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What is viResourceAllocation?

It is crucial to assign the right associates to each project, ensuring they are given an appropriate level and type of work that encourages equitable growth opportunities. By providing every team member a fair chance to engage in high-quality tasks and advance their careers, we cultivate an environment conducive to success. It is important to carefully match associates to projects by taking into account factors like their availability, geographic location, demographics, interests, and skill sets. Furthermore, maintaining an optimal balance in resource utilization across associates, teams, and offices is essential to prevent both overburdening and underutilizing personnel. Companies that adeptly manage associate workloads alongside project assignments can more effectively attract elite talent, boost engagement levels, and improve employee retention rates. Our centralized online platform facilitates the seamless distribution of work across different departments and locations, which not only saves time but also enhances the accuracy of staffing decisions. All necessary staffing information, including metrics related to location, availability, utilization rates, billable hours, demographics, interests, skills, and experience levels, can be accessed in one centralized location, enabling informed and strategic decision-making. This thorough strategy not only optimizes the use of resources but also nurtures a more engaged and satisfied workforce, ultimately benefiting the organization as a whole. By prioritizing these aspects, organizations can create a thriving workplace culture that inspires continuous improvement and collaboration.

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.

Media

Media

Integrations Supported

Box
Google Drive
Jira
Jira Work Management
ManageEngine Identity Manager Plus
Microsoft Excel
Microsoft SharePoint
NetSuite
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Salesforce
ServiceNow
Slack
Tableau
TimeJam
Wufoo
Zendesk
Ziflow
Zoom Team Chat

Integrations Supported

Box
Google Drive
Jira
Jira Work Management
ManageEngine Identity Manager Plus
Microsoft Excel
Microsoft SharePoint
NetSuite
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Salesforce
ServiceNow
Slack
Tableau
TimeJam
Wufoo
Zendesk
Ziflow
Zoom Team Chat

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$45.00/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour 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
On-Site Training

Company Facts

Organization Name

viGlobal

Date Founded

2001

Company Location

Canada

Company Website

www.viglobal.com/work-allocation-capacity-planning-task-management/

Company Facts

Organization Name

Planview

Date Founded

1989

Company Location

United States

Company Website

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

Categories and Features

Resource Management

Capacity Management
Data Visualization
Demand Forecasting
Drag & Drop
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
Utilization Management

Categories and Features

Business Process Management

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

IT Project Management

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

Professional Services Automation

Billing & Invoicing
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
Employee Scheduling
Filtered Search
Resource Allocation
Skills Tracking
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

Access Roles / Permissions
CRM
Calendar Management
Collaboration Tools
File Storage / File Sharing
Kanban
Messaging / Discussion
Performance Metrics
Project Management
Reporting / Analytics
Resource Management
Strategic Planning
Task Management
Time Tracking
Version Control
Workflow Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

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