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Average Ratings 714 Ratings

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Description

PlanMill ERP enables effective management of various aspects such as clients, projects, time tracking, expenses, finances, and analytics. You can enhance its capabilities with additional features, like Financial Connectors, to further streamline and elevate your business operations. Specifically designed for project management, PlanMill PROJECT facilitates scheduling, time and expense tracking, and reporting, thereby alleviating workload by eliminating unnecessary tasks during the planning phase. For effective customer relationship management, PlanMill CRM consolidates all customer information into a single integrated platform, providing a comprehensive overview of your business and sales activities. You can access PlanMill from any location, at any time, allowing you to monitor time and analyze data through mobile devices or desktop computers. Our solutions are designed to scale with your business, enabling you to start with a basic setup and gradually expand as your needs evolve. Recognizing that every business is unique, our offerings are customizable with various add-ons, ensuring you only pay for the features that are essential for your operations. Moreover, with the flexibility to adapt to your specific requirements, PlanMill sets the stage for sustainable growth and success.

Description

Planview AdaptiveWork, previously known as Clarizen, empowers PMOs and professional services teams of various sizes to achieve instant visibility across their operations, streamline workflows, proactively address potential risks, and enhance overall business outcomes. By aligning with the company’s strategic objectives, organizations can maximize workforce effectiveness, ensuring that teams concentrate on delivering the most critical tasks timely. It facilitates the tracking, management, and prioritization of work requests, guaranteeing that each request automatically encompasses all necessary information for execution. With bi-directional integration with your CRM and custom triggers in place, opportunity details can be effortlessly captured to aid in planning client projects. The platform automates and governs the various phases of the request lifecycle, including submission, scoring, prioritization, routing, and approval, thereby streamlining the pathway for converting requests into actionable projects, tasks, or work items. This comprehensive approach not only boosts efficiency but also fosters a culture of accountability and transparency within the organization.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

BI Book Yes 
Google Drive No 
Jira Work Management No 
Loyalistic Yes 
ManageEngine Identity Manager Plus No 
Microsoft Excel No 
Microsoft SharePoint No 
NetSuite No 
Planview Software Product Delivery No 
QuickBooks Online Advanced No 
Sage Intacct No 
ServiceNow No 
Silverbucket Yes 
Slack No 
Tableau No 
TimeJam No 
Wufoo No 
Zendesk No 
Ziflow No 
Zoom Team Chat No 

Integrations

BI Book No 
Google Drive Yes 
Jira Work Management Yes 
Loyalistic No 
ManageEngine Identity Manager Plus Yes 
Microsoft Excel Yes 
Microsoft SharePoint Yes 
NetSuite Yes 
Planview Software Product Delivery Yes 
QuickBooks Online Advanced Yes 
Sage Intacct Yes 
ServiceNow Yes 
Silverbucket No 
Slack Yes 
Tableau Yes 
TimeJam Yes 
Wufoo Yes 
Zendesk Yes 
Ziflow Yes 
Zoom Team Chat Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

PlanMill

Founded

2001

Country

Finland

Website

www.planmill.com

Vendor Details

Company Name

Planview

Founded

1989

Country

United States

Website

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

Product Features

Professional Services Automation

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

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management No 

Demand Planning

Capacity Planning No 
Data Visualization No 
Historical Reporting No 
Inventory Optimization No 
Planned vs Actual Tracking No 
Product Introduction Planning No 
Promotions Management No 
Replenishment Management No 
Sales Forecasting No 
Supply Forecasting No 

IT Management

Capacity Monitoring No 
Compliance Management No 
Event Logs No 
Hardware Inventory No 
IT Budgeting No 
License Management No 
Patch Management No 
Remote Access No 
Scheduling No 
Software Inventory No 
User Activity Monitoring No 

IT Project Management

Bug Tracking Yes 
Issue Management Yes 
Milestone Tracking Yes 
Percent-Complete Tracking Yes 
Portfolio Management Yes 
Prioritization Yes 
Product Roadmapping Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking Yes 
Supports Agile No 
Supports Scrum No 
Task Management Yes 
Testing / QA Management Yes 
Time & Expense Tracking Yes 

Professional Services Automation

Billing & Invoicing No 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management Yes 
Portfolio Management Yes 
Project Management Yes 
Proposal Generation Yes 
Quote Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 

Project Management

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

Project Portfolio Management

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

Resource Management

Capacity Management Yes 
Data Visualization Yes 
Demand Forecasting Yes 
Drag & Drop Yes 
Employee Scheduling No 
Filtered Search Yes 
Resource Allocation Yes 
Skills Tracking No 
Utilization Management Yes 

Task Management

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

Work Management

Access Roles / Permissions No 
CRM No 
Calendar Management No 
Collaboration Tools No 
File Storage / File Sharing No 
Kanban No 
Messaging / Discussion No 
Performance Metrics No 
Project Management No 
Reporting / Analytics No 
Resource Management No 
Strategic Planning No 
Task Management No 
Time Tracking No 
Version Control No 
Workflow Management No 

Workflow Management

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

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