Planview, Inc. List of Products and Services

Centralized management of project plans and results, supporting decision-making from multiple perspectives. A business support platform that encourages the optimization and proper allocation of management resources from various viewpoints. It also enables cross-project management of management resources and planning/execution management. 【Multiple Perspectives Include】 - Management of project stages (planning, execution, operation) - Bulk management of multiple projects related to the same strategy - Automatic alerts for various discrepancies between plans and results - Management based on project characteristics (priorities, investment scale, etc.) - Perspectives from top management, PMO, PM/PL, and experts, etc. 【Features】 - Portfolio/Dashboard - Automatic report generation - Roadmaps (for all projects, individual projects, etc.) - Resource management (in-house, outsourcing) - Cost management (people, software, subscriptions, etc.) - Schedule management - Dependencies among projects, milestones, tasks, etc. - Automatic alerts for variances between planned and actual results - Template creation for know-how - Timesheets - Various communication tools - Issue management (bugs, delays, unexpected issues, etc.) - Integration with other products, etc.

AdaptiveWork has obtained ISO 27001 / 27701 certification and SOC2 Type II certification, and is implemented in over 4,000 companies globally. It complies with high security standards in information management, ensuring the safe protection of corporate data. Additionally, it is equipped with security features such as: ■ Operation security allows for two-step settings - Permission settings per user license to limit operation and viewing scope - Search and display restriction settings by role or individual ■ Control of information through the ability to hide standard items ■ Support for SSO (Single Sign-On) integration and more. It is ideal for companies that want to balance safety and flexibility in project management. For more details, please refer to the materials below.

AdaptiveWork enables flexible resource planning and management across various axes such as project-based, organizational, skill-based, and by country. It also offers features that support strategic and efficient operations, including automatic notifications for timesheets, approval workflows, utilization rate simulations, resource load visualization, and alerts for budget variances. 【Key Features】 ■ Planning and management of resource utilization (flexible settings in hours/rates/FTE) ■ Global support with country-specific calendars and external resource management ■ Automatic detection of budget variances and alert notifications to identify risks in advance ■ Improved operational efficiency through approval workflows and automatic notifications ■ Optimization through simulation and visualization of resource allocation ■ Enhanced reusability and analytical capabilities with history management, reporting, and templating ■ Management of external resources either similarly to internal resources or through different methods AdaptiveWork is a next-generation project and resource management tool that allows for simple and highly accurate management of increasingly complex resource management. For more details and actual screenshots, please refer to the materials below.

With AdaptiveWork, flexible and accurate financial management is possible from all angles. It supports cost planning and budget management across various axes, including project units, organizational units, contract types (T&M/Fix/Mix), and currency units. Automatic calculation of internal and external costs (Labor/Non-Labor), multi-currency conversion and exchange rate settings, cost approval through workflows, and real-time alerts significantly enhance the transparency and accuracy of project finances. 【Key Features】 ■ Achieves cross-departmental budget control across IT and development departments ■ Automatic calculation of internal labor costs based on man-hours and unit prices (timesheet integration) ■ Input and tracking of Non-Labor costs such as outsourcing fees and subscriptions ■ Supports global expansion with multi-currency compatibility and project-specific exchange rate settings ■ Alert notification feature to detect budget overruns and progress delays ■ Flexible budget allocation and reallocation that accommodates both top-down and bottom-up approaches ■ History management of cost changes and approvals, along with report generation for financial analysis ■ Templates for successful case cost structures that can be reused for future projects And more For more details, please refer to the materials below.

In addition to progress management by stage (planning, execution, operation), it is possible to centrally manage the overall structure, schedule, and scope of the project, including the deployment of milestones and tasks, understanding dependencies and risks with other projects, and reusing templates. AdaptiveWork is a tool that optimizes progress management, information sharing, and reporting tasks simultaneously while clearly organizing the structure and relationships of the project. 【Main Features】 ■ Integrated management through higher-level program concepts (strategic objectives, etc.) for multiple projects ■ Hierarchical management of project structure (WBS deployment) to clarify progress and areas of responsibility ■ Setting and automatic adjustment of dependencies between milestones and tasks ■ Bulk management of project-related items (bugs, reports, etc.) ■ Accelerating project initiation through template creation and reuse from past projects ■ Change history and alert notification functions for schedules, costs, and resources ■ Real-time sharing of comments and documents, and attachment of external links ■ Automatic conversion of WBS data into PowerPoint slides to automate report creation and more You can check the details and screen images from the materials below.

AdaptiveWork is a cloud solution that enables portfolio management from multiple perspectives, including HQ, business units, operational areas, IT infrastructure, and security. It visualizes and analyzes investment amounts, business impact, risk status, and stage management in real-time. It supports intuitive project decision-making through dashboards and graph reports. It achieves flexible portfolio analysis and management by combining perspectives such as: ■ Organizational axes like HQ, business units, and factories ■ Operational areas such as SCM, DX, and customer touchpoints ■ Technical perspectives like infrastructure and security ■ Comparative management by investment amount, operational timing, priority, and risk stage ■ Real-time progress and warning detection for cost, schedule, and resources ■ Visualization across the company for project distribution, load balance, and outsourcing ratios ■ Decision-making support for cancellations, delays, priority changes, and resource reallocation Furthermore, AdaptiveWork offers advanced flexibility to set all data items as analysis axes, allowing for the construction of intuitive dashboards that enable drill-down into project details through drag operations. More details can be found in the materials below.

"We want to eliminate the personalization of business operations," "We want to visualize project progress," "We want to optimally allocate resources" — these are the challenges faced by companies that are choosing the cloud-based project management tool "AdaptiveWork (formerly Clarizen)." This document introduces case studies of companies that have successfully utilized AdaptiveWork to streamline complex project management and achieve actual results.

Information distributed across multiple systems, extensive manual reporting and analysis... Delays in portfolio management and investment decisions due to increasing complexity. We present case studies of global companies that have eliminated such inefficiencies and ensured visibility across the organization through centralized management.