planview ADAPTIVE WORK
常見問題

What is the company Planview Adaptivework (Fprmerly call Clarizen) ?

Originally founded in 2006, Clarizen focuses on developing cloud-based project management software. With over a hundred R&D personnel located in Israel and business headquarters in Silicon Valley, USA, Clarizen has invested over hundreds of millions of dollars in research and development. The functionality of Clarizen has surpassed that of well-known project software, and its rich features may take some time to fully comprehend. Contact Helpmecloud to assist you in quickly learning Clarizen.

In 2021, Planview officially acquired Clarizen and renamed it Planview Adaptivework, in order to continue providing high-quality services with more resources.

Does Planview Adaptivework offer a free trial?

Yes, Planview Adaptivework offers a free 30-day trial. Please click the "Apply for Free Trial" button and fill in your basic information, and we will immediately prepare a trial environment for you.

Does Planview Adaptivework have a perpetual license version?

Planview Adaptivework is a cloud-based SaaS service that is used through rental, and does not provide an enterprise-installed version.

Is Planview Adaptivework secure?

Planview Adaptivework has obtained various international information security certifications such as ISO 27001, SOC2 TYPE II, and Skyhigh Enterprise Ready. The service is equipped with off-site backup, daily backups, 24-hour virus and intrusion detection monitoring, and maintains a 99.9% availability rate. It has also passed security evaluations from major international clients, such as Dell and BNP, and is rated at a first-class security level.

What are the differences between Planview Adaptivework and traditional project software?

There are many differences, with the biggest difference being the permission management. Planview Adaptivework supports group-level permission management, preventing brother companies from accessing each other's data. It also provides various types of licensing, with Requestor licenses being cheaper. The service offers a customizable backend for fast customization, which can be combined with internal processes to meet unique business requirements. For more detailed information, please contact Helpmecloud.

What are the differences between Planview Adaptivework Mid-Market and Enterprise ?

The functionality of Mid-Market and Enterprise versions is almost identical, with the difference being the capacity limits for customization and file upload space. If you are unsure of the differences, you can start by renting the Mid-Market version and upgrade to the Enterprise version in the future if needed. For more detailed differences, please contact Helpmecloud.

What awards has Planview Adaptivework won?

Planview Adaptivework has won numerous awards, including Gartner, SIIA CODiE Awards, Stevie® Award Winners, G2 Crowd, and many others. Its most recent awards include being named the Best Project and Portfolio Management Software of 2019 by Gartner and being recognized as a Leader in G2's Spring 2020 Grid report of Project & Portfolio Management Software vendors.

Does Planview Adaptivework have Gantt charts?

The Gantt chart is the most fundamental feature, and Planview Adaptivework also provides a comparison Gantt chart, which can show the difference between the baseline, plan, and actual Gantt charts, distinguishing the performance of planning and execution.

Planview Adaptivework has reporting function?

Yes, Planview Adaptivework provides a report and dashboard designer feature that allows you to quickly create various statistical chart reports to meet the sudden demands of your boss. It also allows you to schedule automatic report delivery so that relevant stakeholders can receive different report contents regularly.

How does Planview Adaptivework enable enterprises to deploy projects ahead of schedule?

For the IT department of financial and insurance industries, dealing with hundreds of IT service tickets every month is already exhausting enough. Just reducing the delay is considered good, without daring to expect anything more. To achieve ahead-of-time deployment, it is necessary to know oneself and the opponent. Knowing the opponent is relatively easy, as the number of service tickets represents the workload. However, knowing oneself is more difficult, and it requires good reporting of working hours to understand the IT department's available capacity. By utilizing the Capacity Planning feature of Planview Adaptivework, the goal of ahead-of-time deployment or scheduling of manpower can be achieved. There are few vendors on the market that offer Capacity Planning functionality, and Planview Adaptivework is one of the most user-friendly vendors among them.

How many standard features does Planview Adaptivework have?

It can be said that Planview Adaptivework has everything you need. It includes standard features such as Gantt charts, multi-country calendars, multi-currency support, multi-language support, baselines, automatic scheduling, timesheets, resource workload, critical path, risk management, issue tracking, requirements management, cost management, project cash flow, approval workflows, expense management, email integration, document management, capacity planning, financial planning, discussion forums, external vendor projects, and more. You may not need all of these features now, but when you need them, they will be there waiting for you.

How many standard add-on features does Planview Adaptivework have?

In addition to standard features, Planview Adaptivework has developed many server-side plugins, including Active Directory, Salesforce, Box, Jira integration, project progress report generator, document generator, PERT, holiday calendars for different countries, Slack integration, and some other useful tools.

Can Planview Adaptivework be customized?

Yes, that's the biggest advantage of Planview Adaptivework. Generally, off-the-shelf software can only provide system parameters to enable or disable certain functions, or use some built-in fields to rename columns to what users want. Some software allows customization, but it requires writing complex low-level programming languages such as C#. However, Planview Adaptivework has a powerful customization engine built in, with a built-in customization program compiler, allowing each customer to add new data tables, fields, custom buttons, and automation processes based on their needs to complete the automation of internal project management processes, and the best part is that it is fast, easy, and relatively inexpensive. For more details, please contact Helpmecloud.

Why Planview Adaptivework ?

Planview Adaptivework is a leading product in the project management industry, and its comprehensive features and customization capabilities are the key considerations for long-term business needs. You wouldn't want to choose a software and then have to go through a major migration like a hermit crab years later. With Planview Adaptivework, you have all the project management features you need now and in the future, and can start with basic functions and gradually introduce additional ones as your business grows to meet your needs.

What kind of guidance can Helpmecloud provide me?

Our consultants hold PMP and Agile-related certifications, and have years of relevant enterprise implementation experience. We can provide guidance services at different levels based on the scale of the enterprise. From basic functionality training to assisting clients in monitoring large-scale project progress, customizing integration with other internal systems, and establishing enterprise project management processes. For large clients, we provide SOW as a contract attachment for guidance services.

Our company is not large, and the boss doesn't want to spend a lot of money. Can we try to implement it ourselves?

Certainly, Planview Adaptivework is billed annually based on the number of licenses purchased. As the number of licenses slowly increases with the degree of implementation, costs can be effectively controlled. However, your company needs to have a few key elements in place to increase the chances of success: 1. The determination of the boss. 2. A project manager with the ability to drive the implementation. 3. A commitment to not just trying it out. 4. Supervisors regularly reviewing project reports.

What are the benefits to the enterprise after implementing Planview Adaptivework?

Many companies encounter a bottleneck during their growth, which is that they receive more and more projects, but also experience more project delays, leading to poor project quality, customer complaints, and ultimately a vicious cycle that results in missing the golden growth period. By establishing an enterprise project management system, the project progress is no longer a black box, project communication is clear, delays are reduced, efficiency is improved, warning alerts help prevent errors, work hours are analyzed, project knowledge is accumulated, and personnel handover is smooth, ultimately achieving the state of advanced deployment. Choosing a mature project management software can help you achieve more with less effort.

What obstacles may be encountered when implementing project management software?

Like many other large software programs, there may be user resistance to implementing project management software. The only way to solve this problem is through the determination of the boss and a mature software program that does not add too much workload.

Can Planview AdaptiveWork be used to manage all projects of our subsidiary companies, as requested by our CIO?

Certainly, the permission structure of Planview Adaptivework is rigorous yet flexible. It allows the parent company to manage the projects of its subsidiaries, the subsidiaries to manage the projects of their own subsidiaries, while preventing sibling companies from viewing each other's projects. A certain financial holding group and its securities bank under it in Taiwan have fully implemented Planview Adaptivework for years. Additionally, a well-known global consulting company in the United States also uses Planview Adaptivework to manage its global consulting projects.

What are the different levels of project management implementation?

From the perspective of project software vendors, there are three levels of project management implementation. The first level is to ensure that key project milestones are met on schedule. The second level is to analyze and improve existing process performance. The highest level is to achieve ahead-of-time deployment of project resources. Many companies fail before achieving the first level, let alone quantifying data to improve processes or achieving ahead-of-time deployment. Therefore, choosing a suitable tool can make a company more efficient.

How can I back up my data if I choose not to continue using Planview Adaptivework in the future?

You must download and backup your data before the license expires. Backup methods include: 1. Downloading in Excel or MPP format, files need to be downloaded by yourself. 2. Planview Adaptivework offers a Data Warehouse export tool for a fee, which can regularly export data to Amazon Redshift, Amazon S3, or Box. 3. WEMPO can provide customized services to backup data as required. 4. Keeping a Full License will allow you to retain the entire database for future access. If completely deactivated, Planview Adaptivework will retain data for 90 days before clearing the database.