Three products, one commercial conversation
AdaptiveWork, PPM Pro and ProjectAdvantage are weighed against how the team actually delivers before any one of them is chosen.
Planview • Portfolio management
Planview sells three PPM products for three shapes of delivery organization.
AdaptiveWork (formerly Clarizen) fits professional services, PPM Pro (formerly Innotas) fits IT PMOs and ProjectAdvantage (formerly Sciforma) fits project-centric teams. An evaluation call settles which one fits before its processes, workflows and reporting are configured.
What it is
Planview offers three distinct project portfolio management products, each with its own data model and audience. This is not a tiering exercise. AdaptiveWork, PPM Pro, and ProjectAdvantage are separate products with different strengths, and picking the wrong one is a surprisingly common failure.
Planview AdaptiveWork (formerly Clarizen) is enterprise work management for professional services and PPM-heavy delivery teams. It handles project, program, time, expense, and resource management with strong services automation and billing support. Customers who run a services P&L alongside delivery typically land here.
Planview PPM Pro (formerly Innotas) is PPM for IT PMOs and resource-centric delivery organizations. It covers demand management, project execution, resource capacity, and financial tracking with a lighter touch than AdaptiveWork and strong IT workflow fit. Customers consolidating off homegrown IT PMO tools typically land here.
Planview ProjectAdvantage (formerly Sciforma) is PPM for project-centric teams that need tight control of project execution, schedule, critical path, and budget. It is the closest Planview product to traditional project management disciplines with portfolio-level aggregation. Customers with mature project management practices typically land here.
Which product fits gets settled before any sizing, and the answer comes from how the team actually delivers, whether that is billable services, an IT PMO balancing demand against capacity, or critical-path project execution, rather than from vendor brochure positioning.
Ideal use cases
What it is best at
AdaptiveWork, PPM Pro and ProjectAdvantage are weighed against how the team actually delivers before any one of them is chosen.
Strong fit for professional services. Billable hours, invoicing, margin tracking, and customer portals built in.
Demand, project, resource, and financial tracking in a lighter footprint tuned for IT PMO workflows.
Critical-path scheduling, Earned Value, and traditional project management at portfolio scale.
Any of the three can feed a Planview Portfolios SPM instance through the Planview data model or Planview Hub.
Core capabilities
Enterprise work management for professional services and PPM-heavy delivery.
Project and program execution
Full project lifecycle tracking with work breakdown, milestones, and dependencies.
Billable time, expense, and invoicing
Time capture, expense tracking, utilization, and project-level invoicing for services delivery.
Resource management
Named and role-based capacity planning with skill-based matching.
Customer portals and collaboration
External-facing portals for customer project visibility and collaboration.
Workflow automation
Configurable workflows for intake, approvals, change requests, and escalations.
PPM for IT PMOs and resource-centric delivery organizations.
Demand management
Incoming demand intake, scoring, and prioritization against delivery capacity.
Project execution
Project tracking, budgets, schedules, and stage-gate governance for IT delivery.
Resource capacity
Role-based and named-resource capacity planning with utilization reporting.
Financial tracking
Budget, actuals, and variance tracking at project and portfolio levels.
Agile and hybrid delivery
Jira and Azure DevOps integration for team-level agile delivery data.
PPM for project-centric teams that need deep project management discipline.
Critical-path scheduling
Network scheduling, critical path, and resource-leveled plans at portfolio scale.
Earned Value Management
EVM metrics (CPI, SPI, EAC) for programs requiring formal earned-value reporting.
Project budgeting and cost tracking
Baselined budgets with variance analysis and forecasted-to-complete views.
Resource allocation and leveling
Multi-project resource leveling and capacity balancing.
Portfolio-level aggregation
Aggregated portfolio views across projects with configurable categorization.
Common ground where all three Planview PPM products converge.
Time capture
Time entry across all three with configurable approval workflows.
Reporting and analytics
Standard and custom reporting with Power BI integration.
Identity and SSO
SAML and OIDC SSO across the Planview footprint.
Integration through Planview Hub
Bidirectional work-item sync with Jira, Azure DevOps, ServiceNow, and other delivery tools.
Where it fits in the stack
First-party Planview integrations across the PPM products.
Enterprise systems commonly integrated with Planview PPM products.
Integrations Merito builds most often for Planview PPM.
Deployment and implementation
Licensing and packaging
Planview AdaptiveWork
Professional services and PPM-heavy delivery. Billing, utilization, and customer portals.
Best for: Professional services organizations, consulting firms, and delivery teams running a services P&L.
Planview PPM Pro
IT PMO and resource-centric delivery. Demand, project, resource, and financial tracking.
Best for: IT PMOs consolidating homegrown tools or legacy PPM.
Planview ProjectAdvantage
Project-centric execution. Critical-path scheduling, Earned Value, and formal project management.
Best for: Project-centric delivery organizations with mature PM disciplines (engineering, construction, aerospace, federal).
Merito services
Pick the engagement that matches where you are in the lifecycle.
Rollouts of AdaptiveWork, PPM Pro, or ProjectAdvantage with process, workflow, and reporting configuration.
Explore serviceMigration from Clarity, Project Online, CA PPM, Oracle Primavera, or homegrown PPM systems to the right Planview PPM product.
Explore solutionPPM integrated with Jira, Azure DevOps, and CI/CD through Planview Hub for real team-level delivery signal.
Explore serviceRole-based training for project managers, resource managers, and finance leaders.
Explore serviceMerito-placed Planview administrators, PPM consultants, and reporting engineers embedded with your team.
Explore serviceOngoing admin support, process tuning, and integration oversight for Planview PPM footprints.
Explore servicePlanview PPM licensing
AdaptiveWork, PPM Pro, or ProjectAdvantage. Tell us whether you bill for services, run an IT PMO or manage critical-path projects, and the choice usually narrows to one product.
Merito point of view
Most Planview PPM rollouts that underdeliver picked the wrong product. AdaptiveWork is beautiful for professional services and a poor fit for an IT PMO that has never billed a customer. PPM Pro is clean for IT PMO and light for services delivery. ProjectAdvantage is powerful for project-centric engineering and heavy for an agile software team.
The second most common failure is migration-by-lift-and-shift. Clarity, Project Online, and CA PPM footprints carry years of drift, ghost fields, and workarounds that existed because the original tool could not do what was needed. Moving that as-is produces a new Planview instance that inherits the old problems. Rationalize first, then migrate.
AdaptiveWork in particular is often sized too small on the services side. Customers buy the PPM shape and skip billing and invoicing integration. Then the services P&L still lives in Excel. The value of AdaptiveWork is the end-to-end delivery-to-invoice loop; partial rollouts underdeliver.
What buyers usually underestimate
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Frequently Asked Questions
Consultation request
Share how your team delivers (services, IT PMO, project-centric) and where you are today (no PPM, legacy PPM, existing Planview). A Merito Planview specialist follows up within one business day.
Three products
AdaptiveWork, PPM Pro, ProjectAdvantage. We pick the right one based on scope, not vendor preference.
Migration-ready
Clarity, Project Online, CA PPM, and Oracle Primavera footprints need rationalization before migration. We do that as the first phase.
Next step
A Merito PPM engagement starts with how your team delivers: services, IT PMO, or project-centric. Then product choice. Then rollout.