Project Solution Template

VA-200228-PDL, Exhibit A

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EXHIBIT A REQUIREMENTS CONTRACT NUMBER VA-200228-PDL

BETWEEN VIRGINIA INFORMATION TECHNOLOGIES AGENCY

AND PLANVIEW DELAWARE, LLC

Exhibit A is hereby incorporated into and made an integral part of Contract Number VA-200228-PDL (“Contract”) between the Virginia Information Technologies Agency (“VITA” or “Commonwealth” or “State”) and Planview Delaware, LLC (“Supplier”). In the event of any discrepancy between this Exhibit A and the Contract, the provisions of the Contract shall control.

Policies Standards

A. Commonwealth of Virginia Policies & Standards

SUPPLIER NAME

A B Req#

High Level Category / Requirement Y, F or N

Explanation

1 Does your solution comply with all current COV ITRM Policies and Standards, as applicable, found at:

N Planview does not commit to adhering to customer policies as it would be impossible to adhere to all customer policies. Planview https://www.vita.virginia.gov/it-governance/itrm-policies-standards/.

https://www.vita.virginia.gov/it-governance/itrm-policies-standards/


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If proposed solution does not, please provide details that specify the Standard/Policy and how Supplier's solution does not comply.

has an established ISMS with policies and standards developed to adhere to ISO 27001.

2 Do your proposed interfaces to Commonwealth systems comply with

or have approved exceptions to all applicable Commonwealth Data Standards as found at:

N Planview does not commit to adhering to customer policies as it would be impossible to adhere to all customer policies. Planview has an established ISMS with policies and standards developed to adhere to ISO 27001.

https://www.vita.virginia.gov/media/vitavirginiagov/it-governance/docs/COV_Adopted_Standards.xlsx.

If not, please explain.

3 Does your solution/application/product provide effective, interactive

control and use with nonvisual means and provide 508 Compliance in accordance with the following standard regarding IT Accessibility and 508 Compliance:

https://www.vita.virginia.gov/media/vitavirginiagov/it-governance/pdf/ETAITAccessibilityTopicReportGOV103.pdf

For further information refer to: https://www.section508.gov/ https://www.access-board.gov/ If yes, please describe how this functionality is achieved and include a completed Voluntary Product Accessibility Template (VPAT) with your proposal. The VPAT template can be accessed at the following URL:

https://www.itic.org/dotAsset/d432b9da-3696-47fe-a521-7d0458d48202.doc

If no, does your solution/application/product provide alternate accessibility functionality? Please describe.

4 Does your solution/application/product or any of your subcontractors' components include any Kaspersky-branded products? See definition

https://www.vita.virginia.gov/media/vitavirginiagov/it-governance/docs/COV_Adopted_Standards.xlsx

https://www.vita.virginia.gov/media/vitavirginiagov/it-governance/docs/COV_Adopted_Standards.xlsx



https://www.section508.gov/

https://www.access-board.gov/




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below. If yes, please describe.

· “Kaspersky-branded products” means information security products, solutions, and services supplied, directly or indirectly, by AO Kaspersky Lab or any of its predecessors, successors, parents, subsidiaries, or affiliates, including Kaspersky Lab North America, Kaspersky Lab, Inc., and Kaspersky Government Security Solutions, Inc. (collectively, “Kaspersky”), including those identified below:

· Kaspersky-branded products currently known to DHS are: Kaspersky Anti- Virus; Kaspersky Internet Security; Kaspersky Total Security; Kaspersky Small Office Security; Kaspersky Anti Targeted Attack; Kaspersky Endpoint Security; Kaspersky Cloud Security (Enterprise); Kaspersky Cybersecurity Services; Kaspersky Private Security Network; and Kaspersky Embedded Systems Security.

Implementation B. Implementation / Post-Implementation Please describe details of the proposed implementation approach. Explain special implementation knowledge, experience and success with your recommended solution. Describe in detail, the proposed plan, methodology and recommended options to meet the requirements in this RFP. This includes the methods of deploying the products and/or services, timeframes for delivery, pre and post go-live support and during the implementation. SUPPLIER NAME A B


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Req.# High Level Category / Requirement Y, N or F

Comments and Explanation

1 Approach and Time 1.01 What portions of the project, if any, will be done on-site at

VITA offices. Planview's implementation approach is flexible

and typically includes some blend of on-site and remote work. Based on our initial understanding of the wok required and circumstances, we would suggest 50-75% of the work take place on-site at VITA offices. We look forward to the opportunity to discuss and refine that with you when more information is known.

1.02 What is the average time to implement your solution? Because we base our implementations on customer's desired business outcomes, the time to implement varies greatly. In general, Planview believes in a "release roadmap" that supports multiple smaller releases to provide quicker time to vale and a solid foundation that can be adopted and then leveraged for future expansion of capabilities. We find most customers have their initial release of the solution in production in 4-6 months.

1.03 Provide your proposed project schedule, including key milestone and delivery dates by work stream. Please include key milestones that must be completed by both your company and expected deliverables from VITA.

Please see sample high-level timeline in the attached "Planview Implementation Approach Overview for VITA" document. Developing a schedule is done in close collaboration with our customers and varies based on scope, resource availability, etc. We look forward to discussing this in greater detail with VITA.


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1.04 Does your solution have a plan for implementation, and outline briefly, what processes, procedures and methodologies you would use during the implementation phase and include project milestone acceptance and project change control documentation. Provide, where appropriate, other relevant sample documentation.

Y Planview utilizes our FastTrack Implementation Methodology which incorporates our 30 years of successfully implementing customers as well as lessons learned and best practices. FastTrack is designed to help our customers achieve fast time value while lowering risk. Please see the attached "Planview Implementation Approach Overview for VITA" document which includes additional information.

1.05 Who will perform configuration of the application during implementation; if it is VITA what support does the vendor provide for ensuring this process?

Planview leverages our own global professional services team to manage all our customer deployments- we do not farm the work out to subcontractors or partners. Our consultants average 9 years experience with Planview and will be performing the configuration work. A key element in our implementation approach is to include the VITA core team and, especially, designated administrators to assist so that we can coach and mentor them through the process.

1.06 Does your solution support migration of data from Oracle Project Portfolio Management (PPM); and if so how?

Y Most customers have some legacy data to migrate into their Planview solution. Planview has developed tools leveraged by our professional services team to assist customers with their data migration needs. We look forward to discussing your particular needs in greater detail.

1.07 Is the development environment that gets configured exportable to production or will the production environment need to be manually configured?

During initial deployment we will typically migrate the development environment into production as part of launch preparations.

1.08 Do you have assumptions for this project? If so, please provide detail.

Please see the attached "Planview Implementation Approach Overview for VITA" document which includes additional


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information.

1.09 How will you manage risk for this project? Please summarize and detail how you plan on addressing them (avoid, mitigate, transfer, accept)

Please see the attached "Planview Implementation Approach Overview for VITA" document which includes additional information.

1.10 Describe the training provided on the use, configuration, customization and maintenance of the system. Provide a list of locations for the training. Indicate what type of training is being proposed.

Planview views enablement from a holistic perspective and as an integral component in a successful implementation. As described in the attached "Planview Implementation Approach Overview for VITA" document, Planview offers an extensive array of training and enablement services including e-learning and instructor-led training classes over the web and on-site. We find a blend of approaches delivered just-in-time and based on user role to be most effective.

1.11 Describe your implementation methodology for validating reporting needs and identifying data gaps.

Our FastTrack Implementation Methodology focuses on VITA's business outcomes and the analytics and capabilities needed to achieve them. Reporting is one facet of that and it is reviewed throughout the implementation with gas typically highlighted during the Configuration Cycles.

Who is the largest client using proposed solution? Please provide pertinent statistics on this implementation (e.g. how many business units, user base, transaction volume, etc.).

Some of our largest customers: Citi, Freddie Mac and Fannie Mae

1.12 List types and number of environments provided (e.g. Dev/Test/UAT/Prod/DR)?

Customers are provided a production, development and test environment


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1.13 Does your implementation plan have cycles of testing? How many cycles of testing do you propose, what are the cycles and duration of each cycle?

Y Planview's FastTrack Implementation Methodology incorporates validation activities during each of the Configuration Cycles and then an end-to-end focused validation in Solution Review. Customer's who desire/require "user acceptance testing", or similar, will typically perform that immediately following Solution Review.

1.14 Will your company be responsible for delivering the training (train the trainer)?

Y Planview offers a variety of options for enablement and training including (less formal) Ambassador programs and (more formal) Train-the-Trainer programs. In addition, some customers utilize a blend of Planview trainers for their initial release and a train-the-trainer model for subsequent releases and user base additions.

1.15 Are web-based interactive training tools available? What languages are provided in your training tools?

Y Planview offers e-learning modules through our Training Academy and PRISMS services. Training videos are available in English, German and French languages.

1.16 What standard end user documentation is provided (training guide, user’s guide, administrator’s guide, etc.)?

Planview's Customer Success Center is our customer's portal into Planview information including all user guides, administrator guides, manuals, best practice documents and processes as well as white papers.

1.17 Does your solution include training for end users/business administrators? What training does your proposal include for end user rollout and business administrator rollout?

As a part of our FastTrack Implementation Methodology, VITA will be assigned an Adoption & Training Manager who will conduct an Enablement Strategy & Planning Workshop. One output from this workshop will be a training plan for VITA that incorporates your user roles, expected use cases, geography and learning culture. This plan typically includes users and


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administrators . (Note- VITA mentions Train-The-Trainer in 1.14 and we have proposed that approach for our initial RFP response).

2 Implementation Project Resourcing 2.01 Do you plan to sub-contract any of the work for this

implementation? If so they must be based in the United States and utilize personnel resources that are United States citizens or possess a valid H1B VISA; please list the resource titles and the name of the company(s) they will be subcontracted from.

N Planview leverages our own global professional services team to manage all our customer deployments- we do not farm the work out to subcontractors or partners. Our consultants average 9 years experience with Planview and will leverage their knowledge and experience to support VITA's success.

2.02 Do you intend to work with any third party providers and/or partners for this project? Please provide their intended roles and responsibilities for the project.

N Planview leverages third-party partners for special or unique skills sets if/when needed and always under the direct supervision of a Planview professional. At this point, we do not anticipate engaging any third-parties for VITA's work.

2.03 Does your cloud solution rely on third-party partners or subcontractors? If yes please describe fully.

N Planview Cloud Operations is fully managed by Planview staff; there are no sub contractors.

2.04 Please explain the top concerns you have with implementing your solution, if any.

Please see the attached "Planview Implementation Approach Overview for VITA" document which includes additional information.

2.05 Do you require any type of due-diligence work prior to the project start?

Y Planview normally performs a Value Blueprint Workshop once we are named your vendor of choice. The Workshop focusses on your prioritized business objectives and goals and aligns analytics and capabilities required to


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support. This session is lead by one our Managing Consultants and provides the inputs we use for our Statement of Work.

2.06 How will you ensure that the members of the project team are performing satisfactorily?

Planview's engagement teams work closely with each other and our customers and foster open communications and feedback. We expect and insist on candid communications and that any concerns be shared so they can be addressed. In addition, our implementation methodology has supervision activities and a variety of quality control checks built-in.

2.07 Provide a complete list of resources that will be involved with the entire scope of this implementation, skill sets, number of hours allocated to each one by work stream, by month, the hourly cost (if T&M) and location.

The specific resources assigned to an engagement vary based on a variety of factors including timing, experience and availability. We do not assign specific "names" until after contracts are signed and timing for the work has been finalized. That said, the ROLES of our assigned team are included in the attached "Planview Implementation Approach Overview for VITA" document (as well as the typical roles for our customer teams as well).

2.08 Have you developed resumes for key personnel? Provide the resumes for all key personnel that will be involved with this project. Please note that VITA reserves the right to interview key personnel before they are on-boarded. VITA also reserves the right to reject any/all resources that it does not see fit for this implementation. Please confirm that your company agrees with this request.

As mentioned above, we do not assign specific resources until after contract signature. However, to give VITA a sense for the type of resources and experience the Planview team brings, we have attached two SAMPLE RESUMES of current team members (one a Managing Consultant and another a Solution Architect). We hope this will be helpful as you consider the skills and level of experience of the


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people who will be supporting VITA.

3 Experience 3.01 Has your Company ever been involved with a project

associated with VITA or the Commonwealth of Virginia? Yes, VITA is a current customer of our Planview

PPM Pro product 3.02 How many customers do you have and how long have you

been providing this product? Over 800 customers are in production with

Planview’s Enterprise One PPM solution 3.03 How many employees do you have supporting this product

and briefly describe their roles. Please see the attache org chart.

3.04 How many similar implementations have you performed in the last 3-5 years?

While an exact number is not readily available, it would be hundreds.

3.05 How many projects were completed on time and on budget? Please comment on your variance rate and key drivers.

Planview has a proven track record of delivering on-time and on-budget. Our use of fixed fees helps reduce the risk for our customers and drives our delivery focus and the vast majority of our engagements are completed to plan. We do not have specific on-time/budget statistics available to share at this time.

4 Post-implementation 4.01 Describe the post go-live support services duration and your

company’s key responsibilities by work stream, and costs. Planview has proposed a 3 week "HyperCare"

period delivered by your consulting team. After that, VITA will continue to have access to Planview's Customer Care team as well as an assigned Customer Success Manager.

4.02 Provide proposed solution roadmap, including forthcoming features.

Planview does not disclose this type of information.


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4.03 Does solution provider have a well-defined process for a client to request an enhancement to the solution? Explain the process.


4.04 How are enhancement requests prioritized across customers? Planview does not disclose this type of information.

4.05 Are log files available for access and analysis? Planview does not disclose this type of information.

4.06 What is solution provider’s standard definition for support/error severity levels and corresponding SLAs for response and resolution?


4.07 Define solution provider’s mechanism of notifying the user's organization of security issues and other errors that are discovered and/or corrected in releases?


4.8 Does proposed solution have publicly available (or customer-only) support materials? For each, please provide the method of access.


4.09 4.1 Are there any aspects of the solution that can not be changed

by the customer after initial configureation? Y There are a very limited number of global

settings that cannot be easily changed once the system is in production. However, most configurations are adjustable to support your evolution and growth.

4.11 Describe standard Help support operation, including means of contact, hours of operation, number of personnel assigned, expected response times for each level of criticality, and the type of support provided for both the end user and technical resources

Please see the attached description of customer care.

4.12 What is your call prioritization process? Please see the attached description of customer care.

4.13 How do calls get escalated to a higher level? Please see the attached description of customer care.


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4.14 Is there designated single point of contact provided by solution provider for any escalations?


4.15 Provide details on support tiers, if available Please see the attached description of customer care.

4.16 Provide typical support resource needs for the using organization to support proposed solution post implementation, specific skills and number of support resources required.


4.17 Are support resources available as part of solutions provider’s professional services?


Functional C. Functional

Use the three codes below to respond to each Requirement # in the “OOB, Config, Custom or No” column Code Description OOB Satisfies requirement with “Out of the

Box” functionality. No configuration or customization is required.

Config.

Satisfies requirement with Configuration required during implementation

Custom

Requires custom code to satisfy the requirement

No Does not satisfy requirement SUPPLIER


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NAME A B Req# High Level Category / Requirement Y, F or N Product

/Service Name

OOB, Config., Custom or No

Comments and Explanations

1 General Solution 1.01 Does your solution support all major

browsers, i.e. Edge, Safari, Internet Explorer, Chrome, Firefox, Mozilla.

Y E1 OOB

1.02 Does you service provide a search option for user defined fields and key word searchs?

Y E1 OOB Users can search across the entire application based on title and within each perspective area (projects, resources, applications, programs, etc. based on configurable attributes.

1.03 Does your solution allow lower level Portfolio Manager administrative functions to modify certain system functions? (allows administrative users with ease of use to perform advanced system configuration without use of experimentation, assistance, or special training)

Y E1 OOB Enterprise One’s administration is very easy. We normally recommend a business analyst to administer it because it is all done directly within the UI and no coding or scripting is involved. The administer will have the ability to easily add or remove fields/attributes, forms, workflows, users and resources. The ability to create and set business rules (like turning on or off multi-currency, language, time reporting rules, etc), create templates, modify intelligent help, etc. They will be given 2 different environments to work with: one for production, one for training/test. They will have the ability to


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build things within the test environment and then export that new information into the production environment. That includes workflows, templates, metrics, etc.

1.04 Does your solution allow administrative rights for authorized users who need to have those rights?

Y E1 OOB The user would simply have a modified admin license

1.05 Does your solution contain a centralized administration function? (allows administrative users with ease of use to perform advanced system configuration without use of experimentation, assistance, or special training)

Y E1 OOB Please see 1.03 for further details


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1.06 Does your solution provide workflow with multiple approvals in serial, parallel and combinations of the two?

Y E1 OOB Planview has workflow capability around projects, requests, Outcomes (products, applications, technology, etc.), changes, risks, issues, etc. Planview offers several different workflows out of the box and allows your organization to create their own or modify the existing ones. We have ones around Stage Gate, Agile, PMI, etc. Workflows can be built in whole or in increments. Incremental workflows will build upon one another based on multiple decision points. There may be different workflows based on the types of the Request / Project, size of the Request / Project, the requesting department, etc. Workflows can ensure configurable forms are completed / approved / reviewed, financials are collected / approved / reviewed, documents are completed / approved / reviewed, estimates are completed / approved / reviewed, schedules are completed / approved / reviewed (project plans can be automatically populated from a template based on the type / size / etc. for initial planning purposes), ranking and prioritization are completed / approved / reviewed, capacity planning is completed / approved / reviewed, status's are changed / approved / reviewed, etc. They can walk the user thru a 3 Gate Process, 5 Gate Process or any other methodology process you need. The graphical representation of the workflow


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will track who is responsible for each step, if the step is completed, who completed it, when they completed it and a link into the step to open it for review. Planview can notify individuals that they are now responsible for a given step or if any given step has not been completed in a particular amount of time. Individuals can also see at any given point where each project / request / program / product / etc. is in the workflow process and who is responsible for it and how long that step has been active. Any particular step can require one or more approvers that can happen either simultaneous or consecutive. We can indicate that only a certain number of the designated approvers must approve before moving forward. For example, only 5 out of the 10 steering committee members are needed to approve something. Lifecycle steps can be delegated to other users. Resource request workflow is built directly into the tool. When a project manager requests a named individual that they do not have read/write access to, a notification is automatically sent to the Resource Manager asking for approval. If the PM requests a Role, skill, location, etc. a notification is sent to either the specified Resource Manger on the request or to all RM’s that are responsible for that type of resource if no specific RM is selected on the request. Below is an example of a


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workflow within Enterprise One:


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1.07 Does your solution support mobile functionality compatible with Android devices?

Y E1 OOB Enterprise One provides a rich mobile experience today through the ability to access reports, timesheets optimized for a mobile device. Our product roadmap is always focused on improving the end users experience & provide the best in class analytics and reporting capabilities which we continue to invest in with every release.


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As technology changes and more mobile options become available, Planview will consider and add new mobile capabilities to the base solution.

1.08 Does your solution support functionality compatible with iOS devices?

Y E1 OOB Please see1.07 for further details

1.09 Does your solution support modular product design and deployment of modules based on the users needs or capabilities? (What modules comprise the suite of product functionality?)

Y E1 OOB Enterprise One is based on Grants and Roles. The user is associated to a particular role and that will determine what functionality the user has access to within the system. It will determine things like, can they view financials, can they manage projects, can they create requests, etc. This can get very granular including down to an individual field level. Your Administrator will be given 3 main roles in which they can then create as many sub-roles as needed by simply turning on or off certain functionality. The user is also associated to Grants. Grants determine what Projects, Resources, Programs, Applications, Services, Products, etc. the user has read-write, read-only or cannot view at all. This too can get very granular. Grants can be created down to the task level if need be. These grants are based on the items main hierarchy. These hierarchies are configurable to meet each organization’s needs. These Grants and Roles will drive what reports a user has access to as well as


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what data they can see within a report.

1.10 Ability to categorize an investment as a project, procurement, application, business requirement for technology, strategic plan, service area, solution request, contract, or project with procurement(s)

Y E1 OOB Planview allows organizations to capture and manage everything from Projects to Applications, Business Reguirements, Products, Technologies, Requests, Programs, etc. We can capture as much or as little information about these items and classify them differently based on configurable attributes.


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1.11 Does your solution have reporting tools or interface with with other reporting tools? If so, please identify those tools.

Y E1 OOB With over 150 out of the box reports, Planview Enterprise helps increase visibility into your portfolio of work with powerful dashboards. Planview Enterprise enables users across the enterprise to easily access real-time information, share it with those who need it, and take action to keep the business running efficiently. We deliver this information in easy one-click access to project and portfolio data allowing you to quickly see high level status and performance of KPIs and metrics. A single click is all that’s needed to drill down into interactive views for decision making. We give you one-click access to the data you need in relevant and meaningful ways for informed action at all levels: - Executives get dashboards for visibility into the state of the portfolio, - Portfolio managers can discover trends and outliers, and explore the data driving programs, - Project managers focus on the daily health of the projects running the business, - Resource managers can see what their people are working on to increase utilization. Planview® uniquely offers you the most complete portfolio management reporting and analytics options:

1. Portfolio Views Portfolio View provides in-application

tabular grids, with the flexibility of predefined and user defined column sets,


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that are used to access and view data and make updates

2. The FastTrack Analytics The FastTrack Analytics are predefined

reports used by all our customers, delivering their "day one" reporting needs; Fixed format outputs configurable to match the customer Planview Enterprise One – PRM data model and use case. They are broken out by our major area's within the tool - My Planview, Strategy, Resources, Requests, Work, Outcomes, Planning and Administration


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3. FastTrack Dashboards The FastTrack Dashboards are new

purpose-driven dashboards to give portfolio managers new insight and understanding into portfolio and resource management. Built on the FastTrack Analytics framework, each dashboard includes multiple interconnected visuals to communicate progress and measure performance.


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4. Analyze Charts & Table Tiles Create simple visualizations on data in

Planview portfolios using the Analyze Chart function, Configurable Table Tiles and the Predefined Tiles.

4.a Configurable Table Tiles Configurable Table Tiles - This tile

type displays a configurable table that lets users and administrators quickly and easily access graphic data relevant to them. Administrators can create and modify configurable table tiles without needing experience with SQL queries


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4.b Predefined Table Tiles Tiles can link to Predefined Tables

which are out-of-the-box tables, available on specific portfolio types, that provide alert and exception based reports


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4.c Customized Table Tiles Customized Tables which are created and

distributed by the Planview Administrator. Creating new Customized Tables requires detailed knowledge of the Planview Enterprise database and SQL skills.

5. Microsoft Power BI: Self-Service Analysis


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Visualize and explore your Planview Enterprise data with Microsoft Power BI, a leading self-service data analysis solution. You can easily add and merge data sources from across your enterprise – Planview products: Planview Enterprise One, Planview Projectplace®, and Planview Leankit® – and other applications, like Salesforce.com® and Google Analytics®. Immediately, you’ll see your project and financial data reflected in the Microsoft Power BI out-of-the-box reports and dashboards. With views tailored by user – by access rights, need, level, organization, and so forth – you can focus on what matters. This highly secure solution delivers instant, powerful analysis to accelerate time to action.


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6. Excel Analysis Modeled analysis of Planview data that is

processed into cubes and models, Ad-Hoc Analysis Excel Add-In, or Power BI, is used as the analysis and visualization tool.

7. Custom Reporting with Reporting Services

The capability that allows the development of customer specific fixed format formats. Custom Reports with Reporting Services is used when exact layout and look and feel are important.


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1.12 Does your solution have the ability to provide analytics and project trade-offs for supporting task level decisions?

Y E1 OOB Planview’s Investment & Capacity Planning Manager allows executives to do what-if analysis / capacity planning around their ideas, projects, products, programs and services. They can create and manage annual, quarterly, 5 Yr, etc. targets like Total Benefit, Total Cost, Capital Costs, Year 1 Benefit / Revenue, Manufacturing Costs, Resource Costs, Resource Efforts, etc. They rank the projects first based on user defined criteria. They can use any type of metrics, meta-data, scores, financials, etc. to help them determine which projects should be taken on. This is done on the Rank Pivot. They can then move projects above or below the line to see the effects on their targets. They can set up dependencies to indicate that one project, product, program cannot be taken on without another. This is done on the Analyze Pivot. If at any point they exceed one of their targets, Planview will notify them with an alert so that they can try to fix it. If it is a Resource constraint, then they can go to the Shift or Balance Pivot to level their resources out. This can be done by pulling resources from other areas / departments/ contractors / etc., shifting projects out or having Planview optimize your portfolio for you. This is all done in a what-if so nothing takes place until they promote the what-if. They can create an unlimited number of what-if’s and compare


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them against one another to help in the evaluation process.

1.13 Does your solution allow usage measurement for licensed or non-licensed users, number, time, or other criteria?

Y E1 OOB Planview provides reports / dashboards on when users last logged into the system, if there are any issues within the system, for example if an extract Failed or Tables have not refreshed, etc.

1.14 Does your solution have the ability to provide analytics and project trade-offs for supporting task level decisions?

Y E1 OOB Please see line 1.12


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1.15 Does your solution provide a cost benefit analysis tool that is business configurable?

E1 OOB Planview’s Investment & Capacity Planning Manager allows executives to do what-if analysis / capacity planning around their ideas, projects, products, programs and services. They can create and manage annual, quarterly, 5 Yr, etc. targets like Total Benefit, Total Cost, Capital Costs, Year 1 Benefit / Revenue, Manufacturing Costs, Resource Costs, Resource Efforts, etc. They rank the projects first based on user defined criteria. They can use any type of metrics, meta-data, scores, financials, etc. to help them determine which projects should be taken on. This is done on the Rank Pivot. They can then move projects above or below the line to see the effects on their targets. They can set up dependencies to indicate that one project, product, program cannot be taken on without another. This is done on the Analyze Pivot. If at any point they exceed one of their targets, Planview will notify them with an alert so that they can try to fix it. If it is a Resource constraint, then they can go to the Shift or Balance Pivot to level their resources out. This can be done by pulling resources from other areas / departments/ contractors / etc., shifting projects out or having Planview optimize your portfolio for you. This is all done in a what-if so nothing takes place until they promote the what-if. They can create an unlimited number of what-if’s and compare


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them against one another to help in the evaluation process. This can be done at the individual department level and/or across department levels. Below is an example of the Analyze Pivot:


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1.16 Does your tool support Enterprise Architecture planning and documentation?

Y E1 OOB Enterprise One’s Capability & Technology Management Module provides your organization with the ability to capture all your technology and applications. It then enables you to: 1. Define technology and capability roadmaps that support corporate strategy 2. Deliver a flexible application and technology portfolio optimized for business strategy and capabilities 3. Analyze business capability gaps and the technology changes required to close those gaps 4. Reduce the risk and business impact of rapidly accelerating innovation in technology


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5. Engage with the broader organization to drive change

2 Data Management 2.01 Does your solution provide a repository

for portfolio information? Y E1 OOB Enterprise One has its own content

repository with the ability to track versions, check-in / check-out, last accessed, last modified, full text search, key word search, Access Grants, etc. Content can be tracked against requests, projects, any level of a project plan, resources, products, programs, assets, risks, changes, issues, etc. Content can be utilized either thru workflow or on its own. Attachments can be practically anything. Enterprise One supports the ability to attach files and embedded documents in standard formats (Microsoft, PDF, image formats, etc.) leveraging either its native content management capability or integrating to another one

2.02 Does your solution provide the capability for collaboration among users?

Y E1 OOB Planview allows your project teams to collaborate on their projects which are vital to their success. You will be able to communicate and collaborate on the projects using social and email communication you do every day to reach


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goals and drive results. They will be empowered to access conversations and report time directly from their smartphones and tablets.

2.03 Does your solution have the ability to allow multiple portfolios and portfolio hierarchies (parent-child links)?

Y E1 OOB Enterprise One allows each user to create their own portfolios. A portfolio can be based on Projects, Programs, Products, Resources, Outcomes, Etc. They are created by choosing an appropriate level in one of our 4 main hierarchies and then using the attributes that you are tracking against the item to slice and dice them into different views. For example, a project may fall within multiple portfolios. One could be based on every project within the IT department. Another one may be every project within IT in the Requested status or support a particular Program. Portfolios can also be shared amongst end users to ensure everyone is looking at the same mix of items for reporting purposes. Information is then rolled up to the portfolio level for reporting purposes.

2.04 Does your solution have the ability to archive project, procurement, and portfolio data?

Y E1 OOB Planview allows your organization to setup business rules regarding archiving. Normally we set it up so that projects, programs, applications, etc. that are older than 3 yrs move to a different branch in the appropriate Hierarchy and then projects, programs, applications, etc. older than 5 yrs are archived to a separate data base. Reports can still be run against that


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database and projects, programs, applications, etc. can be brought back when and if needed.

2.05 Does your solution have the ability to conduct statistical analysis of historical data? (e.g., trend analysis)

Y E1 OOB Please see line 1.11 for reporting details

2.06 Does your solution have the ability to manipulate data? (slice, dice and aggregate).

Y E1 OOB Configurable attributes can be used to slice and dice data for reporting, financial rollups, portfolio's, etc.

2.07 Does your solution have the ability to provide dashboard views with the ability to drill down?


2.08 Does your solution have the ability for users to create ad hoc dashboard views (reports)?


2.09 Does your solution have the ability to allow users to configure/customize/format views, graphs, and reports?


2.10 Does your solution have the ability to create, view, change, archive, and delete projects and associated project data, and to include the cost sum (roll up) of related projects or procurements.?

Y E1 OOB We can do all of that. However, once actuals are created against a project, you will not be able to delete it. You will be able to change the status and archive it.

2.11 Does your solution have the ability to enter annotative comments and appending documents, images and links for project documentation?

Y E1 OOB Please see line 2.01 for further details on our content repository. Below is an screen shot of it:


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2.12 Does your solution have the ability to import/export data from existing systems and databases (e.g., existing CTP system, planning, financial systems).

Y E1 OOB Initial user provisioning is generally accomplished using PVLoader, a staging-table-based provisioning tool provided by Planview. Planview Enterprise One - PRM ships with a full set of public, SOAP-based Web Services that allow for data exchange with the data most commonly required for integration with external systems. Some optional functionality, such as MS Project and Excel is available using a Planview-provided add-in. Planview's Consulting Services can assist with complex integrations that require ETL-style data processing using state-of-the-art tools like


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Tasktop and Snaplogic.

2.13 Does your system have the ability to do compatibility edits?

Y E1 OOB Enterprise One’s Capability & Technology Management Module provides your organization with the ability to capture all your technology and applications. It then enables you to: 1. Define technology and capability roadmaps that support corporate strategy 2. Deliver a flexible application and technology portfolio optimized for business strategy and capabilities 3. Identify & Manage Redundancies and Compatibility Mangement 4. Analyze business capability gaps and the technology changes required to close those gaps 5. Reduce the risk and business impact of rapidly accelerating innovation in technology 6. Engage with the broader organization to drive change

2.14 Does your solution have the ability to provide data completeness/error checks and data warnings?

Y E1 OOB We do inregards to configurable forms. Not as far as attached content.

2.15 Does your solution have the ability to expose or hide configurable fields in the

Y E1 OOB We hide certain fields by duplicating the form and exposing the correct form to the


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project or program request form? correct individuals that have the correct permissions to see the data.

2.16 Does your solution support creation of PERT charts?

N We provide an out of the box integration with MSProject for those that need to create a PERT chart.

2.17 Does your solution have the capability for bi-directional integration with WorkOtter?

Y E1 Custom

This would require a custom integration

2.18 Does your solution have the capability for bi-directional integration with Innotas?

Y E1 OOB We will bring information over from Innotas during the implementation

2.19 Does your solution have the capability for bi-directional integration with Microsoft Project/Project Server?

Y E1 OOB Please see line #2.12 for further details

2.20 Does your solution have the capability for bi-directional integration with ServiceNow?

Y E1 & Leankit

OOB Please see line #2.12 for further details

2.21 Does your solution have the capability for bi-directional integration with JIRA?

Y E1 & LeanKit

OOB Please see line #2.12 for further details

2.22 Does your solution have the capability for bi-directional integration with RSA Archer?

Y E1 Custom

Please see line #2.12 for further details

2.23 Does your solution have the capability for bi-directional integration with Confluence?

Y E1 Custom

Please see line #2.12 for further details

2.24 Does your solution have the capability to search, filter and sort project and portfolio data?

Y E1 OOB Users can easily search across the database for particular work, programs, etc. They can also search within a portfolio and via the creation of portfolios

2.25 Support for custom queries across multiple portfolios, custom dashboards

Y E1 OOB All of our dashboard and reports can be run based on a particular portfolio (query)


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(filtering of results), custom reporting

2.26 Does your solution support creation of Gantt charts?

Y E1 OOB Standard Functionality

2.27 Does your solution have the ability to provide document management? (document storage, read, save-as, check-in, check-out, version control, history, etc.)


2.28 Does your solution have support for using data captured in early process to prepopulate forms designed for processes that occur later in the lifecycle of a project/procurement? (Data entered from the initial project entry can be used to build the Project Charter or other required project documents)

Y E1 OOB Any information that is captured directly within the tool will automatically populate onto other forms, dashboards, and with reports. No need to double enter something.

2.29 Does your solution have the ability to export project data to a data warehouse environment? (so that you could use those tools for ad hoc reporting and analysis needs)



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2.30 Does your solution have the ability to establish logical access controls at various levels?

Y E1 OOB Enterprise One is based on Grants and Roles. The user is associated to a particular role and that will determine what functionality the user has access to within the system. It will determine things like, can they view financials, can they manage projects, can they create requests, can they see certain forms, etc. This can get very granular including down to an individual field level. Your Administrator will be given 3 main roles in which they can then create as many sub-roles as needed by simply turning on or off certain functionality. The user is also associated to Grants. Grants determine what Projects, Resources, Programs, Applications, Services, Products, etc. the user has read-write, read-only or cannot view at all. This too can get very granular. Grants can be created down to the task level if need be. These grants are based on the items main hierarchy. These hierarchies are configurable to meet each organization’s needs. These Grants and Roles will drive what reports a user has access to as well as what data they can see within a report. Below is an example of different options that can be turned on / off for a particular role:


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3 Security and User Management 3.01 Does your solution have the ability to

accommodate a large number of users? (more than 100, less than 10,000)

Y E1 OOB Yes we can support large number of users

3.02 Does your solution have the ability to control permissions through the use of groups, e.g. Active Directory groups?

Y E1 OOB Planview can set users up with grants and roles based on information from active directory.


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3.03 Does your solution have the ability to control permissions at the portfolio and/or field level?

Y E1 OOB Portfolios are nothing more than a view into something. Please see line #2.3 for further details on Roles and Grants.

3.04 Does your solution have the ability to provide audit trail capability?

Y E1 OOB Planview Administrators can determine which attributes they want to track history on and which ones they do not. We also track history thru Schedule Baselines and Financial Versions. Admin can run database reports for any additional information needed.

3.05 Does your solution allow for listing of all versions of a particular type project documentation by date?

Y E1 OOB For further information on our content repository, please see line #2.01

3.06 Does your solution have the ability to grant limited admin like access at multiple levels? (i.e. portfolio, program, project)

Y E1 OOB Different Admin roles can be created to support different things or different business units.

3.07 Does your solution have the ability to define single or multiple users with the authority to update tasks on the same investment?

Y E1 OOB Multiple users can update information on the same investment, Program, Project, etc.

3.08 Does your solution have the ability to return a user to that last point where they were in the product or process?

Y E1 OOB We can do offer undo's on certain screens.

4 User Interface/Assistance


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4.01 Does your solution have an intuitive modern interface? (Users understand its behavior and effect without use of reason, experimentation, assistance, or special training)

Y E1 OOB Planview has won numerous awards for its UI, making it one of the easiest tools in our space to use. We use a system of portfolios along with the end users line of site/ribbon to provide tiles of information for each end user. That information will provide the user with all of their notifications, metrics and key KPI’s to perform their job. It is configurable for each Role and /or user. Not only can they choose which tiles/reports they want to display, but they also can modify the reports and create their own. Each user can configure their own column sets which allow them to change the information they see in regard to the projects, products, resources, etc. As far as custom fields and attributes, your organization will have the ability create as many of those as necessary and decide which users have read-write, read-only or cannot see them at all. Below is an example of a Project and Resource Managers line of site/ ribbon:


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4.02 Does your solution have the ability to provide fully documented and in-context web based online help for all functions? (e.g., mouse roll-over, online help documentation, on-line tutorials)

Y E1 OOB Planview allows for mouse roll-over help, provides in-context web based online help and thru our Customer Success Center, all users can access on-line tutorials, training material, sign up for instructor led trainings, etc.


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4.03 Does your solution have the capability and ability to search for user defined fields?

Y E1 OOB Users are not able to create their own fields specific to themselves. The Planview Administrator will have the ability to create any custom fields or attributes needed and then the end user can access and utilize them. Users can search across the entire application based on title and within each perspective area (projects, resources, applications, programs, etc. based on configurable attributes.

4.04 Does your solution have a community forum and product feedback center?

Y E1 OOB Yes. Planview provides multiple forums for our customers to collaborate and exchange ideas and success stories with one another. We have individual regional user groups along with our annual Horizons User Group. Here you can collaborate with other customers, listen to lessons learn as well as their success stories. We also offer discussion forums on LinkedIn, access to our Customer Showcase (an area with different presentations from customers who want to share the new and exciting things they are doing within our tool). We also offer the Planview Inner Circle program. It is one of the key ways that Planview Product Management collaborates with customers to deliver great products. As part of the inner circle program, you work with the Product Manager and other customers through the design and development process to understand scope, contribute to priorities and provide feedback.

5 Workflow Management


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5.01 Does the solution have the ability to enable and automate workflow approval to approvers in both serial and parallel processes?

Y E1 OOB Planview has workflow capability around projects, requests, Outcomes (products, applications, technology, etc.), changes, risks, issues, etc. Planview offers several different workflows out of the box and allows your organization to create their own or modify the existing ones. We have ones around Stage Gate, Agile, PMI, etc. Workflows can be built in whole or in increments. Incremental workflows will build upon one another based on multiple decision points. There may be different workflows based on the types of the Request / Project, size of the Request / Project, the requesting department, etc. Workflows can ensure configurable forms are completed / approved / reviewed, financials are collected / approved / reviewed, documents are completed / approved / reviewed, estimates are completed / approved / reviewed, schedules are completed / approved / reviewed (project plans can be automatically populated from a template based on the type / size / etc. for initial planning purposes), ranking and prioritization are completed / approved / reviewed, capacity planning is completed / approved / reviewed, status's are changed / approved / reviewed, etc. They can walk the user thru a 3 Gate Process, 5 Gate Process or any other methodology process you need. The graphical representation of the workflow


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will track who is responsible for each step, if the step is completed, who completed it, when they completed it and a link into the step to open it for review. Planview can notify individuals that they are now responsible for a given step or if any given step has not been completed in a particular amount of time. Individuals can also see at any given point where each project / request / program / product / etc. is in the workflow process and who is responsible for it and how long that step has been active. Any particular step can require one or more approvers that can happen either simultaneous or consecutive. We can indicate that only a certain number of the designated approvers must approve before moving forward. For example, only 5 out of the 10 steering committee members are needed to approve something. Lifecycle steps can be delegated to other users. Resource request workflow is built directly into the tool. When a project manager requests a named individual that they do not have read/write access to, a notification is automatically sent to the Resource Manager asking for approval. If the PM requests a Role, skill, location, etc. a notification is sent to either the specified Resource Manger on the request or to all RM’s that are responsible for that type of resource if no specific RM is selected on the request. Below is an example of a


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Project Workflow within Enterprise One.


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5.02 Does your solution provide multiple approval workflow capability including consecutive or concurrent?

Y E1 OOB Please refer to Line #5.01 for further details

5.03 Does your product workflow provide user task notifications?



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5.04 Does your solution have the ability to support workflow management? (generates individual task lists, reports status, routes action notifications, supports approvals, etc.)


5.03 Does your solution have the ability to provide a template library for project process deliverables? (feasibility report forms, statements of work, issues log, request forms, etc.)


5.04 Does your solution have the ability to add, modify and save workflow templates?


5.05 Ability to provide notification when a milestone is not completed by a specific user defined parameter?

Y E1 OOB Yes. Planview provides different notifications around missed milestones, schedule slippages, budgets over runs, or any other type of notification you may need. Your administrator will have the ability to create new ones for you if they do not come out of the box.

5.06 Does your solution provide the ability to include and append comments and attachments at all approval points?

Y E1 OOB Planview provides the ability to capture comments around approvals / disapprovals and require comments if they disapprove something. Below is an example of this:


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5.07 Does your solution provide visibility to show user account (approver) associated with approving a specific workflow approval point?

Y E1 OOB

5.08 Does your solution provide an audit trail of past approvals that can be viewed and accessed at any approval point in the workflow?

Y E1 OOB

5.09 Does your solution provide preexisting workflows for common tasks? Please provide a list of preexisting workflows and provide workflow rules based on configuration versus custom coding.

Y E1 OOB Planview provided several out of the box workflows around projects, requests, programs, outcomes, changes, risk, issues, etc. They are based on different methodologies like PIMBOK, StageGate, SAFe, etc. They can be modified to meet your organizations needs.


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6 Communication/Collaboration 6.01 Does you solution support mass

communication and notification (e.g., via a home page bulletin board, mass email/Gmail, etc.).

N Planview can send out communications to entire project teams but is not designed to send out company wide communication messages.

6.02 Does your solution provide the capability for a project wiki (allows for creation of a website where users can add, remove, and edit every page using a web browser)

Y E1 OOB Admins can create there own forms via the web browser.

6.03 Does your solution provide targeted communications and notifications (e.g., selective, rule-based notifications via email/Gmail)

Y E1 OOB Your Planview Administrator can set up certain business rules that will notify select users via e-mail. For example if a project is running late, you need to approve, review or perform a certain action, if your timesheet is over due, etc.

6.04 Support real-time group communication ( e.g., on-line chats, discussion forums, instant messaging)

Y E1 OOB Planview allows your project teams to collaborate on their projects which are vital to their success. You will be able to communicate and collaborate on the projects using social and email communication you do every day to reach goals and drive results. They will be empowered to access conversations and report time directly from their smartphones and tablets.

6.05 Does your solution support audio conferencing

Y While our ProjectPlace Module provides the ability to create meetings, send meeting invites, look at calendars for availability, share screens, upload documents to meetig, etc., most customers use their corporate standard applications

6.06 Does your solution support Video Y Please see line #6.05 for further details


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conferencing 6.07 Does your solution support for screen

sharing Y Please see line #6.05 for further details

6.08 Does your solution support calendar sharing

Y Please see line #6.05 for further details

6.09 Does your solution support contact sharing

N We do have the ability to capture customer contact information, employee contact information, etc. Users can access this information, but we don’t automatically send it to other individuals.

6.10 Does your solution have the ability to provide meeting schedules with automated invites?

Y Please see line #6.05 for further details

7 Strategic Planning 7.01 Does your solution have the ability to

create preliminary business cases for investments (projects and procurements)?

Y E1 OOB Planview’s Administrator will have the ability to create an unlimited number of attributes (drop down structures) and fields (Long Text, Date, Currency, etc.) that can then be used to Create Custom Forms as well as report and filter on. There is no limit to the number of attributes/fields/forms that can be created. These forms can then be presented to end users via workflow to help ensure that the correct data is captured during every step of your demand management process, project lifecycle and project closeout process. Within the configured forms, you will have the ability to identify what attributes and fields are required, read-only or being calculated behind the scenes. These attributes and fields can also be accessed


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via the Project detail screen. Once the information is collected, it can be used for Scoring, Ranking / Prioritization, Reporting, Filtering / Sorting, etc. Below is one examle of a configured form:

7.02 Does your solution have the ability to create multiple questions with multiple text area responses?


7.03 Does your solution have the ability to capture multiple individual business requirements for technology?

Y E1 OOB Requirements can be captured via custom forms, attributes & fields or as a simle attachment

7.04 Does your solution have the ability to distinguish between the various types of

Y E1 OOB We can add additional addtributes / paramaters to identify the type of


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business requirements? requrement that is being captured.

7.05 Does your solution have the ability to distinguish between the various types of planning (i.e. strategic vs operational)?

Y E1 OOB Planview PRM has 4 main hierarchies which allow an organization to plan and manage at levels other than the Project and Resource level. They are 1) WBS (Work Breakdown Structure) which is how a project rolls up thru an organization. 2) OBS (Organizational Breakdown Structure) which is how resources roll up thru an organization. 3) SBS (Strategy Breakdown Structure) which is how Programs roll up thru a Strategy Structure for example: Programs / Strategies / Objectives / Missions. 4) Outcomes, which is how you’re Services, Products, Applications, Technology or any other type of outcome you want to track, roll up. Projects can then be associated to Programs and Outcomes so that you can logically see the relationships between all the work as well as the costs, schedules, etc. of Projects can roll up thru the various hierarchies for reporting purposes. Planning can occur at any level of those hierarchies for top down and bottom up planning and variance reporting. Information can also roll up to a portfolio which is based on one of these hierarchies as well as an attribute(s) to slice the information by. Any Attribute that you decide to track against you Projects, Programs, Resources or Outcomes can be created as a hierarchy as well, but you will


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not be able to plan at each of the levels, only roll information up for reporting purposes. Below is an example of a Strategic Heirarcy:


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7.06 Does your solution have the ability to map IT investments to Organizational stategy, mission, goals, or objectives?


7.07 Does your solution have the ability to establish relationships between IT investments?

Y E1 OOB Yes. Planview supports single project or inter-project relationships.


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7.08 Does your solution have the ability to document and manage IT procurements and projects within a given portfolio and user defined timeframe?

Y E1 OOB Enterprise One allows each user to create their own portfolios. A portfolio can be based on Projects, Programs, Products, Resources, Outcomes, Etc. They are created by choosing an appropriate level in one of our 4 main hierarchies and then using the attributes that you are tracking against the item to slice and dice them into different views. For example, a project may fall within multiple portfolios. One could be based on every project within the IT department. Another one may be every project within IT in the Requested status or support a particular Program. Portfolios can also be shared amongst end users to ensure everyone is looking at the same mix of items for reporting purposes. Information is then rolled up to the portfolio level for reporting purposes.

7.09 Does your solution have the ability to track requirements (business or technical) to a single or multiple IT investments?

Y E1 OOB Yes. Planview can capture requirements and they can be associated to one or more entities.

7.1 Does your solution have the ability to document business objectives that tie or map to Organizational Mission?



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7.11 Does you solution have the ability to create portfolio capacity forecast dashboard (monthly, quarterly, annual, biennial) for predictive planning or forecasting?



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them against one another to help in the evaluation process. They can create an unlimited number of what-if’s and compare them against one another to help in the evaluation process. This can be done at the individual department level and/or across department levels. Below is an example of the Analyze Pivot:


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7.12 Does your solution have the ability to rollup strategic planning budget tables and information into a secretariat view?

Y E1 OOB Planview Enterprise One’s financial module is very robust. Financials can be tracked on a Monthly, Quarterly or Yearly basis. It can expand one or multiple years. We can mimic your GL accounts and track Benefit / Revenue, Labor, Capital and Expense accounts. We also can differentiate between Billable / Non-billable and/or Charge Backs. The accounts may be different for different financial models / or departments within your organization. Not every type of project or area of your organization needs to track the same financial information or may hit different cost accounts. Financials can be exported to other systems or imported from other systems. You may want to push out labor actuals and bring in other actuals. We can do bi-directional interfaces with other Financial Applications to ensure complete visibility for reporting purposes. We can track planned and actual expenses at any level of the project plan and have them roll up to the project level financials. Planview has a complete rate card system to make sure your labor costs are calculated correctly. Planview’s rate card allows you to track 4 different rates per resource, 4 different rates per role (or some other resource attribute) and the ability to override those rates per project as needed. Financials can be tracked at the project level and every level above within


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the Work Breakdown Structure (normally how the project rolls up thru the organization), at the Outcomes (Product, Application, Technology, etc. hierarchy) Level and every level above within that Hierarchy, the Program level and every level above within the Strategy Breakdown Structure (normally how the program rolls up thru Strategy's, Objectives & Missions of the organization), and at the Resource level and every level above within the Organizational Breakdown Structure (normally how the resources roll up thru the organization). Individual Expenditures / PO’s can be captured below the project level and will roll up to the Project level financial plan for a consolidated view. Since Projects can be associated with Programs or Outcomes, the Project budgets can also roll up within those hierarchies for reporting purposes. We can track and maintain multiple versions of the financial plan and do comparisons between them either directly thru the tool or thru reporting. Examples of versions would be: Approved Budget, Planned Budgets, Actuals, 2017 Budget, etc. Versions can be sent for approvals and reviews via workflows and locked down. These versions can then be used in metric calculations and reporting. Financials can be planned at the parent levels and pushed down to the child levels or planned at the


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child and rolled up for reporting purposes. We can manage both ways. Planview supports Effort based billing and milestone billing methods.


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7.13 Does your solution have the ability to display all of an organizations IT business requirements, investments, budget tables, and IT Strategic plan text areas, into a consolidated plan?

Y E1 OOB All of this information can be brought to gether directly through a column set. Planview’s column sets allow managers to view information about their projects, programs, products, resources, applications, etc. They can be created by a Planview Administrator and pushed out to the end users or the end users can create their own. Column sets depict what information is currently being displayed about the projects, programs, products, resources, applications, etc. being viewed. The type of information that can be viewed within a column, include but are not limited to the following: Financials information, schedule information, meta data captured thru alternate structures and configurable fields, metrics, links, etc. By allowing managers to create their own column sets, they can virtually create their own reports which can then be exported or printed. Columns are displayed in a grid like fashion similar to excel. Data changed at a parent level will modify the child level. Some information can be modified at each level of the project plan. Managers can group their projects based on any of the attribute columns and have the financial roll up to each of those groupings for summary totals. Below is an example of a Strategic Heirarchy and a particular column set of data:


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7.14 Does your solution have the ability to pre-populate budget tables from existing investment data.

Y E1 OOB Yes. Financials can automatically be prepopulated based on a roll up from project plans, technologies, products, applications, etc. They can also be pushed down from higher level strategies. If we are refering to project plans, they can be prepopulated based on the project schedule / template.

7.15 Does you solution have the ability to create portfolio capacity forecast dashboard (monthly, quarterly, annual, biennial) for predictive planning or forecasting?

Y E1 OOB Please refer to Line # 7.11 for further details

8 Demand Management/Product Intake


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8.01 Does you solution allow the ability for multiple roles to recommend changes that affect project or portfolio documentation such as, Investment Business Cases, Project Proposals, Project Charter, Project Plan, Project Change Request, and Closeout Report?

Y E1 OOB There is no limit to the number of different roles you can create within Planview. Like wise, there is no limit to the number of indivduals that can modify project information. It will just depend on who you give the appropriate grants to. Enterprise One is based on Grants and Roles. The user is associated to a particular role and that will determine what functionality the user has access to within the system. It will determine things like, can they view financials, can they manage projects, can they create requests, etc. This can get very granular including down to an individual field level. Your Administrator will be given 3 main roles in which they can then create as many sub-roles as needed by simply turning on or off certain functionality. The user is also associated to Grants. Grants determine what Projects, Resources, Programs, Applications, Services, Products, etc. the user has read-write, read-only or cannot view at all. This too can get very granular. Grants can be created down to the task level if need be. These grants are based on the items main hierarchy. These hierarchies are configurable to meet each organization’s needs. These Grants and Roles will drive what reports a user has access to as well as what data they can see within a report.


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8.02 Does your solution allow the Portfolio Manager the option to view score cards for requested projects?

Y E1 OOB Planview allows organizations to score projects, programs or outcomes (products, applications, technologies, etc.). They can be scored based on Financials, Metrics, Attributes, etc. You can use weighted measures as well. We offer the ability to walk users thru questionnaires to help calculate scores on certain attributes like Risk. Multiple scores and be captured and used to roll up to an overall score. Different scoring criteria can be used for different types of projects or for projects from different Lines of Business. The score can then be used within our Investment & Capacity Planning Manager to do Ranking, Prioritization and Capacity Planning.

8.03 Does your solution allow licensed or non-licensed users to submit project requests via Web forms?

Y E1 Custom

Planview only supports the ability for Licensed user to submit requests. We could pull requests from a different system if so desired.

8.04 Does your solution allow licensed or non-licensed users to submit project requests via Web forms?

Y E1 Custom

Please see line #8.03 for details

9 Prioritization/Portfolio Optimization 9.01 Does your portfolio have the ability to

produce a quarterly report that provides a breakout by investment category of total dollars and counts and what changes have occurred between quarters to explain why dollars and counts have changed?

Y E1 OOB Please refer to Line # 1.11 for further details on reporting


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9.02 Does your solution provide a mechanism for scoring, ranking, and evaluating investments as configured by the user?

Y E1 OOB Please refer to line #7.11 for further details

9.03 Does your solution provide capability to prioritize investments based upon the allocation of points to defined criteria?


9.04 Does your solution allow the Portfolio Manager to input Portfolio Information. Information such as project name, status, ...Portfolio-wide project list showing project life-cycle status? (Requested, Pending Review, Declined, Project Initiation Approval (PIA), Detailed Planning Approval (DPA), Execution & Control (E&C), Closeout, Closed, etc.)

Y E1 OOB These are all simple attributes and fields that we capture about your projects. Your administrator will be able to create any number of them for you.


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9.05 Does your solution provide the capability to produce a prioritized list of portfolio investments?



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them against one another to help in the evaluation process. They can create an unlimited number of what-if’s and compare them against one another to help in the evaluation process. This can be done at the individual department level and/or across department levels. Below is an example of a portfolio of projects and there Priority Rank:


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9.06 Does your solution have the capability to capture and report ongoing operations and maintenance costs for a user designated time period for each project following project implementation?

Y E1 OOB Your administrator will determine how long you can capture Maintenance and operational costs related to a specific project after it is marked complete.

9.07 Does your solution have the ability to store and report original projects estimates compared with current project estimates?

Y E1 OOB Please refer to line 7.12 for details around financial's and version. Below is one example view of this information:


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9.08 Does your solution have the ability to do multiple scoring models? (ex, risk, complexity, project evaluation)

Y E1 OOB Planview allows organizations to score projects, programs or outcomes (products, applications, technologies, etc.). They can be scored based on Financials, Metrics, Attributes, etc. You can use weighted measures as well. We offer the ability to walk users thru questionnaires to help calculate scores on certain attributes like Risk. Multiple scores and be captured and used to roll up to an overall score. Different scoring criteria can be used for different types of projects or for projects


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from different Lines of Business. The score can then be used within our Investment & Capacity Planning Manager to do Ranking, Prioritization and Capacity Planning.

9.09 Does your solution have the ability to track when and by whom data is entered and updated?

Y E1 OOB Via project Workflow, we can dictate when information is to be completed and by whom.

9.10 Does your solution provide the capability to aggregate all investments associated with an enterprise project?

Y E1 OOB This is accomplished via Portfolios. Enterprise One allows each user to create their own portfolios. A portfolio can be based on Projects, Programs, Products, Resources, Outcomes, Etc. They are created by choosing an appropriate level in one of our 4 main hierarchies and then using the attributes that you are tracking against the item to slice and dice them into different views. For example, a project may fall within multiple portfolios. One could be based on every project within the IT department. Another one may be every project within IT in the Requested status or support a particular Program. Portfolios can also be shared amongst end users to ensure everyone is looking at the same mix of items for reporting purposes. Information is then rolled up to the portfolio level for reporting purposes.

9.11 Does your solution allow for grouping Y E1 OOB Please refer to line #9.10 for further details


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lines of business (LOB) by portfolio?

9.12 Does your solution have the ability to associate requirements(s) to a business need?

Y E1 OOB If a Business Need is a new request, then yes. Would need to fully understand the use case in order to properly answer.

9.13 Does your solution have the ability to associate business need(s) to an investment?

Y E1 OOB These are all simple attributes and fields that we capture about your investments. Your administrator will be able to create any number of them for you.

9.14 Does your solution have the ability to assign multiple investment attributes i.e. Infrastructure, Enterprise Applications, Collaborative Applications, Agency Specific, Service, Proposed, or Existing?

Y E1 OOB There is no limit to the number of attributes that can be created and tracked.

9.15 Does your solution have the ability to associate an investment (project or procurement) to a program?


9.16 Does your solution support "proposed" projects not yet approved, e.g.. request new projects?

Y E1 OOB This is a simple status setting

9.17 Does your solution have the ability to select project versions based on budget? (e.g., lower-cost project version may be optimal under tighter budget constraint)

Y E1 OOB Please refer to line 7.12 for further details on financials

9.18 Does your solution have the ability to set performance goals/targets for a subset of portfolios?

Y E1 OOB Targets can be created for a subset of projects based on some sort of driving heirarchy or attribute.

9.19 Does your solution have the ability to provide real-time feedback to users on impact of project inputs?

Y E1 OOB All of our dashboards and most reports are real time.


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9.20 Does your solution have the ability to prevent/minimize input "gaming"?

Y E1 OOB We can ask questions and create calculations or scores based on various answers and inputs, which help limit people from riging the system to their favor.

9.21 Does your solution have the ability to conduct "sand box analysis"? (local data entry/analysis prior to saving to central database)


9.22 Does your solution have the ability to add licensed or non-licensed users to access to proposed projects? (for review, approval, editing)

Y E1 OOB Licensed users will be able to access data, edit information, review and approve information. A non-licensed user will be able to revew information thru subscription reports.

9.23 Does your solution have the ability to input project request decisions?

Y E1 OOB Planview’s request intake system allows end users to request new work. That request can be routed to gather additional information, approvals, reviews, etc. The request can then be dispatched and turned into a new project request, program, ticket, product, application, etc.


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9.24 Does your solution have the ability for Stage-gate approval process for project requests / proposals (Investment Business Case (IBC) approval?

Y E1 OOB Planview Enterprise® is Certified Stage-Gate® Ready providing integrated ideation, product planning, resource management, financial management, and workflows to help your product organization automate and optimize the entire cross-functional idea-to-launch process. Planview modeled capabilities within Planview Enterprise to align with Stage-Gate International’s Innovation Diamond™ Framework, which covers four proven drivers of new product performance including:• Product Innovation and Technology Strategy - align new product development efforts with strategic goals, define the areas to focus innovation, and drive project selection and resource allocation decisions to support these initiatives as well as other programs.• Portfolio Management - evaluate, select, and prioritize new product development projects in conjunction with those in-flight. Planview Enterprise provides a centralized system with consistent reporting and metrics including a Growth-Share Matrix and SWOT analysis to help you ensure the portfolio is balanced across strategic buckets, that the value of the portfolio is maximized, and that resources aren’t being expended on low-value products. • Idea-to-Launch System: Stage-Gate - Portfolio management when coupled with a true idea-to-launch system enables an organization to do the right things and do


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them right. Planview Enterprise delivers an end-to-end process from idea-to-launch, and also takes the process two steps further to manage products once they are in the market, and through to end-of-life. Automate your unique gated process with Planview Enterprise’s configurable workflows — no coding, no scripting required. Planview Enterprise can support continuous process improvements, helping you identify bottlenecks and outstanding approvals or deliverables. Project teams and process managers alike can monitor progress across multiple projects using highly visual, product-centric reports that assist in measuring actual performance against plan allowing you to quickly react to change and make the right decisions with confidence. • Climate, Culture, and Leadership - The Planview PRISMS® enablement line provides your organization with solutions to improve adoption including best practices, classroom and computer-based training, and proven processes to promote technology adoption. You can also take advantage of a number of social platforms that encourage collaboration around new ideas and solutions to tough challenges — helping you get truly engage employees in the innovation process. Below is an example of a individual project Stage Gate Dashboard :


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9.25 Does your solution have the ability to track project requests (proposals) individually or by portfolio?

Y E1 OOB Project requests can be managed either individualy or you can create a portoflio and look at a group of them together.

9.26 Does your solution have the ability to configure or tailor scoring models?

Y E1 OOB Planview allows organizations to score projects, programs or outcomes (products, applications, technologies, etc.). They can be scored based on Financials, Metrics, Attributes, etc. You can use weighted measures as well. We offer the ability to walk users thru questionnaires to help calculate scores on certain attributes like Risk. Multiple scores and be captured and used to roll up to an overall score. Different scoring criteria can be used for


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different types of projects or for projects from different Lines of Business. The score can then be used within our Investment & Capacity Planning Manager to do Ranking, Prioritization and Capacity Planning.

9.27 Does your solution have the ability to provide quantitative measure of project priority? (not just project rank)

Y E1 OOB Planview supports both Quantitiative and Qualitative measures

9.28 Does your solution have the ability to account for project urgency as well as cost and value when computing priorities?

Y E1 OOB We can take into account any number of factors when calaculating a score or determining which project to move forward with. Please refer to line 9.08 for further details on scoring.

9.28 Does your solution have the ability to display individual sources of project and portfolio value? (e.g., financial, customer service, safety, etc.)

Y E1 OOB Each project, program, product, etc will have its own data associated to them. That data can then roll up to the portfolio level for reporting purposes

10 Project Planning


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10.01 Does your solution have the ability to support work plan development (e.g., via templates)? (Work plans, often shown as Gantt charts, show all the tasks involved in a project, who is responsible for each task, and when the tasks will be completed)

Y E1 OOB Planview Enterprise One has a full project management module. We can track and manage your entire project plan with our own native Critical Path Engine, Relationships (SS, FF, SF, FS), Inter-project Relationships, Lead/Lag Creation, Constraints (MSO, SNE, FNL, etc.), ability to create multiple Baselines, Gantt charts, Interactive Gantt Charts, Financials and Expenditures. We can capture details, notes, content and plan resources at every level of the plan. Planview can handle up to 99 levels within your WBS. Project plans can be created manually, via a template within Planview or brought over from MS Project. We also offer a bi-directional interface with MS project for those who need to work offline or send a plan to a non Planview user. We offer four different ways of planning resources. Requirements, Reserves, Allocations and Authorizations. 1) – Requirements – Allow managers to plan and request resources by role, skill, locations, etc. They can be created at any level and can be sent off to Resource Managers to fulfill. 2) – Reserves – Are done against the named individual at any level of the project plan. If the PM assigning the resource does not have read-write to the resource, a request will be sent to the RM for approval. The resource cannot report time, but effort will be deducted against the resource profile for


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planning / capacity purposes. 3) – Allocations – Are done against the named individual at the lowest level of the project plan. If the PM assigning the resource does not have read-write to the resource, a request will be sent to the RM for approval. The resource can report time and effort will be deducted from the resource profile for planning / capacity purposes. 4) – Authorizations – Can be made at any level. They are created against a named individual or any level within the Organizational Breakdown Structure. Will not deduct from resource availability, but will allow the resource to report time. We capture Actual Time and Financials for variance reporting as well as all of your Changes, Risks & Issues. Planview also supports all of your agile development work. Planview Enterprises LeanKit allows you to build your Kanban boards in minutes. Customize your boards, drag-and-drop cards across lanes, add comments and documents, implement WIP limits, and easily update your team on the status of a project. Pull all of your teams together for a team of team’s view. Manage Backlogs (User Stories / requirements) and Sprint Management In addition to providing its own native backlog & sprint management capabilities, Planview Enterprise One can also be integrated with other ALM tools (Jira, Rally, VersionOne) to provide an


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integrated portfolio view regardless of work type and work execution tool. Below is an example of our Work and Resource Management module:


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10.02 Does your solution have the ability to support compliance-based processes? (e.g., PMBOK, SDLC, ISO 9000, CMMI).

Y E1 OOB Planview supports multiple methodologies. We have several built into our product and templates. For example, our Changes, Risks and Issues area is based on PMBOK. However, your organization will have the ability to modify and add any methodology needed.

10.03 Does your solution have the permit any project plan to become a template?

Y E1 OOB Projects can be copied from a template or existing project plan. Projects can be converted in to templates by your Administrator.


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10.04 Does your solution support capacity planning reports, Current, and Forecast (monthly, quarterly, semi-annual)

Y E1 OOB Planview supports all sorts of capacity planning views, dashboards and reports. For further information on reports, please refer to line 1.11

10.05 Does your solution have the ability to indicate Task dependencies?

Y E1 OOB Please refer to line #10.01

10.06 Does your product have support for parent child relationships of tasks?

Y E1 OOB Projects can be marked as children to other projects and portfolios can be created to pull and report on the entire thing

10.07 Does your product have support for definition of recurring tasks?

Y E1 OOB Planview offers standard activities to capture and plan non-project work. This can be anything from Administrative Work to Vacation time. Standard Activities can be created against a resources schedule to help accurately represent each resource’s available time and support defining project plans with realistic resource schedule information. Standard activities will deduct from resources availability and time can be reported against them. They can also be restricted from reporting time against for certain individuals. For example, you may want to plan a contractor’s vacation, but not collect vacation time from them. Standard Activities are also depicted as brown so they can be easily distinguished from regular project or support work.

10.08 Does your solution have the ability to control plan creation, modification and deletion?

Y E1 OOB Please refer to line 10.01 for further details


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10.09 Does your solution have the ability to provide plan storage?

Y E1 OOB Planview allows your organization to setup business rules regarding archiving. Normally we set it up so that projects, programs, applications, etc. that are older than 3 yrs move to a different branch in the appropriate Hierarchy and then projects, programs, applications, etc. older than 5 yrs are archived to a separate data base. Reports can still be run against that database and projects, programs, applications, etc. can be brought back when and if needed.

10.10 Does your product have support for creating baselines - snapshots of cost, scope and schedule?

Y E1 OOB Planview can capture project baselines. There is no limit to the number of baselines that can be created and they can be automatically inserted into the workflow to ensure its capture. If they are captured thru the workflow, they can be approved. Baselines can be locked down as well. Baselines will capture not only the project schedule dates, but also the planned effort. This information can then be used to compare to the existing current plan or actuals. User can convert back to any baseline they have captured at any point.

10.11 Does your solution have the ability to provide project baseline tracking, version control, audit trail and plan history?

Y E1 OOB Please see line 10.10 for further details

10.12 Does your solution have the ability to link multi-level project and task plans?

Y E1 OOB Planview supports interproject relationships and associating projects to Programs, Departments, Products, Applications, Etc.


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10.13 Does your solution have the ability to compute total project costs? (e.g., via labor hours, rates, materials and other expenses)

Y E1 OOB Please see line #7.12 for further details Below is an example of a project financial budget:

10.14 Does your solution have the ability to define project-specific phases, gating processes and milestones?


10.15 Does your solution support timing and scheduling? (e.g., via Gantt charts and Pert charts)



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10.16 Does your solution support waterfall, agile, and hybrid (wagile) development methodologies?

Y E1 OOB Planview supports all methodologies

11 Resource Management 11.01 Does your solution have the ability for

optimizing the allocation of a projects resources; the ability to what-if scenarios for allocating the right resources to the proper projects at the right time to get maximum value?

Y E1 OOB Planview’s Investment & Capacity Planning Manager allows executives to do what-if analysis / capacity planning around their ideas, projects, products, programs and services. They can create and manage annual, quarterly, 5 Yr, etc. targets like Total Benefit, Total Cost, Capital Costs, Year 1 Benefit / Revenue, Manufacturing Costs, Resource Costs, Resource Efforts, etc. They rank the projects first based on user defined criteria. They can use any type of metrics, meta-data, scores, financials, etc. to help them determine which projects should be taken on. This is done on the Rank Pivot. They can then move projects above or below the line to see the effects on their targets. They can set up dependencies to indicate that one project, product, program cannot be taken on without another. This is done on the Analyze Pivot. If at any point they exceed one of their targets, Planview will notify them with an alert so that they can try to fix it. If it is a Resource constraint, then they can go to the Shift or Balance Pivot to level their resources out. This can be done by pulling resources from other areas / departments/ contractors / etc., shifting projects out or having Planview optimize


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your portfolio for you. This is all done in a what-if so nothing takes place until they promote the what-if. They can create an unlimited number of what-if’s and compare them against one another to help in the evaluation process. They can create an unlimited number of what-if’s and compare them against one another to help in the evaluation process. This can be done at the individual department level and/or across department levels. Below is an example of the Shift Pivot:


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11.02 Does your solution have the ability to specify resource demand categories? (e.g., projects, organization units, applications)

Y E1 OOB Yes resource effort can be catorgorized into different types of work


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11.03 Does your solution support a formal resource request system? (preparation of requests, aggregate views by demand categories and over time, etc.)

Y E1 OOB Planview can capture Meta Data about your resources. Like Roles, Skills, Location, Certificates, etc. They can be single select or multi-select drop down attributes and have proficiency values associated with them. This information can then be used in planning for resources, searching for resources, slicing resources into different groups for reporting and planning purposes. Resources can be FTE, contractors, non-human, etc. Multiple calendars can be created and assigned to each of your resources to account for company holidays and work schedules. They can be assigned to project and non-project work to have it decrement from their availability in order to track utilization, capacity and availability. We offer five different ways of planning resources. Requirements, Reserves, Allocations, Authorizations and Standard Activities. 1) – Requirements – Allow managers to plan and request resources by role, skill, locations, etc. They can be created at any level either total effort or % Utilization and can be sent off to Resource Managers to fulfill. 2) – Reserves – Are done against the named individual at any level of the project plan with either Remaining Effort or % Utilization. If the PM assigning the resource does not have read-write to the resource, a request will be sent to the RM for approval. The resource cannot report


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time, but effort will be deducted against the resource profile for planning / capacity purposes. We use Reserves to soft book resources. 3) – Allocations – Are done against the named individual at the lowest level of the project plan with Remaining Effort or % Utilization. If the PM assigning the resource does not have read-write to the resource, a request will be sent to the RM for approval. The resource can report time and effort will be deducted from the resource profile for planning / capacity purposes. Resources can enter ETC directly from their timesheets which can automatically update the allocation. 4) – Authorizations – Can be made at any level. They are created against a named individual or any level within the Organizational Breakdown Structure. Will not deduct from resource availability, but will allow the resource to report time. 5) – Standard Activities will allow you to decrement from a resources availability for non-project work like vacation, jury duty, general administrative duties, Support, etc. Once the Resource reports time against the task or project, the time will be approved and turned into actuals which can then be viewed via dashboards and reports. Variance dashboards and reports are also available between planned vs. actual effort and dollars. Below is an example of a Resource Managers landing page with


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appropriate notifications around Utilizations, requests, ect.:


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11.04 Does your solution have the ability to schedule requests based on priority, date, contribution or other criteria?

Y E1 OOB Resource managers can see the priority of the work coming in and can schedule based on it.

11.05 Does your solution have the ability to conduct statistical analysis of requests? (e.g., trend analysis of request types, response times, escalations)

Y E1 OOB Planview can be configured to report on response times and trend analysis. Below is one example of this how long it takes items in each stage of their lifecycle:


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11.06 Does your solution support top-down resource assignment? (e.g., provides search and sort based on roll, skill, location)


11.07 Does your solution support bottom-up resource assignment? (e.g., by allowing individuals to review and select from availability assignments)

Y E1 OOB Planview supports this requirement thru the use of Support Tickets. When support tickets or unplanned work, is created, a resource can simply choose from the open tickets and repot time to them.

11.08 Does your solution support time-phased resource booking to projects? (by manually loading resource assignments)


11.09 Does your solution have the ability to support resource booking to organizational requests? (for subsequent assignment to projects)



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11.10 Does your solution have the ability to include operational and administrative resource assignment? (in addition to project resource assignment)

Y E1 OOB Planview offers standard activities to capture and plan non-project work. This can be anything from Administrative Work to Vacation time. Standard Activities can be created against a resources schedule to help accurately represent each resource’s available time and support defining project plans with realistic resource schedule information. Standard activities will deduct from resources availability and time can be reported against them. They can also be restricted from reporting time against for certain individuals. For example, you may want to plan a contractor’s vacation, but not collect vacation time from them. Standard Activities are also depicted as brown so they can be easily distinguished from regular project or support work.

11.11 Does your solution have the ability to provide automated resource assignment? (based on availability and user defined criteria)

Y E1 OOB Planview provides the resource manager a list of best resources to assign based on availability and / or score (how well they meet the criteria)

11.12 Does your solution have the ability to capture all people resource categories and allow segmentation based on geography, organizational unit, resource pool, etc.?

Y E1 OOB Please see line #11.03 for further details. Below is an example of a Resource Detail View Page:


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11.13 Does your solution have the ability to assign and schedule resources?

Y E1 OOB Please see line #11.03 for further details.

11.14 Does your solution have the ability to view assigned tasks by resource?

Y E1 OOB Please see line #11.03 for further details. Below is an example of our Resource & Assignments page:


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11.15 Does your solution have the ability to view resource assignments by individual and project?

Y E1 OOB Our Resource an Assignments page allows RM's to see all of the work there resources are assigned to and allows them to group it differently like by Project, Customer, etc.

11.16 Does your solution have the ability to estimate resource labor costs and revenue potential at the project request (proposal) stage?

Y E1 OOB Resource estimates can be captured directly through the financial module. A project plan is not required. They can be captured based on role, skill, etc. Planview has a complete rate card system. 4 different rates can be captured against an individual resource or a particular Role, Team, Skill, etc. Planview can also capture different vendor rates as well as rate overrides for different projects based on the project


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contract. Planview can use a generic / blended rate as well if so desired.

11.17 Does your solution have the ability to manually change to resource assignments for individual projects after project initiation?

Y E1 OOB If project managers set up resource requirements initially, once the project is approved, the resource managers can be notified and they will then assign the appropriate resources based on the role, skill, etc. set up in the requirement.

11.18 Does your solution have the ability to support approval processes for the assignment of resources?

Y E1 OOB When PM's create Requirements, then they will automatically go to any RM that has that type of resource or the PM can specify which RM they want to send the request to. If the PM creates a Reserve or Allocation and has read-only access to the resource, then a notification is sent to the RM for approval.

11.19 Does your solution have the ability to synchronize availability schedules with personal calendars? (to incorporate non-project commitments, planned absences)

Y E1 OOB Planview uses Standard Activities to capture non-project commitments. Planview offers standard activities to capture and plan non-project work. This can be anything from Administrative Work to Vacation time. Standard Activities can be created against a resources schedule to help accurately represent each resource’s available time and support defining project plans with realistic resource schedule information. Standard activities will


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deduct from resources availability and time can be reported against them. They can also be restricted from reporting time against for certain individuals. For example, you may want to plan a contractor’s vacation, but not collect vacation time from them. Standard Activities are also depicted as brown so they can be easily distinguished from regular project or support work.

11.20 Does your solution have the ability to provide a portfolio-wide resource utilization report?

Y E1 OOB Planview provides multiple views into this type of information. The most widely used view is our Resource Management & Assignments screen. There you can see your Capacity and Utilization for every resource in your portfolio. You can expand the resource out to see what work makes up his/her utilization numbers. You can also group them by different meta data that you are tracking. For example if you want to see everything by Project, Customer, Role, Team, etc.


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11.21 Does your solution have the ability to summarize utilization levels by resource category and over time (current and forecast)?


11.22 Does your solution have the ability to compare resource supply-demand by resource category and identify gaps, bottlenecks, and over-allocated resources?


11.23 Does your solution have the ability to capture information for characterizing individual resources? (e.g., skills,



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certifications, education, rates, interests)

11.24 Does your solution have the ability to track resources by quarter, fiscal year, and biennium?

Y E1 OOB Planview can support all different time periods. When running reports, simply indicate the time frame needed.

11.25 Does your solution have the ability to provides dashboard view with drill down to individual resource availability? (e.g., by time, skill, location, assignments)


11.26 Does your solution have the ability to track evolution and development of individual resources? (e.g., experiences, skill growth)

Y E1 OOB This type of data can be captured against each resource within their individual Resource Detail page. Please see line #11.12 for further details

11.27 Does your solution have the ability to include non-human resources (normal, consumable, perishable) for non-human resource management?

Y E1 OOB Planview can track and manage human and non-human resources. Please see line # 11.03 for further details

11.28 Does your solution have the ability to support resource queries? (e.g., chargeable/non-chargeable hours)

Y E1 OOB Planview can query any and all information being captured around your resources and projects. Please see line #1.11 for additional information around reporting.

11.29 Does your solution have the ability to provide automated, rule-based routing of updates regarding individual resources? (e.g., change in availability, rate)

Y E1 OOB Planview provides all sorts of notificaitons and alerts around resource availability. Below is one example that a PM recieves when resources that are working on their projects are over allocated:


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11.30 Does your solution have the ability to supports obtaining time-to-complete estimates directly from individuals? (which may provide more accurate availability estimates)

Y E1 OOB Team members can enter ETC directly from their timesheets. This can then notify the PM's and RM's and update the project plan appropriately if approved.

12 Time Tracking


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12.01 Does your solution allow for user Time-tracking; allow users to record time spent on tasks?

Y E1 OOB Planview’s Team member experience allows them to collaborate, access content and report time. Timesheets are based on a weekly view and consist of Project, Non-Project (vacation, administration time, training, etc.) and Support Ticket items. An end user’s timesheet will automatically be populated with the work items that he/she is assigned/allocated to for that week, items that they reported time to the previous week and items that they mark as favorites. If they work on something that they were not scheduled to work on that week, they can manually pull it onto their timesheet for reporting purposes. They will only be able to report time to items that they have been Allocated (assigned) or Authorized to. The system will let them know how much effort is remaining on each of their assignments. Support tickets can be created directly from timesheet as well so that they can immediately report time to them. Planview’s timesheets are used for more than just capturing actual hours. We also use them for Statusing back to the PM’s. The resource can have the ability to mark work items “Complete” as well as enter “Estimates to Complete”. They can enter remarks, create issues and/or view & update Story’s /Cards / Action Items directly from the timesheet. Time can be reported on a daily or weekly basis. Time can be categorized as either


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Standard or Overtime. Anyone with a Planview license can report time. That includes full time employees, part time employees or contractors. Timesheets can be accessed directly thru the application and our optimized for mobile devices. They will then be approved either manually or automatically depending upon your business rules. If approvals are captured manually, then they will be routed to either the Resource Manager to approve the entire timesheet or to the Project Manager and Resource Manager. If that is the case, the PM’s will approve project work and the RM’s will approve non-project work. It can also be set up to do disapprovals on exception basis. These are all business rules that you will put in place and set up, within the system. Either way, once the time is approved, it will automatically update the project plan’s schedule and actual cost accordingly. Planview can also look at Billable vs non-billable and/or capital vs. expense work and report the appropriate dollars as needed. Planview supports other business rules like, a user must report at least 40 hrs. per week or they cannot report time to vacation for contractors. Timesheets can be locked down after certain number of weeks in the past. For example, locking down last month’s timesheets for your financial team’s month end reporting.


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12.02 Does your solution ability to export project data to time sheet systems (e.g., Ability to load time sheet with employee allocated activities).

Y E1 Custom

This would possibly reguire an interface to the other system.

12.03 Does your solution ability to provide employee time reporting

Y E1 OOB Please see line #12.01 for further information on reporting time. Below is an example of a timesheet:

13 Risk Analysis and Management


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13.01 Does your solution have the ability to quantify project risk?

Y E1 OOB Enterprise One can capture all Change, Risk and Issues (CRI) at any level of the project plan. Currently our CRI is based on PIMBOK, but the information that is captured against them can be completely configured to meet your needs. There is no limit to the amount of information that can be captured including financials’, KPI's, Metrics, Meta Data, etc. The information and forms can be different for each type. They can include things like mitigation, score, probability, severity, etc. We offer full workflow around them to ensure the correct information is collected; approvals and reviews are happening, schedules & financials are being updated, etc. CRI information can roll up to the parent level and portfolio level for reporting purposes. Team members can create Issues directly from their timesheet if so desired. CRI can be transferred to an Issue, Risk or Change and they can be moved to other projects or between phases and tasks within a project. Currently our risk scores are being calculated based on probability and impact, however, they can be modified to meet your needs. Risks scores can be calculated based on a series of questions if necessary.

13.02 Does your solution a support risk mitigation planning?

Y E1 OOB Please see line #13.01 for further details around changes, risks & issues. Below is an example screen where we capture Mitigation plans:


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13.03 Can you solution support multiple risk and complexity assessments at various project stages?

Y E1 OOB Multiple risks can be captured at various stages of the projects lifecycle. Please see line #13.01 for further details


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13.04 Does your solution have the ability to quantify project deferral risk? (risks if the project is not conducted)

Y E1 OOB Planview can captured those types of risks within a configured form. Your admin will have the ability to create an unlimited number of attributes and fields and create various forms to capture different types of information around your work so that you can manage and report on it.

13.05 Does your solution have the ability to evaluate risk-reward tradeoffs?

Y E1 OOB Planview can evaluate what your tradeoffs are via our Investment Capacity Planning module. You will be able to capture a projects risks and benefit and then compare doing a project vs not within a what-if / scenario. You will then have the ability to compare multiple scenarios against one another to decied which mix of work will give you the best benefit with the smallest amount of risk. Below is an example of our ICP tradeoff dashboards:


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13.06 Does your solution have the ability to identify and track project risks and risk related activity by task, project, program, and portfolio?

Y E1 OOB Risks can be created at any level of a project plan and can then roll up to the portfolio and program for reporting purposes.

13.07 Does your solution provide Critical path management that allows for process planning that defines critical and non-critical tasks with the goal of preventing time-frame problems and process bottlenecks?

Y E1 OOB Planview has its own critical path / scheduling Engine. It will graphicall display red, what is on critical path within our Gantt chart. Please see below for an example:


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13.08 Does your solution have the ability to support risk monitoring and on-going multi-project risk management?

Y E1 OOB Please see line # 13.01 for further details

13.09 Does your solution have the ability to support converting risks to issues for tracking and management?

Y E1 OOB Please see line # 13.01 for further details

14 Project Evaluation 14.01 Does your solution have the ability to

provide project evaluation metrics? Y E1 OOB Planview provides metrics around the

project not only directly thru the end users ribbon / dashboards, but also via reports. Below is one example of a PM's ribbon that identifies problem areas that the PM needs to address in regards to his/her projects:


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14.02 Does your solution support customizable/user-defined metrics?

Y E1 OOB Yes through the use of chooseing which tiles to display on their ribbon and the ability to create their own reporting tiles.

14.03 Does your solution address non-financial project benefits. (e.g., impacts on corporate image, service quality, learning, safety, etc.)

Y E1 OOB These type of non-financial benefits or metrics can be captured directly within the tool by using configurable attributes, fields and forms.

14.04 Does your solution capture and model alignment with strategy and/or strategic objectives

Y E1 OOB Our Strategy Breakdown Structure allows organizations to build out a Strategy plan with Programs, Strategies, Objectives, etc. The naming conventions are configurable to each organization. Within this planning hierarchy, one can plan and manage at any level of that structure. We can create and manage workflow processes, financials with rollup or push down capability, schedules, details and Meta Data, etc. Planview offers a separate ribbon with configurable dashboards around this information. You can align projects, products, applications, technology, etc.


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with one or more programs and quickly see what projects/products/applications/etc. are supporting each Programs and Strategy. The projects/products/applications/etc. major milestones can roll up to the Program schedule timeline for a consolidated roadmap view.

14.05 Does your solution quantify project value in dollar units (to allow direct comparison with project cost)

Y E1 OOB This is accomplished via reports

14.06 Does your solution have the ability to conduct value estimation based on comparing doing vs. not doing project (not doing project can produce negative value)?

Y E1 OOB This would be another metric or financial field that is captured and reported on

14.07 Does your solution have the ability to adjust project value based on risk and risk tolerance (risk-adjusted project value)?

N E1 No Planview can capture a risk project value, but it would have to be manually adjusted. It would not automatically adjust based on the risk value.


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14.08 Does your solution have the ability to evaluate project choices (e.g., choice among alternative project versions, do a project now vs. do it next year)?

Y E1 OOB Planview’s Investment & Capacity Planning Manager allows executives to do what-if analysis / capacity planning around their ideas, projects, products, programs and services. They can create and manage annual, quarterly, 5 Yr, etc. targets like Total Benefit, Total Cost, Capital Costs, Year 1 Benefit / Revenue, Manufacturing Costs, Resource Costs, Resource Efforts, NPV, ROI, etc. They rank the projects first based on user defined criteria. They can use any type of metrics, meta-data, scores, financials, etc. to help them determine which projects should be taken on. This is done on the Rank Pivot. They can then move projects above or below the line to see the effects on their targets. They can set up dependencies to indicate that one project, product, program cannot be taken on without another. This is done on the Analyze Pivot. If at any point they exceed one of their targets, Planview will notify them with an alert so that they can try to fix it. If it is a Resource constraint, then they can go to the Shift or Balance Pivot to level their resources out. This can be done by pulling resources from other areas / departments/ contractors / etc., shifting projects out or having Planview optimize your portfolio for you. This is all done in a what-if so nothing takes place until they promote the what-if. They can create an unlimited number of what-if’s and compare


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them against one another to help in the evaluation process. They can create an unlimited number of what-if’s and compare them against one another to help in the evaluation process. This can be done at the individual department level and/or across department levels. Below is an example of the Analyze Pivot:


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14.09 Does your solution have the ability to account for project choice dependencies (e.g., project B may be selected only if project A is selected)?


14.10 Does your solution have the ability to evaluate and optimize multi-year plans and scenarios?


14.11 Does your solution have the ability to conduct business case cash-flow analysis over project/asset life-cycle with summary metrics. (e.g., NPV, IRR, payback period)


15 Project Monitoring/Status Reporting


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15.01 Does your solution have the ability present a portfolio-wide project list showing project life-cycle status? (Requested, Pending Review, Declined, Project Initiation Approval), Detailed Planning Approval, Execution & Control, Closeout, Closed, etc.)

Y E1 OOB This type of information can be seen directly thru reports or our Portfolio Manager Tile. Within the Portfolio Manager Tile, the end user can pick and choose which data to display around their projects, products, programs, etc. This is all done within a Column Set. Planview’s column sets allow managers to view information about their projects, programs, products, resources, applications, etc. They can be created by a Planview Administrator and pushed out to the end users or the end users can create their own. Column sets depict what information is currently being displayed about the projects, programs, products, resources, applications, etc. being viewed. The type of information that can be viewed within a column, include but are not limited to the following: Financials information, schedule information, meta data captured thru alternate structures and configurable fields, metrics, links, etc. By allowing managers to create their own column sets, they can virtually create their own reports which can then be exported or printed. Columns are displayed in a grid like fashion similar to excel. Data changed at a parent level will modify the child level. Some information can be modified at each level of the project plan. Managers can group their projects based on any of the attribute columns and have the financial roll up to each of those groupings for


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summary totals. Below is an example of how easy it is for and end user to modify which information they want to look at:


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15.02 Does your solution allow the Portfolio Manager to specify a particular type of project methodology for a given project (i.e., waterfall, agile/scrum, kanban, etc.)?

Y E1 OOB Planview supports multiple methodologies. This includes Waterfall, Agile, Stage-Gate, Lean, Six Sigma, etc. We have some best practices regarding Waterfall, Agile & Stage-Gate. These include workflows, configured forms, dashboards, reports, etc. Any methodology can be built into the tool and our existing supporting materials can be modified to meet your exact needs. Planview is unique in its approach to various Work & Resource Methodologies and relating this work to align and record


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strategic and financial metrics providing enterprise visibility. Regardless if following traditional PMBOK style PPM (waterfall) methods or embracing agile at the team, program, solution or portfolio level (SAFe) we can bridge the gap for companies undergoing a Agile Transformation and provide a cross methodology, multiple line of business governance solution with detailed financial planning throughout.

15.03 Does your solution have the ability to manually/auto load and selectively change project data? (start/end dates, etc.).

Y E1 OOB We can automatically change schedule datas and information via an integration as well as progression. The Progressing Engine is a fundamental part of the project planning and execution process. It helps project and resource managers to gain an understanding of the "progress" of projects in Planview Enterprise One Portfolio and Resource Management, and assists in the maintenance of the future schedule of the work that remains to be done to deliver the project. Then, typically operated on a weekly cadence: • These resources “Do Work to deliver the project • Resources, through their timesheets, and project managers must “Capture Data on the Progress of Work” and the Progressing Engine processes these progress inputs • It is the role of the project manager to Review Progress of Work and to Re-plan Remaining Scheduled Work, ensuring that


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delivery dates and the remaining effort required to deliver the project are realistic • Project managers need to Manage Exceptions (change requests, risks and issues) and Report on Project Progress The Progressing Engine is a key part of this continuous process since it helps the project manager by taking all of the inputs on progress, and processes them to determine the "progress" of the work; what has been done and what remains to be done.

15.04 Does your solution have the ability to capture, compute and report real-time actuals? (e.g., costs, effort, schedule status)

Y E1 OOB Planview canptures actuals of labor normally via timesheets or manually entered. We can also bring this information over from another system if so desired. We usually capture actual financial with an interface to your GL, but again, it can be manually entered if so desired.

15.05 Does your solution have the ability to aggregate cost, effort and schedule data across projects (e.g., Gantt data roll-up)?

Y E1 OOB Yes costs and schedules can roll up to through any of the main heirarchies and / or attribute groupings

15.06 Does your solution have the ability to calculate performance ratios manually or automatically at specified points in time

Y E1 OOB As planview can calculate ROI, NPV, IRR, Burndown charts, Earned Value, etc.


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or at project milestones?

15.07 Does your solution have the ability to view project status updates within a single or multiple portfolios?

Y E1 OOB Please refer to line 1.1 for further details on reporting. Below is an example of a portfolio level status report with the ability to drill down into any of the projects for further details:

15.08 Does your solution have the ability to provide dashboard view of status of all projects with the ability to drill down, allowing quick visibility to high level status and performance of KPIs and metrics?

Y E1 OOB Please refer to line 1.1 for further details on reporting.


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15.09 Does your solution have the ability to compute/display estimates of remaining work? (hours to completion, percent of wok completed, end-date forecasting, etc.)

Y E1 OOB Planview has the ability to capture, compute and report on all of those metrics, KPI's ,etc.

15.10 Does your solution have the ability to provide comparison of actual vs. planned progress with variance analysis, alerts and rule-based notification?

Y E1 OOB Planview can capture schedule and budget variances and alerts managers of slippage or overages via the Tiles on the Ribbon. Below is an example of such tiles:

15.11 Does your solution have the ability to provide project reporting/forecasting according to government contracting requirements? (e.g., earned value analysis).

Y E1 OOB Please refer to line 1.1 for further details on reporting.

15.12 Does your solution have the ability to capture and transmit project costs, expenses, commitments, etc., for accounting?

Y E1 OOB Please refer to line 7.12 for further details around financials

15.13 Does your solution have the ability to support payroll and billing? (e.g., expense reporting).

N E1 No We can intgrate with an expense system and bring that information into Planview to have on consolidated view into all project details


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15.14 Does your solution have support for managing SCRUM sprints?

Y LeanKit OOB Planview Enterprises LeanKit allows you to build your Kanban board in minutes. Customize your boards, drag-and-drop cards across lanes, add comments and documents, implement WIP limits, and easily update your team on the status of a project. Pull all of your teams together for a team of team’s view. Manage Backlogs (User Stories / requirements) and Sprint Management In addition to providing its own native backlog & sprint management capabilities, Planview Enterprise One can also be integrated with other ALM tools (Jira, Rally, VersionOne) to provide an integrated portfolio view regardless of work type and work execution tool. Below is an example of our Team of Teams board where 2 different teams work differently and in different tools and yet we bring it all back together for reporting and decision making:


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15.15 Does your solution have support for Kanban visualization of tasks?

Y LeanKit and/or E1/Projecplace

OOB Please see line #15.14 for further details on LeanKit. Below is an example of ProjectPlan Kanban view which is fully integrated with E1:


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15.16 Does your solution have the ability to update task status.

Y E1 OOB Please refer to line #10.01 for further details on Project Management

15.17 Does your solution have the ability to use project status and project forecasts to update financial budget forecasts?

Y E1 OOB Please refer to line #7.12 for further details on Financials


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15.18 Does your solution have the ability to adjust, scope, schedule, budget through formalized change management (governance)?

Y E1 OOB Enterprise One can capture all Change, Risk and Issues (CRI) at any level of the project plan. Currently our CRI is based on PIMBOK, but the information that is captured against them can be completely configured to meet your needs. There is no limit to the amount of information that can be captured including financials’, KPI's, Metrics, Meta Data, etc. The information and forms can be different for each type. They can include things like mitigation, score, probability, severity, etc. We offer full workflow around them to ensure the correct information is collected; approvals and reviews are happening, schedules & financials are being updated, etc. CRI information can roll up to the parent level and portfolio level for reporting purposes. Team members can create Issues directly from their timesheet if so desired. CRI can be transferred to an Issue, Risk or Change and they can be moved to other projects or between phases and tasks within a project. Currently our risk scores are being calculated based on probability and impact, however, they can be modified to meet your needs. Risks scores can be calculated based on a series of questions if necessary.

15.19 Support for managing SCRUM burn-down reports?

Y LeanKit OOB Please see below for an example of a burndown chart and how Planview provides in-line training:


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15.20 Does your solution have the ability to support issue tracking and management? (e.g., issue definition, assigning to issue owners, converting issues to tasks)

Y E1 OOB Please see line #15.18 for further details on CRI

15.21 Ability to capture and transmit project costs, expenses, commitments, etc., for accounting.

Y E1 OOB Please refer to line #7.12 for further details on Financials

15.22 Does your solution have the ability for multiple project status reviewers to enter comments?

Y E1 OOB This is all configurable by your administrator


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15.23 Does your solution provide the ability for the Project Manager to input project status on a periodic basis?

Y E1 OOB We can track hisotry around the status as well

15.24 Does your solution provide the ability for the PM to input project status on a periodic basis?

Y E1 OOB We can track hisotry around the status as well

15.25 Does your solution provide functionality to support generation of reports on a set schedule?

Y E1 OOB Reports can be set up on a subscription basis to be automatically sent out on a daily , weekly ,bi-weekly, etc. basis

15.26 Does the end user carry out report generation or can reports be generated and distributed automatically?

Y E1 OOB Automatically

15.27 Does your solution allow for the creation of dynamic, drill-down management reports across all reports? Which reports provide drill-down functionality?

Y E1 OOB Planview provides over 150 different reports in which almost all provide the ability to drill down for further information. Please see line #1.11 for further details on reporting

15.28 Are technical skill sets necessary for users to write reports; if so please describe? Are any coding languages or unique skillsets necessary to generate, develop, or run reports?

N E1 OOB There are no skill sets necessary to create reports. End users can easily create reports them self directly thru the UI. Please see line #1.11 for further details on reporting

15.29 Does your solution support searching by document indices and full-text contextual search?

Y E1 OOB Enterprise One has its own content repository with the ability to track versions, check-in / check-out, last accessed, last modified, full text search, key word search, Access Grants, etc. Content can be tracked against requests, projects, any level of a project plan, resources, products, programs, assets, risks, changes, issues, etc. Content can be utilized either thru workflow or on its own. Attachments can be practically


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anything. Enterprise One supports the ability to attach files and embedded documents in standard formats (Microsoft, PDF, image formats, etc.) leveraging either its native content management capability or integrating to another one. Below is an example of our content repository:

15.30 Does your solution have the ability to provide change management? (change reporting, approvals, change impact analysis)

Y E1 OOB Change approvals can be set up via workflow and dashboards / tiles can be created to notify individuals of changes that have occurred.


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15.31 Does your solution have the ability to use project status and project forecasts to update financial budget forecasts.

Y E1 OOB Yes. Please see line #7.12 for further details on financials

15.32 Does your solution have the ability to create Milestone Summaries?

Y E1 OOB Below is one example of a portfolio level milestone dashboard. This one shows all of the milestones due this period:

16 Project Closeout/Knowledge Management

16.01 Does your solution have the ability to support verification of project deliverable acceptance criteria.

Y E1 OOB This is all captured through our workflow capabilities. Once a project is marked complete, it will kick off the project close out workflow which can consist of getting approvals, lessons learned, etc.

16.02 Does your solution have the ability to provide project outcome performance monitoring/reporting (e.g., project payback, benefits tracking)

Y E1 Congig.

All of this is configurable by your administrator.

16.03 Does your solution have the ability to support post-implementation reviews and lessons learned.

Y E1 OOB This is all captured through our workflow capabilities. Once a project is marked complete, it will kick off the project close out workflow which can consist of getting


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approvals, lessons learned, etc.

16.04 Does your solution have the ability to support project management knowledge database (data storage and mining).

Y E1 OOB Yes individuals can search across all old / closed projects and use the information as templates, etc.

16.05 Does your solution have the ability to interface at close-out with an asset tracking system (obsolete assets can be retired, new assets can be added (made active)?

Y E1 OOB Enterprise One’s Capability & Technology Management Module provides your organization with the ability to capture all your technology and applications. It then enables you to: 1. Define technology and capability roadmaps that support corporate strategy 2. Deliver a flexible application and technology portfolio optimized for business strategy and capabilities 3. Identify & Manage Redundancies and Compatibility Management 4. Analyze business capability gaps and the technology changes required to close those gaps 5. Reduce the risk and business impact of rapidly accelerating innovation in technology 6. Engage with the broader organization to drive change

Technical


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D. Technical

SUPPLIER NAME

A B Req# High Level Category / Requirement Y,

F or N

Product/Service Name

OOB, Config., Custom or No

Comments and Explanations

1 General 1.01 Approximately how many projects per

portfolio can your solution accommodate? No limit

1.02 Does your solution have a pricing structure for licenses? How does license structure per user work? What is the cost differential of pricing for various number of users? And also different number of locations?

Please see the attached pricing spreadsheet.

1.03 Do you have a schedule of data storage costs for your solution?

No.

2 Application Technology Requirements


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2.01 Please provide us with a description of the overall technical architecture of your solution.

Planview Enterprise One is a cloud or on-premise based portfolio management platform. Your business is driven by a broad range of portfolios – investments, projects, applications, products, and services are just a few examples. Planview Enterprise One is an end-to-end portfolio and resource management solution that allows you to integrate the planning and execution of those portfolios. The impact of any business application is measured by its ability to turn data into information that leads to better decisions. Unique to Planview Enterprise, and a major benefit to you, is a focus on rich portfolio analytics and reporting that provides the visibility you need to make the decisions that drive the business forward.

2.02 Does you solution interact with Oracle/PeopleSoft financial application (Cardinal)? Please provide us with a system diagram depicting how your solution interacts.

Y

2.03 Historically, how often has the product rolled out a new version release? Give examples of recent release cycles.

A version of Planview Enterprise One is released twice per year – in spring and in fall. Updates are created monthly on the most recent version, every two months on the previous version, and every four months on earlier versions that are still under development support. Patches are created on an as-needed basis.


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2.04 Does proposed solution have a digital data dictionary of business terms immediately available for review and consumption into an internal user business data glossary? If so, what is the method of consumption?

N

2.05 Does proposed solution provide data quality constraints that limit data entry errors, and what types are supported?

N

2.06 Does your solution have the capability to enter and process negative numbers?

Y E1 OOB Planview can support negative numbers

2.07 Describe any maintenance required to maintain your application in an optimal configuration, such as additional third-party appliances, software, services, or specialized training for technical staff.

2.08 Does your solution have variable length tables?

Y

2.09 Does your solution have the capability to enter and process negative numbers?

Y E1 OOB Planview can support negative numbers

3 Operations, Maintenance and Support


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3.01 Does your solution offer technical support? Describe the technical support provided for the system. Include where the support is physically located, the number of staff you employ to provide support and a diagram depicting the support process.

Y Planview Customer Care has an extensive and experienced support structure with an average tenure of over 7 years. Please see the Planview Customer Care Description of Support Services document with more information. Due to the complexity of the application, Planview Customer Care has a Team-Based Modular Support platform with a Dispatch ticket method. This means the customer will talk to people during support hours. Planview Customer Care has 50 support consultants globally supporting Planview Enterprise. This includes Technical and Application Functional support. Planview Customer Care (Level 1-3) is available. US\APAC (Austin, TX.) - Sunday, 5 PM to 1 AM Central Time Monday - Thursday, 7 AM - 1 AM Central Time Friday, 7 AM - 7 PM Central Time. The on-line Customer Portal is available 24/7. Europe (Karlsruhe Germany) - Monday through Friday from 8 AM to 6 PM CET . This includes phone and email. The on-line Customer Portal is available 24/7. Customer’s tickets with Standard Support Maintenance will be handled


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by Level 1 support consultants with a direct escalation path to Level 2 or 3. Customer tickets with Platinum Maintenance will be handled directly by Level 2 with a direct escalation path to Level 3 or Management.

3.02 Is your technical support available 24 hours per day; 7 days per week? Describe your technical support including hours of operation (e.g. 24x7, business hours only) and methods of communication (phone, e-mail only, cell phone, pagers). Indicate guaranteed response times based on severity (SLAs).

Y


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3.03 Does your solution provide monthly reporting/metrics? What type of monthly reporting do you provide for SLA metrics?

Y

3.04 Does your solution have contex sensitive help? Describe the system documentation and user guides that are provided.

Y

3.05 Does proposed solution provide unique and user-friendly error messaging? Please explain.

Y

3.06 Can error messages be configured/customized based on the user's organization needs?

Y

4 Business Continuity and Disaster Recovery 4.01 Does your solution provide the capability to

return all commonwealth data stored on the platform to VITA in a standardized electronic format?

Y At the end of term in SQL format

4.02 Does your solution SLA cover fail-over/resilience for each solution component proposed in your design?

Y SLA is for the entire solution not per component

4.03 Does your solution SLA cover common points of failure? If so, identify common points of failure in your overall proposed design of your solution.

N SLA is for the entire solution not per component

4.04 Does your solution offer data retrieval? How many years back can data be retrieved and what is the cost (if applicable) associated with the storage and retrieval?

N


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4.05 Identify in your proposal the application backup and recovery process as part of your solution, as well as SLA.

Y Uptime SLA is 99.8%. RTO is 72 hours; RPO is 4 hours. Planview Enterprise One backup processes include taking incremental SQL backups every 4 hours. These backups can be used as a restore point. The Planview Enterprise One Data Protection Manager (DPM) is configured to perform differential backups every four hours and a daily full backup. The full backup is retained at the colocation facility for 7 days before it is shipped to the offsite storage facility and retained for 30 days.

4.06 4.07 Please provide expected min-max timeframes,

frequency, method and storage requirements for recovery processing

RTO is 72 hours; RPO is 4 hours.

4.08 Specify the guaranteed uptime for your solution on an annual basis.

99.80%

4.09 Explain your plan for remedying unplanned outages and the maximum time we can expect for any particular outage.

Refer to the MSA for remedy for failure to meet target calculations.

5 Security 5.01 Does your solution support at minimum 256-

bit data encryption and utilize at minimum TLS 1.2 for network data transmission?

Y TLS 1.2 is available upon request.

5.02 Does your solution allow the administrator to deactivate or change authorization for a user or user group?

Y


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5.03 Is your solution capable of auditing all administrator activity, authentication checks, authorization checks, data deletions, data access, data changes, and permission changes?

Y Multiple solutions are in place monitoring multiple aspects of the solution.

5.04 Does your solution generate audit records containing information that establishes what type of event occurred, when the event occurred, where the event occurred, the source of the event, the outcome of the event, and the identity of any individuals or subjects associated with the event?

N User audit capabilities can be defined by the customer administrator.

5.05 Is your solution capable of integration with a Security Information and Event Management (SIEM) platform for the central collection and correlation of audit data? If yes, please provide a list of SIEM platforms have you successfully integrated with.

N Planview has an internal SIEM in place. Integration with a customer's SIEM is not supported.

5.06 Does your solution provide for role-based access control? Please describe all roles along with their designed responsibilities and security privileges within your solution.

Y User documentation regarding roles and permissions is available to registerd users on success.planview.com.

5.07 Does your solution have the capability to encrypt data at the field level?

N

5.08 Does your solution have the capability to encrypt data at the row/column level?

N

5.09 Does your solution have the capability to encrypt data at the table level?

N

5.10 Does your solution have the capability to encyrpt data at the database level?

Y


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Documents

Project Solution Template