Read Research. Learn more about how we can help you achieve your most critical priorities. Strengthen your Program and Portfolio Management Strategy Digital business transformation and product-centric delivery models are dramatically changing the role and mandate of program and portfolio management leaders.
Download the research Adopt practices for effective Portfolio Management. Work Email Person Type. Contact Information All fields are required. Company Information All fields are required. Begin Download. The Gartner IT Score maturity assessment was pivotal in helping us identify opportunities and best practices for our three-year PMO roadmap. IT Leader, Manufacturing Industry. Download eBook.
Fund Manager is available in Personal, Professional, or Advisor versions for the individual investor, professional trader, or investment advisor. Compare these products to find the Fund Manager program that's right for you. Fully Functional Evaluation Version. Share built-in reports, such as burndown or Power BI dashboards, to keep everyone on the same page.
Native OData lets you quickly aggregate portfolio data for advanced reporting. Capture and evaluate project ideas from anywhere within the organization. Use Planview resource management software to gain a dynamic view into all your people — internal and contractor — across project teams, departments, and the enterprise.
Resource planning software provides real-time data to balance assignments across competing projects and support work, assess total demand before accepting new work, and sequence work based on priority and dependencies. Combine resources, work, and supporting attributes in a single view to streamline assignments to teams and people based on availability and skills. Improve resource staffing plans by understanding the impact of non-project work and interruptions.
Compare resource plans to actual time spent for improved estimating of effort level required for future projects. Gain project visibility with a unified view of all work and resources using enterprise project management software from Planview. Expand functionality through integrations with other applications. Develop and baseline a schedule with a WBS, phases, tasks, and milestones.
Drive adoption of standards, increase efficiency, and monitor execution. Manage project schedules, tasks, resources, and financials to deliver projects on time. Stay on budget with in-flight expense tracking.
Monitor current and forecast future resource requirements to reduce bottlenecks and avoid project delays. Facilitate billing and chargebacks with quicker reconciliations. Give teams the right tools to deliver outcomes while providing visibility across all work. With Planview PPM solutions, all work delivered is tied back into the integrated strategy and portfolio plans that provide stakeholder visibility, drive organizational alignment, and enable enterprise-wide transformation.
Easily navigate the project lifecycle from initiation through execution to closure using Planview enterprise project management software. Incorporate industry and company best practices into your processes to efficiently progress projects from one milestone to the next. Centralize and gain visibility into projects and portfolios to accelerate time-to-value. Planview reporting allows you to view key performance indicators KPIs enabling you and your stakeholders to make better decisions.
Planview portfolio reporting tools embed analytics and reporting into the user experience so you and your stakeholders can take action sooner, stay on track, or pivot. Get immediate actionable information you need to run your organization as part of your daily workflow. Status and KPIs are embedded into the user experience to analyze information as part of daily workflow.
Immediate access to hundreds of configurable best practice Planview FastTrack reports that provide project portfolio visualization and information you need starting day one. Leverage a unique ribbon on each screen that contains tiles, providing access to chart, table, or visualization data.
Share reports through email, mobile, and common applications such as Microsoft Excel and Microsoft PowerPoint. Enable users across the enterprise to easily access and share real-time information and take action to keep the business running efficiently.
Self-service analysis to slice, drill down, roll up, and pivot to turn data into actionable information. Leverage the latest in visualizations through Microsoft Power BI and Microsoft Excel to understand and share portfolio, project, resource insights, and delivery metrics including cards, features, and stories. Easy access to the breadth of your data with predefined data sets across portfolios, projects, products, applications, and resources. Provide executive-level visibility and insights into portfolio and project performance through dashboards available via browser, mobile phone, or tablet.
Provide high-level visibility into KPIs in an easy to consume view spanning strategy, initiatives, programs, projects, products, and resources. Support the creation, business case development, and approval of programs that will deliver the organizational strategic initiatives and business outcomes. Program managers can create plans that define delivery timeframes, set key milestones, and establish release dates.
Define expected costs and benefits for strategies, programs, and projects. Remedy variances with the plan as actual costs and forecasts change. Understand the overall application or product TCO based on investments and support costs. Synchronize and communicate schedule, milestones, releases and financials of each application, capability, and product with key information about the associated programs and projects.
Visualize the dependencies across programs, projects and work to understand relationships and optimize delivery. Define a roadmap to orchestrate delivery of outcomes, communicate priorities, and show progress toward business results.
Break down work into iterations, allowing for ongoing measurement to determine if performance warrants continued funding. Synchronize the schedule, milestones, releases, and financials of each outcome with key information about associated programs and projects. Funds and budgets can then be allocated as needed to achieve objectives. Leverage a framework to partner across the organization to deliver on-strategy. Create roadmap baselines for performance monitoring.
Shift your organization to focus on products, customer experiences, and value streams. Set and communicate direction with roadmaps that combine outcomes, projects, epics, and technologies. Gain a complete understanding of project investment to value realization within capital and expense constraints.
Effectively manage your project portfolio budget with real-time actuals. Forecast costs and effort, as well as anticipated benefits or revenue. Use this information to calculate investment KPIs and inform the business case. Robust capabilities enable project budget management, forecasting, and tracking actuals. Analyze the breakdown of financial spend to assess portfolio and work health, as well as the balance across portfolios and priorities.
Connectivity with other financial systems supports an integrated financial process. As a PMO, you are in a prime position to guide your organization to shift priorities and ensure that delivery outcomes align with strategic plans. The role of the PMO is changing, and project portfolio management needs to evolve to more modern approaches that support the hybrid reality.
Planview can be your guide as you navigate your journey toward greater agility. Create your plan to modernize PPM along four key dimensions. The world of work is changing. Many enterprises are embracing a mix of work approaches to increase speed and the success rate of delivery. This shift has accelerated a move away from one-size-fits all execution methodology.
Not only are organizations managing a proliferation of work delivery tools including Jira or Azure DevOps , they are also in different stages of their journey when it comes to how teams work, deliver, and operate. Pushing more of the planning and delivery to teams brings greater efficiency and team morale. Core to modern PPM is embracing new ways of working and keeping the work aligned back to the portfolio. Modern project portfolio management approaches let you empower your teams with the right work experience and tool for the type of work being delivered — waterfall projects, iterative, collaborative, Lean-Agile.
This work can be tied back into the integrated strategy and portfolio plans, enabling stakeholder visibility and organizational alignment. Planview FLEX provides your teams with the tools to work how they deliver fastest and gives the PMO the ability to adjust portfolio and capacity planning, track KPIs, and enable adaptive governance.
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