Possibility of having projects and associated sub-projects in Portfolios

Yes, Planview Portfolios can support this type of structure and reporting in a couple of different ways.

Holistic View Across Projects Planview’s Strategic Management capability is well suited for scenarios where you want to view a “parent” initiative with multiple related projects. It allows you to roll up key KPIs—such as financials, schedule health, and capacity—across all projects associated with a Program or similar higher‑level entity. This provides both an overall view of the main initiative and visibility into individual project performance. The reporting available here is robust and largely out‑of‑the‑box, typically requiring only light configuration.

Structuring Projects with Workflow and Templates Another approach is to use workflow stage gates to represent decision points in a project’s lifecycle. At these points, actions can be configured to paste predefined WBS project templates into an existing project. This allows you to effectively introduce additional scoped work (similar to sub‑projects) at the right time. Templates can be inserted anywhere in the lifecycle, or you can allow manual template pastes if more flexibility is needed. All standard project‑level reports remain available for tracking progress and attributes.

Reporting Both approaches support reporting on individual projects as well as rolled‑up views. In addition to the out‑of‑the‑box reporting options, Planview also supports custom reports if the standard reports don’t fully meet your reporting requirements.

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Sean Swank
Winmill