Data sheet

Planview Enterprise

Integrate strategic planning and execution

and bring your strategy to life
Todays reality is one of innovation and digital transformation initiatives that crush silos and span departments. Leaders understand they
must integrate strategy with execution across the enterprise, so people work on the highest priorities to achieve greater results.
Planview Enterprise is the only resource and portfolio management solution that integrates strategy, capacity planning, and execution
management. This ensures that your plans are achievable and your execution is always in step with strategy.

 Ideas


Projects

Demand




Requests

Features

Strategic
Planning

Business
Capabilities

 Strategy


Programs
and Initiatives

 Roadmapping

 Capacity Planning

Projects
and Work

Prioritization

 Capacity

Execution

Status

 Scenario Analysis

 Financials

Resource
Management

 Cost and Actuals

 Products

 Services

Outcomes

Applications

Technology

| Analytics and Reporting

Integrated strategy, planning, and execution the solution that makes it happen
Planview Enterprise gives you the ability to capture demand, prioritize portfolios, optimize capacity, and manage the financials of all
portfolio work. It does this with an end-to-end approach that spans the lifecycle of your portfolios.
Demand: Collect a broad range of enterprise-wide
demand all in one place.

Execution: Balance work and resources to ensure delivery

of outcomes on-time and on-budget.

Strategy: Build a roadmap of the initiatives, programs,

and outcomes that span your organization to realize your
strategy.

Outcomes: Achieve your goals and demonstrate benefits

realized; track lessons learned from a central system of
record.

Capacity: Prioritize programs and projects to deliver

the greatest impact, making trade-offs to optimize your
resources people and money.

Analytics and Reporting: Make informed decisions every

step of the way with one-click access to the analytics you
need.

Enjoy the Benefits of a Scalable, Intuitive

User Experience
With a philosophy that a great user experience drives
engagement, adoption, and improved decision making, the
award-winning Planview Enterprise design has been praised
by market watchers, analysts, and most importantly our
customers. The result of our efforts: an innovative ribbon design,
with workflow-driven tiles, speeds highly visual, direct access
to the metrics, notifications, and analytics that are critical to
success.

2. Optimize Your Resource

Capacity
Investment and Capacity Planning
Plans are dynamic: Organizations that want to succeed use a
planning solution designed for change.
Planview Enterprise has powerful investment and capacity
planning capabilities to let you see the impact of financial
and people tradeoffs between scenarios, make plans that
optimize your resources, and change and communicate your
plans quickly as conditions evolve. This lets you allocate your
resources optimally and reallocate them quickly when changes
come, keeping the resources of the entire organization
working on the right things at all times.

1. Build Your Strategic Plan

For your organization to achieve its goals, you need to create a
plan that crosses departments and integrates with execution.
Look to Planview Enterprise to help you create a strategic plan
that:
1. Spans all the organizations and functions that must come
together to realize that strategy
2. Drives outcomes to achieve the strategy not just projects,
but also products, technologies, applications, services, and
more
3. Translates those cross-organizational outcomes into a
structured, actionable roadmap that can take the form of one
or more programs, initiatives, or even strategies

Prioritize strategy and demand to maximize returns

Planview Enterprise keeps your strategy, capacity plans,

and execution linked, and enables you to rank, analyze,
and balance projects and resources for their objective
prioritization.

3. Execute the Plan; Deliver

the Outcomes
Work and Resource Management
With plans in place, you need a way to manage projects, focus
resources on the right priorities, and drive progress toward
overall goals. Core to Planview Enterprise, Work and Resource
Management balances resources across all your projects and
work, ultimately delivering the outcomes needed to realize
your strategy.
With integrated project and resource management, workflowdriven staffing, and performance KPIs, you get comprehensive
insight into whos doing what, how projects are progressing
and where intervention is required to ensure successful
delivery, on time and on budget.

Roadmap your strategy for successful execution

4. Improve Decision-Making
with Analytics and Reporting
Make better decisions, and make them faster, to help your
organization achieve its goals, with the powerful analytics in
Planview Enterprise.

Manage work and resources in a single view

No Matter How You Work

Track projects, products, and services and their related

resources, spend, and activity in one location

Planviews No Matter How You Work approach gives

you a view of all resources and work traditional, agile,
and collaborative in one portfolio. See structured and
unstructured initiatives, programs, and projects across
departments, all in one place.
When team members need to collaborate quickly outside
of the traditional sphere, look to Projectplace, Planviews
collaborative work management tool. It integrates with
Planview Enterprise, which means you maintain one view
of resources, plus you get the same great analytics to track
project success.

Financial Management
Financial management capabilities help you budget and
forecast planned costs and benefits. Compare planned and
actual costs across both labor and capital to understand
the relationship among schedules, delivery, and total cost.
Integrate financials with existing systems and tools like
Microsoft Excel.

Mobile access means you can make critical decisions

anywhere, anytime

You get visibility into demand, plans, work, and resources with
reports and analytics that are easy to access, use, and share.
Also embedded directly into the user experience is
interaction with Microsoft Power BI, for another level of data
visualization, analysis, and transformation.
The intuitive user experience built into all Planview analytics
promotes engagement among users at all levels and results in
higher quality views to drive informed business decisions for
the entire enterprise.

Use the Financial Planning capabilities in Planview Enterprise to

track costs and manage the bottom line

Use Microsoft Power BI visuals to view, understand, and share

project, program, and portfolio data

5. Demand Management
Your resources are constrained by high demand. You need to
understand whats coming to objectively prioritize and create
plans that optimally leverage your resources.

Planview Customer Success Center: One place for all

Planview training, enablement programs, best practices,
and more everything you need to get the most from
Planview Enterprise while speeding time to value.
Inner Circle Program: Collaborate and influence the
direction of Planview Enterprise by working directly with
our product managers to discuss direction, prioritize
enhancement requests, and provide feedback on
proposed designs.
The Planview Customer Community: Connect with
people and get great resources to advance portfolio and
resource management practices in your organization.
Horizons The Planview Customer Conference: An
excellent and fun! opportunity to learn from and
network with other customers focused on portfolio and
resource management.

Add live analytics and reports to your presentations

Planview Enterprise shows you demand across multiple

dimensions like product ideas, project requests, and new
features. Then it gives you the tools to analyze it against
capacity and easily share the results.
Product Development can manage the pipeline and make
decisions in the context of the portfolio and service costs.
IT can gauge cost, utilization, and other key metrics, and
create a plan for improvement.
Services can get visibility into service and delivery costs,
utilization, and margins.

Accelerate Time to Value and

Results
Customer success: This is what drives us every single day. We
define your success in results that have meaningful business
value for you, and we look for ways to accelerate those results.
Success is achieved by more than just software, and we live
that commitment in many ways, including:

MARKET-LEADING
APPLICATIONS

USER EXPERIENCE
AND ANALYTICS FOCUS

RAPID DEPLOYMENT

ACCELERATED ENABLEMENT

Planview RPM Solutions

Planview PRISMS
in the Customer Success Center

PARTNERSHIP AND GROWTH

Todays business climate doesnt make

things easy.
Leaders are expected to accommodate change after change
and never lose track of strategy. But with constrained people,
money, and time to get things done, and the bottom line
looming, plans and operations often become mismatched.
People are overcommitted, money is misspent, and time is
wasted. Opportunities are lost.
By integrating strategy, plans, and execution, Planview
Enterprise can help you be confident that your resources are
focused on the right work, the right work is being executed,
and your strategies are realized.

Planview RPM Solutions: These outcome-focused

implementation solutions offer a low-risk, fixed-price
approach to fast, successful rollouts.

For demos, white papers, and more

visit Planview.com/Enterprise

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