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Project Work with Planview Adaptive Work

Project Work Plan using Planview Adaptive Work.

Updated in December 2025

Planview AdaptiveWork has received significant updates since its original publication, including new planning and visualization features. The work plan concepts presented remain the foundation for efficient project management.

Discover what's new in AdaptiveWork R12. [Talk to our experts](/software-demonstration-projects/).

Project Work Plan, what is it? The Work Plan or WBS (Work Breakdown Structure) provides access to the structured plan of subprojects, milestones, and tasks for your current project, where you can manage and track work items and their details, hierarchy, and actual data using time tracking and progress updates for your work items.Â

Adaptivework table

You can add a new work item to the project:Â

Project Work Plan implemented in Planview AdaptiveWork.

Project Work Plan, what are the items in the Work Plan?

Milestones

An AdaptiveWork milestone can be used as a gateway or hammock:Â

  • A gateway milestone is basically a point in time when the deliverable content moves from one phase to another. ‘At this point, the project moves from one phase to the next.’ Completion is represented by a gateway approval or rejection.Â

Planview Adaptive Work interface showing project schedule.

  • A hammock frame hammock represents an important deliverable that may depend on external dates for its start and end points, with dates typically derived from subtasks, and is often used to represent a phase of the project.Â

To create a hammock frame hammock, simply add subtasks to your milestone. The start, end, and overall duration of the milestone are automatically defined based on the subtasks. In addition, the progress of the milestone is aggregated from the internal tasks.Â

Planview dashboard with project progress charts.

Note: In the project hierarchy AdaptiveWorkhierarchy, milestones always sit below a project and above a task (as shown in the Work Plan above). Milestones cannot have sub-milestones.Â

Adaptive Work Clarizen

Tasks

In AdaptiveWork, a project manager creates tasks for any work item in the project. A task can be broken down into other subtasks. At this point, the parent task becomes a container, also known as a hammock, and acts as a milestone, adding up the effort, duration, and financial values of the subtasks below it.Â

Report on tasks completed in Planview Adaptive Work.

A task can be redefined and given a different hierarchy to suit changes in the project, redefining the task as a child or parent of any task or milestone.Â

Sub-Projects

There are probably many different types of projects running in your organization. Some of them may be simple work plans with just a few milestones and tasks, while others may span multiple subprojects, each representing a different point in your project. Adding subprojects to your current project is simple, and you can even choose to add an existing project.Â

The scheduling of subprojects and financial information are, of course, automatically added to your main project. Finally, if you have subprojects in your current project, you can easily view them in the work plan.Â

Project resource table in Planview Adaptive Work.

Shortcuts

The shortcut option allows you to select an existing work item from any other active project running in your organization. Shortcuts are a great way to reference external work items, allowing you to create dependencies between projects or enable external impact on your current project.Â

You can add a shortcut at any level of your project, and milestones with shortcuts will even appear in your roadmap.Â

Project status summary in Planview Adaptive Work.

Duration

The Duration of a work item represents the time interval between the start date and the end date. You can choose to work with a manually defined start and due date or simply enter the overall duration.Â

Setting a task duration will automatically set the start and finish dates based on the project start or finish date, as well as any dependent work items.Â

Project timeline chart in Planview.

ResourcesÂ

As a Project Manager, you can plan resources for the entire period or a specific phase of your project. You can define the allocation and start/end date of each resource by name or group over time. For example, 50% during the first month, 20% during the second month, etc.Â

Performance indicators in Planview Adaptive Work.

You can perform resource workload analyses by user or group, allowing you to see if the resource is overloaded for the work item period. You can also identify bottlenecks and communicate resource requirements in a timely manner.Â

ActivationÂ

AdaptiveWork projects and work items have five defined states that can be set by project managers and work item managers (but not by resources or reviewers).Â

Task control panel in Planview Adaptive Work. Draft (Draft): The planning phase. Scope of project work, budget, and resources.Â

Viewing projects in a list in Planview. Active (Active): When your project is ready to begin. It has complete scope, complete resources, and is ready to start execution, it does not matter if it has not reached its planned start date. Tasks and milestones can have dependencies on predecessor tasks and milestones, so even though a task may be active, it may still not be executable.Â

Comparison of resources in projects in Planview Adaptive Work. On Hold (On hold): Sand an individual project or work item has been interrupted for some reason, such as: The the customer postpones a decision, The the budget is exhausted.Â

Planview Adaptive Work interface: detailed project plan and schedule Cancelled (Canceled): The individual project or work item will not be executed.Â

Planview Adaptive Work Dashboard: Progress Chart and Resource Allocation Completed: No additional work is planned. You can work with Active and Draft work items in the same project. In fact, there may be some items in your project that are on hold or even canceled.Â

Project Work Plan, it's worth getting started!

I hope you enjoyed this content that we prepared with great care for you. Project Work Plans are unique and can be used on a daily basis. We have prepared material on IT Project Creation that is well worth reading!

 

Veja também: https://twrt.com.br/criacao-de-projetos-de-ti-usando-o-planview-adaptivework/



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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 connect business strategy with technological execution.
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