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  6. Risk Management with AdaptiveWork for Financial Institutions

Risk Management with AdaptiveWork for Financial Institutions

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AdaptiveWork

last updated:Feb 10, 2026

Planview, Inc.
Planview, Inc.
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Centralized management of project budget, man-hours, and costs to visualize risks.

In the financial industry, managing financial risks in projects is crucial. Particularly, as compliance with regulations and strengthening of compliance are required, cost overruns and delays in projects are directly linked to management risks. AdaptiveWork enables early detection of financial risks and implementation of countermeasures through detailed cost planning and budget management at the project level, multi-currency support, and real-time alert functions. 【Use Cases】 - Early detection of project budget overrun risks - Cost management in multiple currencies and reduction of exchange rate risks - Cost approval workflows for compliance adherence 【Benefits of Implementation】 - Improved transparency in project finances - Strengthened risk management systems - Accelerated management decision-making

    project management
スクリーンショット

Risk Management with AdaptiveWork for Financial Institutions

スクリーンショット 2025-06-17 114855.png
スクリーンショット 2025-06-17 114855.png ダウンロード.png スクリーンショット 2024-11-29 102309.png
  • Planview official website
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【Features】 - Cross-departmental budget control spanning IT and development departments - Automatic calculation of internal labor costs based on man-hours and unit prices (time sheet integration) - Input and tracking of non-labor costs such as outsourcing fees and subscriptions - Support for multiple currencies and exchange rate settings at the project level for global expansion - Alert notification function to detect budget overruns and progress delays 【Our Strengths】 We have been recognized as a top leader in the project management/portfolio management field by Gartner's Magic Quadrant. We provide approximately 20 years of accumulated know-how in a multifunctional, user-friendly, and intuitive manner, achieving a reduction in operational and management burdens.

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Applications/Examples of results

Various tasks involving project management and performance management related to IT development, research and development, SIer, equipment installation, etc. No dependency on industries such as manufacturing, finance, pharmaceuticals, retail distribution, SIer, and IT services.

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AdaptiveWork Work Breakdown Structure (WBS)

AdaptiveWork Work Breakdown Structure (WBS)

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AdaptiveWork Project Financial Management

AdaptiveWork Project Financial Management

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AdaptiveWork Security Authentication and Measures

AdaptiveWork Security Authentication and Measures

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AdaptiveWork Portfolio Management

AdaptiveWork Portfolio Management

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Portfolio Management : AdaptiveWork

Portfolio Management : AdaptiveWork

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AdaptiveWork Project Management

AdaptiveWork Project Management

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Project Management and Portfolio Management: Overview of AdaptiveWork + Introduction to AI Features

Project Management and Portfolio Management: Overview of AdaptiveWork + Introduction to AI Features

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Company information

Planview,

Planview, Inc.

IT/Telecommunications

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Our company connects and visualizes these elements in the world of connected work, contributing to a seamless transition from corporate strategy to success. - Accelerating the achievement of goals by linking ideas to business - A wide range of portfolio management / project management solutions - An environment where individuals and teams can perform at their best - Contributing to corporate competitiveness (products / services / customer experience) 【World's Top Leaders】 - In the field of PROJECT PORTFOLIO MANAGEMENT - In the field of ENTERPRISE AGILE PLANNING Our company has been recognized as a top leader in the project management / portfolio management field by Gartner's Magic Quadrant. We have been adopted by over 4,500 customers globally, contributing to a 30% increase in productivity and the effective utilization of management resources. We provide nearly 20 years of accumulated know-how in a multifunctional, highly operable, and intuitive manner, achieving a reduction in operational and management burdens. Please feel free to contact us if you have any inquiries.

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