scope of the project. Views Create customized project views for internal and external purposes (eg: for customers). Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Critical Path Automatically calculate the critical path for projects and update it when projects change. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## Workload (4) Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Workspace Define customizable workspace for teams, departments, and external users. Configuration Provide drag and drop options to configure workspaces. Insights Monitor work accross the company and analyze performance. Show More ##### ## Communication & Collaboration (3) Communication Channels Support multiple channels for internal and external communications. Document Management Allow users to share and collaborate on documents and files. Collaboration Help users meet, share workspaces, and collaborate on tasks. Show More ##### ## Cost Management (3) Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Time & Expense Track time and expenses associated with projects or tasks. Profitability Monitor project proftability by team or department. Show More ##### ## Integration (3) Front Office Integrate with CRM, marketing, or customer service software. Back Office Provide integration with accounting software and ERP systems. External data Connect to external data sources such as databases or BI software. Show More ##### ## Generative AI (6) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Strategy - Project and Portfolio Management (10) Simulation Simulate the outcomes of various business case scenarios and mix of projects Tracking Monitor the efficiency of strategic plans and how they are impacted by projects and portfolios Planning Create plans to implement activities to achieve strategic objectives Objectives Define strategic objectives related to project and portfolio management Visiblity Provide a 360 view of all projects and portfolios and their corresponding strategies Alignment Align project and portfolios with the strategic objectives of the company Risk Management Mitigate risks related to projects and portfolios that may impact strategic objectives Implementation Deploy strategic planning to project and portfolio management activities Optimization Help with continuous improvement and to adapt to strategy updates and market changes Prioritization Assign priorities to projects and portfolios based on strategic objectives Show More ##### ## Artificial Intelligence - Professional Services Automation (2) Smart task suggestions Gives task and resource allocation suggestions based on project context. Automated workflows Automates time-tracking, invoicing, and expense reporting. Show More ##### ## Agentic AI - Project Management (6) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Work Management (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Professional Services Automation (2) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ## Top-Rated Alternatives [ ![Wrike](https://images.g2crowd.com/uploads/product/hd_favicon/e7b3c8ae7b46d6fdecc3c383064c2ca8/wrike.svg "Wrike") Wrike 4.2/5(4,536) ](https://www.g2.com/products/wrike/reviews) [ ![Microsoft Project & Portfolio Management](https://images.g2crowd.com/uploads/product/hd_favicon/1500313790/microsoft-microsoft-project-portfolio-management.svg "Microsoft Project & Portfolio Management") Microsoft Project & Portfolio Management 4/5(1,627) ](https://www.g2.com/products/microsoft-microsoft-project-portfolio-management/reviews) [ ![Smartsheet](https://images.g2crowd.com/uploads/product/hd_favicon/1545251244/smartsheet.svg "Smartsheet") Smartsheet 4.4/5(22,581) ](https://www.g2.com/products/smartsheet/reviews) [ View All Alternatives ](https://www.g2.com/products/planview-adaptivework/competitors/alternatives) Planview AdaptiveWork Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_71cbbc9a2be6ec792b4636a61923c4e1/microsoft-microsoft-project-portfolio-management.jpg "Product Avatar Image") MS Project 4/5(1,627) [ Compare Now ](https://www.g2.com/compare/microsoft-microsoft-project-portfolio-management-vs-planview-adaptivework) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_51f10d70c3ce7c2cdac3dcf26c0177a5/workfront.png "Product Avatar Image") Workfront 4.1/5(1,230) [ Compare Now ](https://www.g2.com/compare/planview-adaptivework-vs-workfront) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_4307b4807f27474de93a9fed1ab011a3/wrike.png "Product Avatar Image") Wrike 4.2/5(4,536) [ Compare Now ](https://www.g2.com/compare/planview-adaptivework-vs-wrike) ##### Categories on G2 [ Work Management ](https://www.g2.com/categories/work-management)[ Project Management ](https://www.g2.com/categories/project-management)[ Project and Portfolio Management ](https://www.g2.com/categories/project-and-portfolio-management) [ Product Management ](https://www.g2.com/categories/product-management-software)[ Professional Services Automation ](https://www.g2.com/categories/professional-services-automation) Show More ##### Explore More [ What is the top-rated incident management software for enterprise IT teams? 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