Product
Comprehensive & Flexible Features
Project Playbook has been designed and refined by the people actually doing the Project Portfolio Management in leading Fortune 500 companies and other large global organizations. Our features have been reinvented and optimized multiple times through more than a hundred customer engagements to provide the optimal user centered functionality for maximum adoption. Project Playbook is flexible to fit the way your people work to transform your organization and gain competitive advantage.
Flexible Lifecycle Support
Rapidly plan, build, test, deploy, and operate integrated applications whether you follow Agile, Product, Waterfall, or Hybrid methodologies.
Automated Reporting
Leverage powerful analytics in the form of reports, charts, and dashboards with ability to roll-up, drill-down, filter, and export as needed.
Optimized Collaboration
Improve visibility, transparency, and accountability across all of your projects, programs, and portfolios.
Quality Monitoring
Reduce the cost of quality by monitoring deliverables and other work products.
Integrated Finance
Define and manage project costs by capturing budgets, estimates, and actuals over time, so that investments can be optimized.
System Integration
Project Playbook is built to exchange data with enterprise systems using APIs and other common methods of system integration.
Transition to Productivity
Replace chaotic "document and email" based processes with a centralized hub for project and collaboration. Easily roll-up and drill-down project, program, portfolio, and enterprise data based on your organization's structure. Improve visibility, transparency, and accountability across all of your projects, programs, and portfolios.


Optimize Resources and Delivery
Transition from an outdated, PM-centric approach to a modern, team-focused solution which ignites the whole team. Eliminate single point of failure bottlenecks where all information must pass through the PM in favor of a self-service model. Obtain a view of all resources (labor, equipment, materials) and their associated capacity, demand, and utilization over time.
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Align all activities to the strategy of your organization. Track, analyze, and manage all investments, outcomes, capabilities, schedules, technology, metrics, and financials to enable strategy realization.
Strategic Planning
Align all aspects of your portfolio to your chosen strategy and ensure compliance.
Road Mapping
Assemble roadmaps for product development and business transformation to align investments, projects and resources.
Program Management
Follow the Project Playbook lead in improving program and project management maturity. Customize the Project Playbook framework to match your methodologies and processes.
Investment Prioritization
Rack and stack investments using intended business value as a driver. Run simulations on scenarios to select the most advantageous options for your organization.
Financial Planning
Set budgets, calculate forecasts, and track actuals to understand the financial impacts of each component of your portfolio.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources. Analyze current resources allocations and plan for future needs.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Resource Optimization
Manage capacity, demand, and utilization for all enterprise resources.
Work Efficiently and Collaboratively
Apply Lean-Agile principles to your teams helping them to work smarter and deliver value faster. Project Playbook delivers a flexible work management platform that enables Agile collaboration and contributes to high performing teams with good morale.


Drive Innovation, Transformation Speed, and Strategic Alignment
Build agility using the Project Playbook platform. Fund value streams and products, define roadmaps, and balance capacity. Use the analytics to gain insight into the progress of initiatives and monitor KPIs on organizational processes.
Visually Manage Value Delivery
Leverage user friendly kanban, list, and graph views to understand status and connect priorities across enterprise projects. Project Playbook is designed to scale with your organization to the global level.


Integrate Strategy, Planning, and Delivery
Take a top down approach to ensure the teams are focused on the highest priorities. Streamline scope to quickly evaluate demand and adjust based on estimates and actuals.