Introduction
Na era digital, a criação de projetos de TI é mais do que uma necessidade; é uma arte que exige planejamento meticuloso e ferramentas eficazes. O Planview AdaptiveWork surge como uma solução poderosa para gerenciar e otimizar esses projetos, permitindo que equipes colaborem de forma mais eficiente e alcancem resultados excepcionais. Imagine transformar a complexidade da gestão de projetos em um processo fluido e intuitivo! Neste artigo, vamos explorar como utilizar o Planview AdaptiveWork para potencializar a criação de projetos de TI, abordando suas funcionalidades, benefícios e melhores práticas. Prepare-se para descobrir como essa ferramenta pode revolucionar a forma como sua equipe trabalha e entrega resultados.
Criação de Projetos de TI usando o Planview AdaptiveWork.
📅 Updated in December 2025
This guide to creating IT projects in AdaptiveWork has been updated, and the key steps remain valid. AdaptiveWork now offers even more comprehensive templates and automations that make it easier to create and manage projects.
Need help structuring your IT projects? [Contact us](/demonstracao-software-projetos/).
Today, IT organizations are responsible for delivering projects and small tasks originating from many different areas of the business. AdaptiveWork’s IT Project Creation feature can help manage this process effectively by bringing all data, files, and communication together in one place, making it easier to create a project or small task. AdaptiveWork’s automation will also reduce manual work by automating labor-intensive tasks, such as sending notifications and alerting the appropriate teams.Â
The roles involved in the project creation process include the portfolio manager, project manager and sponsor/client. The best practices below describe how organizations can leverage AdaptiveWork to streamline the process, ensuring that each role is clearly identified and receives the information and actions necessary for execution.Â
Creating IT Projects: How to Start a New Project
Taking advantage of the personalized actions in AdaptiveWork, organizations can define what information the user submits, as well as which specific fields are required and optional. In addition, a custom action provides the ability to control the system at a granular level (Example: all new projects are linked to a specific group or user in your organization).Â
Stages of administration
This action can be restricted to profiles that are authorized to create projects (as determined by your organization).Â
Request the following user information:Â
- Portfolio – the portfolio to which the project belongs.Â
- Name – project name.Â
- Description – brief description of the project.Â
- Start date and End Date– the start and end dates of the project.Â
- Project Objectives – What goals is the project trying to achieve?Â
- Expected business value – What business value will the project generate?Â
- Business Alignment – Does the project align with the organization’s business objectives?Â
- Justification – Describe the general rationale for carrying out this project.Â
- Budgeted amount – How much of the budget has been allocated to this project?Â
- Sponsor/Client – a business stakeholder who sponsors the project.Â
- Project Manager — a person involved in and responsible for managing all stages of the project.Â
- Attachments – Attach relevant documentation for the project.Â
Project updates and its work items in real time via email
- Project update emails for the project creator.Â
- Update emails for the portfolio manager based on the selected portfolio.Â
- Project update emails to the project manager.Â
IT Project Development: Check out other interesting items you might havewithin a project include:Â
- Discussions (Discussion Group): AdaptiveWork discussions are an effective way to add additional knowledge and/or share data and exchange ideas about work items.Â
- Expense Sheets: Expenses are your work-related expenses, allowing you to track project-related expenses or general expenses. Expenses can be easily linked to project activities, which in turn automatically calculates the actual cost of the related work item and the revenue base. Billable expenses are included in the project revenue.Â
I hope you enjoyed this content! Be sure to check out the article “How can my company share ideas on AgilePlace using Instant Coffee? ”—it’s definitely worth a read!
How It Works
O Planview AdaptiveWork é uma ferramenta poderosa para a criação e gerenciamento de projetos de TI. Seu funcionamento é simples e eficiente, permitindo que equipes colaborem de forma integrada. Veja como funciona:
- Planning: Start by defining the project’s objectives. Use templates and guidelines to structure the necessary steps.
- Task Assignment: Assign tasks to team members, ensuring that everyone is aware of their responsibilities and deadlines.
- Monitoring: Track the progress of activities in real time. The system provides reports and charts that help you visualize the project’s status.
- Collaboration: Use the integrated communication features to discuss ideas and solve problems quickly.
- Evaluation: After completion, review the project’s performance. Identify strengths and areas for improvement in future initiatives.
Com essas etapas, o Planview AdaptiveWork facilita a criação de projetos de TI, promovendo eficiência e colaboração entre as equipes.
Benefits
1. Real-Time Visibility
Com o Planview AdaptiveWork, você obtém uma visão clara e imediata do progresso dos projetos. Isso permite que as equipes identifiquem rapidamente quaisquer desvios e ajustem suas abordagens conforme necessário. Por exemplo, se um projeto está atrasado, a equipe pode realocar recursos para garantir a entrega no prazo.
2. Enhanced Collaboration
The tool facilitates collaboration among cross-functional teams, promoting more effective communication. With document-sharing and real-time commenting features, all team members can contribute and stay up to date, resulting in more informed and agile decisions.
3. Efficient Resource Planning
O Planview AdaptiveWork permite um planejamento estratégico dos recursos, garantindo que a alocação de pessoal e orçamento esteja alinhada com as prioridades do projeto. Isso ajuda a evitar sobrecargas e a maximizar a produtividade, como demonstrado em empresas que conseguiram reduzir custos operacionais em até 20%.
4. Improved Risk Management
With built-in risk analysis tools, the platform helps teams identify and mitigate potential risks before they become problems. For example, by monitoring key performance indicators, teams can anticipate issues and implement proactive solutions.
5. Custom Reports
The ability to generate custom reports allows project managers to present relevant data in a clear and concise manner. This facilitates communication with stakeholders and data-driven decision-making, increasing transparency and trust in operations.
Use Cases
O Planview AdaptiveWork oferece diversas aplicações práticas para a criação e gestão de projetos de TI. Aqui estão alguns exemplos concretos:
-
Software Development Project Management:
Uma equipe de desenvolvimento pode utilizar o Planview para planejar sprints, alocar recursos e monitorar o progresso em tempo real, garantindo que as entregas sejam feitas dentro dos prazos estabelecidos.
-
ERP System Implementation:
Durante a implementação de um sistema ERP, o Planview permite que as partes interessadas acompanhem cada fase do projeto, desde a análise de requisitos até a fase de testes, facilitando a comunicação entre equipes multidisciplinares.
-
Project Portfolio Management:
Organizações podem usar o Planview para avaliar e priorizar projetos de TI, alinhando-os com as metas estratégicas da empresa, o que ajuda na tomada de decisões e na alocação eficiente de recursos.
-
Performance Monitoring and Reporting:
Com o Planview, gestores podem gerar relatórios detalhados sobre o desempenho dos projetos, permitindo uma análise crítica e ajustes em tempo real, o que resulta em maior eficiência e redução de custos.
Discover Planview solutions
