Planview AdaptiveWork Features

Tasks (7)

Creation & Assignment: Based on 83 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Create and assign tasks for individual users with details and due dates.
Due Dates: Based on 87 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Set deadlines and milestones for tasks, manually or automatically (based on project templates).
Task Prioritization: Based on 48 Planview AdaptiveWork reviews. Set priority levels on tasks so individuals can organize their work.
To-Do Lists: Based on 78 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. 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. 77 reviewers of Planview AdaptiveWork have provided feedback on this feature.
Drag & Drop: Based on 82 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. 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. This feature was mentioned in 77 Planview AdaptiveWork reviews.

Projects (11)

Planning: Based on 82 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Plan and create work breakdown structure (WBS) based on the scope of the project.
Project Map: Based on 83 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Projects can be mapped out with milestones, due dates, deliverables and interdependencies.
GANTT: Based on 79 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Provide visual representations of tasks, dependencies, and progress.
Calendar View: Based on 76 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day.
Views: Based on 82 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. 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. This feature was mentioned in 71 Planview AdaptiveWork reviews.
Issue Tracking: Track issues at the project or task level, and manage resolutions. 76 reviewers of Planview AdaptiveWork have provided feedback on this feature.
Templates: Based on 85 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. 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. This feature was mentioned in 73 Planview AdaptiveWork reviews.
Time & Expense: Based on 74 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Track time and expenses associated with projects or tasks.
Methodologies: Based on 71 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Support agile and waterfall project management methodologies.

Resource Management (6)

Resource Definiton: Based on 77 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Create human and material resources and categorize them based on skills and other criteria.
Capacity: Based on 77 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Monitor capacity in real time to track resource use and identify bottlenecks.
Scheduling: Based on 76 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Allocate resources by matching capacity and demand, by project, team, or department.
Definition: Based on 124 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Identify human and material resources and assign them to projects and portfolios.
Allocation: Based on 127 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Resources can be allocated and reallocated across multiple projects and portfolios.
Optimization: Based on 119 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Improve resource utilization across various projects and portfolios.

Project Monitoring (3)

Baselining / KPIs: Based on 76 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects.
Resource Allocation: Based on 77 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Monitor resource allocation to identify shortages and adjust accordingly.
Dashboards: Based on 84 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Deliver dashboards that display project data and KPIs in real time.

Portfolio Management (8)

Portfolio Types: Based on 110 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Define multiple types of portfolios for projects, programs, and services.
Planning: Based on 125 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Plan activities and tasks across various portfolios or programs.
Alignment: Based on 109 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Align different kinds of portfolios with business and financial goals.
Portfolio Mix: Based on 95 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Create the optimal mix of portfolios to achieve operational and financial goals.
Portfolio Definition: Based on 27 Planview AdaptiveWork reviews. Define multiple types of portfolios for projects, programs, and services.
Portfolio Performance: Based on 27 Planview AdaptiveWork reviews. Monitor the performance of different types of portfolios and programs.
Risk: Based on 27 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Identify risks that may negatively impact the performance of a portfolio of projects.
Portfolio Mix: Based on 25 Planview AdaptiveWork reviews. Create the optimal mix of portfolios to achieve operational and financial goals.

Project Management (7)

Dependencies: Based on 140 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Manage dependencies between projects from one or multiple portfolios.
Priorities: Based on 133 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Assign priorities for projects that are part of portfolios.
Lean Management: Based on 104 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Include lean project management features and best practices.
Project Planning: Based on 29 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Generate plans that define tha main activities and resources needed for a project
Project Tracking: Based on 29 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Monitor the progress or all tasks and activities that are part of a project
Resource Definition: Based on 27 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Contains library of skills and resources to allow project managers to find and assign to projects.
Resource Management: Based on 29 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Provides functionality to assign resources to projects based on current and forecasted load, skills, role, etc.

Data & Analytics (4)

Data Consolidation: Based on 124 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Consolidate project and portfolio data from separate sources.
Visualizations: Based on 126 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Provide custom project and portfolio monitoring visualizations.
Performance: Based on 124 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Monitor the performance of different types of portfolios.
Risk Analysis: Based on 105 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Perform risk analysis at the portfolio or project level.

Customer Management (4)

Customer Profiles: Based on 25 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Maintains a central repository of customer information and communications.
Sales: Based on 24 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Identify sales opportunities and manage leads pipelines by customer or region.
Marketing: Based on 24 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Create and manage marketing campaigns and track their performance
Client Portal: Based on 26 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Provides a portal for clients to view project progress, budgets, resources, project documents, etc.

Accounting (5)

Revenue Recognition: Based on 25 Planview AdaptiveWork reviews. Automate revenue recogniton by project, portfolio, or milestone and deliverable.
Invoice Management: Based on 24 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. 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. This feature was mentioned in 23 Planview AdaptiveWork reviews.
Project Accounting: Based on 25 Planview AdaptiveWork reviews. Deliver features to track and manage costs and revenues by project.
Budget Tracking: Based on 26 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Enables accountants and project managers to track and manage budgets.

Analytics (3)

Forecasting: Based on 27 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Provides ability for project managers to forecast resources, revenue, expenses using reports and manual adjustments.
Reporting: Based on 30 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards that can be configured by users.
KPIs: Based on 27 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Include business and financial KPIs that are specific to project and portfolio management .

Administration (6)

Standard Integrations: Based on 27 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow: Based on 28 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Defines rules and workflows for submission and approval of tasks, activities, expenses, or requisitions.
Access Management: Based on 28 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. 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. This feature was mentioned in 48 Planview AdaptiveWork reviews.
Procedures: As reported in 47 Planview AdaptiveWork reviews. Maintain procedures for data access and governance.
Remote Work: Allow users to use the system online and on mobile devices. 50 reviewers of Planview AdaptiveWork have provided feedback on this feature.

Platform (5)

APIs: Based on 26 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Provide Application Programming Interfaces (APIs) to enable integration of data, logic, objects, etc. with other software applications.
Internationalization: Based on 24 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability: Based on 27 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. 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: Based on 28 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Allows software to be easily used on multiple mobile devices including phones and tablets.
Offline Access: Based on 26 Planview AdaptiveWork reviews and verified by the G2 Product R&D team. Ability to create and access tasks, transactions and reports while not connected to internet.

Automation (3)

Project management (7)

Task Prioritization: As reported in 51 Planview AdaptiveWork reviews. Set priority levels on tasks so individuals can organize their work.
Dependencies: Based on 48 Planview AdaptiveWork reviews. 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. 50 reviewers of Planview AdaptiveWork have provided feedback on this feature.
Views: Based on 50 Planview AdaptiveWork reviews. 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. 49 reviewers of Planview AdaptiveWork have provided feedback on this feature.
Critical Path: As reported in 50 Planview AdaptiveWork reviews. Automatically calculate the critical path for projects and update it when projects change.
Dashboards: Based on 51 Planview AdaptiveWork reviews. Deliver dashboards that display project data and KPIs in real time.

Workload (4)

Resource Allocation: As reported in 50 Planview AdaptiveWork reviews. Monitor resource allocation to identify shortages and adjust accordingly.
Workspace: Based on 50 Planview AdaptiveWork reviews. Define customizable workspace for teams, departments, and external users.
Configuration: As reported in 49 Planview AdaptiveWork reviews. Provide drag and drop options to configure workspaces.
Insights: As reported in 47 Planview AdaptiveWork reviews. Monitor work accross the company and analyze performance.

Communication & Collaboration (3)

Communication Channels: Support multiple channels for internal and external communications. 47 reviewers of Planview AdaptiveWork have provided feedback on this feature.
Document Management: Allow users to share and collaborate on documents and files. This feature was mentioned in 46 Planview AdaptiveWork reviews.
Collaboration: Based on 47 Planview AdaptiveWork reviews. Help users meet, share workspaces, and collaborate on tasks.

Cost Management (3)

Project Budgeting: Based on 46 Planview AdaptiveWork reviews. 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. 48 reviewers of Planview AdaptiveWork have provided feedback on this feature.
Profitability: Monitor project proftability by team or department. 45 reviewers of Planview AdaptiveWork have provided feedback on this feature.

Integration (3)

Front Office: Integrate with CRM, marketing, or customer service software. 39 reviewers of Planview AdaptiveWork have provided feedback on this feature.
Back Office: As reported in 39 Planview AdaptiveWork reviews. Provide integration with accounting software and ERP systems.
External data: Connect to external data sources such as databases or BI software. This feature was mentioned in 37 Planview AdaptiveWork reviews.

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.

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

Artificial Intelligence - Professional Services Automation (2)

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