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What is Planview AdaptiveWork?

Planview AdaptiveWork, which was formerly known as Clarizen, provides PMOs and professional services teams of all sizes with the ability to gain immediate insight into their operations, optimize workflows, proactively manage risks, and improve overall business performance. By aligning with the strategic goals of the organization, teams can enhance workforce productivity, ensuring that their efforts are focused on executing the most essential tasks in a timely manner. The platform enables effective tracking, management, and prioritization of work requests, ensuring that each request is equipped with all the essential details for execution. Additionally, its seamless bi-directional integration with CRM systems, coupled with custom triggers, allows for the effortless capture of opportunity details, which is vital for planning client projects. Furthermore, the platform automates and regulates the different phases of the request lifecycle, such as submission, scoring, prioritization, routing, and approval, making the transition from requests to actionable projects, tasks, or work items much smoother. This all-encompassing strategy not only enhances operational efficiency but also promotes a culture of accountability and transparency throughout the organization, ultimately leading to better decision-making and project outcomes. By leveraging these capabilities, teams can adapt more readily to changes and challenges in the business environment.

What is Certinia Professional Services Cloud?

Certinia Professional Services Cloud is an AI-powered professional services automation platform designed to help services businesses run on intelligence instead of intuition. Built natively on Salesforce, the platform connects how organizations sell, staff, deliver, bill, renew, and manage financials from one continuous system of record. Certinia PS Cloud helps teams move from pipeline to profit without the gaps that often appear between sales, delivery, resourcing, and finance. The platform supports services estimation, resource management, project management, services billing, and services financials. Veda AI adds intelligence across the services lifecycle by helping teams estimate work, staff projects, automate delivery tasks, capture time, generate reports, and act on real operational data. Estimation capabilities help teams scope work, generate estimates using historical data, and build quotes faster. Resource management helps match the right skills to the right work, reduce staffing delays, improve utilization, and avoid bottlenecks. Project management capabilities support delivery execution, status updates, reporting, and visibility into project health. Services billing and financials help organizations simplify complex billing cycles, protect margins, reduce revenue leakage, and understand financial health in real time. Certinia PS Cloud is built for consulting, advisory, IT services, software, IT hardware, tax, audit, and other services-driven organizations that need connected delivery and financial operations. By combining Salesforce-native PSA, Veda AI, estimation, staffing, project delivery, billing, financials, forecasting, and lifecycle visibility, Certinia PS Cloud helps services businesses improve efficiency, profitability, and customer outcomes.

Media

Media

Integrations Supported

Salesforce
Google Drive
Jira Work Management
ManageEngine Identity Manager Plus
Microsoft Excel
Microsoft SharePoint
NetSuite
Planview Hub
Planview Software Product Delivery
QuickBooks Online
Sage Intacct
ServiceNow
Tableau
Zendesk
Ziflow

Integrations Supported

Salesforce
Certinia Financial Management Cloud
Salesforce Agentforce 360 Platform
Workato
XCD HR and Payroll

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Planview

Date Founded

1989

Company Location

United States

Company Website

www.planview.com/products-solutions/products/adaptivework/

Company Facts

Organization Name

Certinia

Date Founded

2009

Company Location

United States

Company Website

www.certinia.com/solutions/professional-services-cloud/

Categories and Features

AI PSA

Not specified

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design

Demand Planning

Not specified

IT Management

Not specified

IT Project Management

Bug Tracking
Issue Management
Milestone Tracking
Percent-Complete Tracking
Portfolio Management
Prioritization
Product Roadmapping
Requirements Management
Resource Management
Status Tracking
Task Management
Testing / QA Management
Time & Expense Tracking

Professional Services Automation

CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Project Portfolio Management

Budget Management
Collaboration
Dashboard
Issue Management
Milestone Tracking
Portfolio Management
Project Planning
Requirements Management
Resource Management
Status Tracking
Task Management
Time & Expense Tracking

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Filtered Search
Resource Allocation
Utilization Management

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Work Management

Not specified

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Graphical Workflow Editor
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

AI PSA

Not specified

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Portfolio Management
Project Management
Resource Management
Time & Expense Tracking

Revenue Recognition

Not specified

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