Planview: PPM Tool

Project: Creating a unique product, service or feature (time-limited). Projects also satisfy at least one of the following criteria:

• New application or vendor-hosted solution
• High volume request – a higher level than typical business operations
  • Examples:
    • Replace white box workstations at the law school (100 plus units)
    • Windows 7 workstation replacements across campus
    • Significant storage upgrade for the internal cloud (25-50 devices)
• Opening a new facility
• High Risk – mission-critical change; high/broad impact
• Work that requires high visibility by senior leadership for tracking progress, issues, risks, costs, etc.
• Origin: IT Strategic Governance
• New service or service offering related to an existing service

Once a project has been approved and funded, you may request that the project be entered into Planview for management and time entry. You will request approved and funded projects through the Requests tab within Planview.

Service Operations Activities: The day-to-day activities around management of an IT Service or System, as well as short-term enhancements to keep them relevant. 

• Service Operations Activities will be managed in the Planview system. Within a Service Operations Activity in Planview, there will be broad, year-long tasks, such as Run/Fix tasks (e.g., service desk, monitoring, provisioning, etc.) and Enhance tasks. The naming of the tasks, as well as the task breakdown structure is at the discretion of the Resource Manager.
• Resource Managers will serve as Project Managers in Planview for their area’s Service Operations. 

Each individual in the Planview system is assigned a primary “role” referring to the primary skills set the individual uses to perform work. Note that an individual’s role for capacity planning is not the same as the HR job title. Summarizing the roles across the IT organization allows for forecasting capacity and demand across portfolios of work.