Versioning using Planview Adaptive Work

Introduction to Versioning with Planview Adaptive Work

Planview Adaptive Work versioning is an essential tool for teams looking to optimize their project management and ensure efficient delivery of results. In a world where agility and adaptability are crucial, understanding how to implement a versioning system can be the key to organizational success. In this article, we’ll explore how versioning can transform the way your team works, from task organization to collaboration among members. Additionally, we’ll discuss best practices for integrating this approach into your workflow, ensuring that every version of your project is always aligned with client expectations and needs. Get ready to discover how this strategy can boost your team’s performance!

Versioning using Planview Adaptive Work

It is possible to create project versions called Snapshots, which provide a way for project managers to save historical versions of a project, in order to track, evaluate, and compare project data across its various stages of planning, execution, and evolution.Â

A project version is a container of snapshots of milestone data and resource data, including their financial data. Â

Project version snapshots can be used in many scenarios, such as:Â

• Save high-level estimates for a project.Â
• Capture monthly forecasts.Â
• Save the estimate for each milestone or hammock.Â
• Store more detailed project data and resources.Â

This data from project version snapshots can also be incorporated into reports, dashboards, custom dashboards, custom fields, and API integrations.Â

BenefitsÂ

By comparing version snapshots on the project timeline, you can:Â

• Understand resource costs and forecasts over time.Â
• Track changes to the project’s dates, content, and milestones over time.Â
• Improve planning and estimates for future projects.Â

How it works

Every time you save a version, you capture a read-only snapshot of the key data fields for the project and its subprojects, milestones, and project resources (labor and non-labor).Â

Customizations

You have the freedom to decide whether project managers/editors can save a version manually whenever they want, or only on specific occasions. Version creation can be automated using workflow rules (scheduled or unscheduled) and custom actions.Â

Versions in the Project and Work Plan

Version snapshots can also be used to capture changes in duration, currency, date, numeric fields, and other “measurable” fields and KPIs over time.Â

Saving versions

Once a version is created, its snapshot saves information from all fields in the Project, Milestones, and Financial Resource fields, such as: Financial Data, Project Allocation, Work, and Actual Effort. After saving a snapshot of the project version, you can begin using the data to review changes over time using reports.Â

Sample report: changes in a project’s budgeted cost structure over time.Â

Use Cases

Version control using Planview Adaptive Work can be applied in a variety of practical situations that facilitate project management and collaboration among teams. Here are some concrete examples:

1. Software Development:

   A development team can use version control to manage different iterations of an application. By using Planview, the team can track code changes, document improvements in each version, and ensure that all members are up to date with the latest changes.

2. Product Launch:

   In a product company, versioning allows marketing and sales teams to view previous versions of a campaign. This helps them understand what has worked in the past and adjust strategies for future launches, ensuring that the material is always up to date.

3. Project Documentation:

   Organizations working on complex projects can use version control to keep their documentation up to date. With Planview, previous versions of important documents can be easily accessed, allowing new team members to quickly catch up on the project history.

How to Implement Versioning in Planview Adaptive Work

Implementing versioning using Planview Adaptive Work requires careful planning. Follow the steps below to ensure a smooth transition:

1. Define the Versioning Structure: Before you begin, decide how you will organize your versions. Consider using clear and consistent naming conventions.
2. Create a Version Repository: Use Planview to create a repository where all versions will be stored. This will make it easier to access and manage versions.
3. Document Changes: For each new version, record the changes made. This helps maintain a clear history and facilitates communication among the team.
4. Test the Releases: Before releasing a new version, conduct thorough testing to ensure that everything works as expected. Involve the team in the feedback process.
5. Train the Team: Make sure all team members are familiar with the versioning process and how to use Planview Adaptive Work.

Practical Tips: Always keep backups of previous versions and use tags to make it easier to find specific versions.

Avoid: Don't ignore documentation and testing. Poorly documented releases can cause confusion and lead to rework.

Now it’s your turn! Start implementing version control in Planview Adaptive Work and see the difference it makes in your project’s efficiency.

Best Practices for Versioning Using Planview Adaptive Work

To ensure effective versioning in Planview Adaptive Work, consider the following recommendations:

• Establish a clear naming convention:

  Using a consistent naming convention makes it easier to identify and track versions. This is crucial for collaboration between teams and for keeping files organized.

• Document the changes in each version:

  Keeping a detailed record of changes helps you understand the project history and makes it easier to revert changes if problems arise. Use a simple format that is accessible to all team members.

• Perform regular inspections:

  Scheduling regular reviews of releases allows you to identify issues early on and adjust your planning. This promotes continuous improvement and workflow efficiency.

• Use tags and filters:

  Implementing tags and filters in Planview Adaptive Work helps you quickly categorize and locate versions. This improves the visibility and accessibility of relevant information.

• Train the team on versioning practices:

  Investing in training ensures that all team members understand the importance of version control practices and know how to apply them correctly, resulting in greater efficiency and collaboration.

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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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