Creating IT Projects Using Planview AdaptiveWork.

Introduction

In the digital age, IT project management is more than just a necessity; it is an art that requires meticulous planning and effective tools. Planview AdaptiveWork emerges as a powerful solution for managing and optimizing these projects, enabling teams to collaborate more efficiently and achieve exceptional results. Imagine transforming the complexity of project management into a fluid and intuitive process! In this article, we’ll explore how to use Planview AdaptiveWork to enhance IT project management, covering its features, benefits, and best practices. Get ready to discover how this tool can revolutionize the way your team works and delivers results.

Creating IT Projects Using 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

Planview AdaptiveWork is a powerful tool for creating and managing IT projects. It’s simple and efficient to use, enabling teams to collaborate seamlessly. Here’s how it works:

1. Planning: Start by defining the project’s objectives. Use templates and guidelines to structure the necessary steps.
2. Task Assignment: Assign tasks to team members, ensuring that everyone is aware of their responsibilities and deadlines.
3. Monitoring: Track the progress of activities in real time. The system provides reports and charts that help you visualize the project’s status.
4. Collaboration: Use the integrated communication features to discuss ideas and solve problems quickly.
5. Evaluation: After completion, review the project’s performance. Identify strengths and areas for improvement in future initiatives.

With these steps, Planview AdaptiveWork makes it easier to create IT projects, promoting efficiency and collaboration among teams.

Benefits

1. Real-Time Visibility

With Planview AdaptiveWork, you get a clear, real-time view of project progress. This allows teams to quickly identify any deviations and adjust their approach as needed. For example, if a project is behind schedule, the team can reallocate resources to ensure on-time delivery.

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

Planview AdaptiveWork enables strategic resource planning, ensuring that staffing and budget allocations are aligned with project priorities. This helps prevent overloads and maximize productivity, as demonstrated by companies that have managed to reduce operating costs by up to 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

Planview AdaptiveWork offers a variety of practical applications for creating and managing IT projects. Here are some specific examples:

1. Software Development Project Management:

   A development team can use Planview to plan sprints, allocate resources, and monitor progress in real time, ensuring that deliverables are completed on schedule.

2. ERP System Implementation:

   During the implementation of an ERP system, Planview enables stakeholders to track every phase of the project, from requirements analysis through the testing phase, facilitating communication among multidisciplinary teams.

3. Project Portfolio Management:

   Organizations can use Planview to evaluate and prioritize IT projects, aligning them with the company’s strategic goals, which aids in decision-making and the efficient allocation of resources.

4. Performance Monitoring and Reporting:

   With Planview, managers can generate detailed reports on project performance, enabling critical analysis and real-time adjustments, which leads to greater efficiency and cost savings.

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Eduardo Salerno

Eduardo Salerno is a specialist in IT portfolio and project management, with extensive experience in Planview implementations and digital transformation. At TWRT, he leads initiatives that bridge the gap between business strategy and technological execution.

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