Seamless integration with your critical enterprise applications

• Automatically generate MS Office 365 documents based on your Planisware data (Excel, Word, Powerpoint). 
• Import data from MS office documents into Planisware. Use cases include project data updates and mass upload of administrative data via excel. 
• Automatically send emails based on your Planisware workflows and actions. Request information and approvals via email. Provide information and approvals directly in Outlook!

Available for Enterprise & Orchestra

Native bidirectional integration with Microsoft Teams.

Collaborate on your Planisware projects, activities, risks and documents, all within MS Teams. Automatically create channels for each of your projects & work on your Planisware projects from the Teams interface. 

Learn more about the connector.

Available for Enterprise and Orchestra

Automatically create channels for each of your projects & work on your Planisware projects from the Slack interface. 

Available for Enterprise 

Automatically generate Google Suite documents based on your Planisware data (Sheets, Docs, Slides). 

Import data from Google Suite documents into Planisware. Use cases include project data updates and mass upload of administrative data.

Available for Enterprise & Orchestra

Integrate OnePager with Planisware's project data. Learn more about the connector

The data exchange with OnePager occurs via Planisware’s standard API, which requires an ODATA license.

Here are some of the key advantages of OnePager's connection:

• Fewer steps, fewer clicks, and fewer opportunities for error
• Swimlanes can automatically be generated based on the existing summary tasks in Planisware instead of relying on a text field or a formula to calculate the parent task. Sub-swimlanes can show several levels of summary of tasks, again, based on the existing structure in Smartsheet.
• Easier multi-project reporting: OnePager can import multiple Planisware projects simultaneously, even if they’re not linked together in Planisware itself.
• Fast updates: One-click refresh lets you instantly update your OnePager chart with the latest changes to your Planisware project.
• Detailed data: Import key project information like critical path and dependencies.

Available for Enterprise 

Our Planisware REST APIs use RESTful architecture to enable access to data without using the Planisware user interface. 

You can use our REST APIs tools to create, search and modify data in Planisware by sending HTTP requests to endpoints in Planisware. With this API access, you can integrate Planisware into as many applications as you like.

Our APIs are documented using industry-standard OpenAPI specifications. View a sample of this documentation.

For customers with Planisware Orchestra 7.0+ and Enterprise 7.1+, your specific documentation is accessible through your Planisware environment. This documentation is dynamically generated from your own data model.

Available for Planisware Enterprise and Orchestra.

This out-of-the-box feature has been designed to facilitate:

- Imports of data from an external file or another database into Planisware

- Exports of data from Planisware to an external file or another database

It is particularly useful when you need to import or export large volumes of data. Access it via the Import/export page of the administration module. 

Administrators can define an import/export format & use a batch to automate the process of import/export on a specific cadence. With this feature, you can build no-code flat file integrations.

Available for Enterprise (IMPEX feature) & Orchestra (Exchange feature) 

Leverage Tray.io, an incredibly visual and powerful iPaaS platform, for data integration and process automation. 

Integrate Planisware with any SaaS application or service using the Tray Platform’s universal connectors. Quickly configure them to connect to any API, database, webhook, and more. Learn more 

Available for Planisware Enterprise

Given that most Planisware customers already use SAP software products, Planisware places great importance on ensuring that its own solution always has the latest SAP certification.

Technically, the data exchange with SAP occurs via Planisware’s standard API and configurable import/export interface.

Learn more

Available for Enterprise & Orchestra

Oracle Fusion Cloud applications have everything you need to optimize your business, make faster and better decisions, and outpace change.

On the technical level, the data exchange takes place via Planisware’s standard API and configurable import/export interface.

Available for Enterprise & Orchestra

Oracle NetSuite is a cloud-based enterprise resource planning (ERP) software that offers a suite of applications for financial management, customer relationship management, and e-commerce.

On the technical level, the data exchange takes place via Planisware’s standard API and configurable import/export interface.

Available for Enterprise & Orchestra

Data exchange takes place via Planisware’s standard API and configurable import/export interface.

Available for Enterprise & Orchestra

Data exchange takes place via Planisware’s standard API and configurable import/export interface.

Available for Enterprise & Orchestra

Data exchange takes place via Planisware’s configurable import/export interface.

Available for Enterprise

Planisware Enterprise and Orchestra integrate with Jira® for increased connectivity and productivity. 

Combine the microtask management on JIRA® with the portfolio vision in Planisware.

Watch the Enterprise demo

Watch the Orchestra demo

Planisware Enterprise and Orchestra integrate with Microsoft Azure DevOps for increased connectivity and productivity. 

Combine the micro task management on Microsoft Azure DevOps with the portfolio vision in Planisware.

Available for Enterprise and Orchestra

The Planisware-Rally integration combines the value and benefits of a structured approach to portfolio and project management with the flexibility of agile-oriented software development processes. 

The integration flow:

• High-level projects and releases are created in Planisware and synched to Rally
• Detailed iterations and stories are then created in Rally
• Iterations and stories are synched from Rally to Planisware
• In Planisware, high-level status is available based on the details from Rally

Learn more here

Available for Enterprise 

Tableau can be integrated with BI-Box to complement the reporting capabilities of Planisware. BI-Box is an end-to-end, hands-off solution to reporting on Planisware data. This is an easy plug-in that requires minimal IT involvement.

To learn more, check out our BI-Box solution brief and demo.

Available for Enterprise & Orchestra

Microsoft Power BI can be integrated with BI-Box to complement the reporting capabilities of Planisware. BI-Box is an end-to-end, hands-off solution to reporting on Planisware data. This is an easy plug-in that requires minimal IT involvement.

To learn more, read our BI-Box solution brief and demo.

Available for Enterprise & Orchestra

Qlik can be integrated with BI-Box to complement the reporting capabilities of Planisware. BI-Box is an end-to-end, hands-off solution to reporting on Planisware data. This is an easy plug-in that requires minimal IT involvement.

To learn more, read our our BI-Box solution brief and demo.

Available for Enterprise & Orchestra

Cognos can be integrated with BI-Box to complement the reporting capabilities of Planisware. BI-Box is an end-to-end, hands-off solution to reporting on Planisware data. This is an easy plug-in that requires minimal IT involvement.

To learn more, read our BI-Box solution brief and demo.

Available for Enterprise & Orchestra

Spotfire can be integrated with BI-Box to complement the reporting capabilities of Planisware. BI-Box is an end-to-end, hands-off solution to reporting on Planisware data. This is an easy plug-in that requires minimal IT involvement.

To learn more, read our BI-Box solution brief and demo.

Available for Enterprise & Orchestra

Workday is a cloud-based enterprise software company that provides human capital management and financial management applications. The company's applications are designed to help organizations manage their human resources, payroll, and financial accounting.

Typical use cases include:

• Employee master data is transferred to Planisware, including employees joining and leaving the company as well as changing departments. The complete resource structure in Planisware is also generated from this data.
• Employee skills and qualifications are transferred to Planisware and added to the resource structure for use in resource management use cases.
• The availability of resources is synchronized for all resources between Planisware and the HR system
• Actual time spent from timesheets needs to be transferred between Planisware and the HR system (either direction)

Available for Enterprise & Orchestra

Workforce is a cloud-based enterprise software company that provides human capital management and financial management applications. The company's applications are designed to help organizations manage their human resources, payroll, and financial accounting.

Typical use cases include:

• Employee master data is transferred to Planisware, including employees joining and leaving the company as well as changing departments. The complete resource structure in Planisware is also generated from this data.
• Employee skills and qualifications are transferred to Planisware and added to the resource structure for use in resource management use cases.
• The availability of resources is synchronized for all resources between Planisware and the HR system
• Actual time spent from timesheets needs to be transferred between Planisware and the HR system (either direction)

Available for Enterprise & Orchestra

ADP is a cloud-based enterprise software company that provides human capital management and financial management applications. The company's applications are designed to help organizations manage their human resources, payroll, and financial accounting.

Typical use cases include:

• Employee master data is transferred to Planisware, including employees joining and leaving the company as well as changing departments. The complete resource structure in Planisware is also generated from this data.
• Employee skills and qualifications are transferred to Planisware and added to the resource structure for use in resource management use cases.
• The availability of resources is synchronized for all resources between Planisware and the HR system
• Actual time spent from timesheets needs to be transferred between Planisware and the HR system (either direction)

Available for Enterprise & Orchestra

MS Dynamics is a cloud-based enterprise software that provides human capital management and financial management applications. The application is designed to help organizations manage their human resources, payroll, and financial accounting.

Typical use cases include:

• Employee master data is transferred to Planisware, including employees joining and leaving the company as well as changing departments. The complete resource structure in Planisware is also generated from this data.
• Employee skills and qualifications are transferred to Planisware and added to the resource structure for use in resource management use cases.
• The availability of resources is synchronized for all resources between Planisware and the HR system
• Actual time spent from timesheets needs to be transferred between Planisware and the HR system (either direction)

Available for Enterprise & Orchestra

Oracle HCM is a cloud-based enterprise software that provides human capital management and financial management applications. The application is designed to help organizations manage their human resources, payroll, and financial accounting.

Typical use cases include:

• Employee master data is transferred to Planisware, including employees joining and leaving the company as well as changing departments. The complete resource structure in Planisware is also generated from this data.
• Employee skills and qualifications are transferred to Planisware and added to the resource structure for use in resource management use cases.
• The availability of resources is synchronized for all resources between Planisware and the HR system
• Actual time spent from timesheets needs to be transferred between Planisware and the HR system (either direction)

Available for Enterprise & Orchestra

SAP HCM is a cloud-based enterprise software that provides human capital management and financial management applications. The application is designed to help organizations manage their human resources, payroll, and financial accounting.

Learn more here

Typical use cases include:

• Employee master data is transferred to Planisware, including employees joining and leaving the company as well as changing departments. The complete resource structure in Planisware is also generated from this data.
• Employee skills and qualifications are transferred to Planisware and added to the resource structure for use in resource management use cases.
• The availability of resources is synchronized for all resources between Planisware and the HR system
• Actual time spent from timesheets needs to be transferred between Planisware and the HR system (either direction)

Available for Enterprise & Orchestra

Enables the automatic creation of projects from opportunities. This allows portfolio managers and professional services teams to view and better prioritize their upcoming pipeline. 

Learn more here.

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise & Orchestra

Enables the automatic creation of projects from opportunities. This allows portfolio managers and professional services teams to view and better prioritize their upcoming pipeline. 

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise & Orchestra

Enables the automatic creation of projects from opportunities in Microsoft Dynamics 365. This allows portfolio managers and professional services teams to view and better prioritize their upcoming pipeline. 

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise & Orchestra

Enables the automatic creation of projects from opportunities. This allows portfolio managers and professional services teams to view and better prioritize their upcoming pipeline. 

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Learn more here

Available for Enterprise & Orchestra

Enables the automatic creation of projects from opportunities. This allows portfolio managers and professional services teams to view and better prioritize their upcoming pipeline. 

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise & Orchestra

Enables the automatic creation of projects from opportunities. This allows portfolio managers and professional services teams to view and better prioritize their upcoming pipeline. 

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise & Orchestra

EOS Software helps customers create and manage an integrated portfolio view of logical (projects, processes, capabilities) and physical IT assets (applications, platforms, services, and infrastructure) from risk, cost, and business value perspectives. EOS Software can be your centralized enterprise architecture repository by integrating your ITSM and configuration management database (CMDB) data. 

Available for Enterprise & Orchestra

You can use ServiceNow to automatically populate your tech stack data in Planisware, which will provide you with real-time visibility and control over technology risks and standards. This will help you to manage your technology landscape and ensure that it is aligned with your business objectives.

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise & Orchestra

You can use Flexera to automatically populate your tech stack data in Planisware, which will provide you with real-time visibility and control over technology risks and standards. This will help you to manage your technology landscape and ensure that it is aligned with your business objectives.

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise 

By automatically importing Apptio financial information on tech costs into Planisware, you can facilitate the use of Planisware for various purposes, such as application rationalization, application modernization and cloud migration, and technology risk management.

This will enable you to better understand the costs associated with your technology landscape and make more informed decisions about how to optimize and manage it. Additionally, it can help you to identify opportunities for cost savings and reduce your exposure to technology risks.

Available for Enterprise

Use Okta to securely authenticate Planisware users with Single Sign-on (SSO), and manage access to specific roles in the Planisware application.

Learn more here

Available for Enterprise & Orchestra

Azure Active Directory (Azure AD) is a cloud-based identity and access management platform. It is a service offered by Microsoft that provides a comprehensive secure identity platform for managing user identities, access to applications and services, and providing single sign-on (SSO) access to these resources. Azure AD allows organizations to manage and control access to their applications, data, and resources in the cloud, on-premises, and on mobile devices. 

Available for Enterprise & Orchestra

Use Ping to securely authenticate Planisware users with Single Sign-on (SSO), and manage access to specific roles in the Planisware application.

Learn more here

Available for Enterprise & Orchestra

Use Rippling to securely authenticate Planisware users with Single Sign-on (SSO), and manage access to specific roles in the Planisware application.

Available for Enterprise & Orchestra

Provide authentication directly by tying in your LDAP system.

Available for Enterprise & Orchestra

You can access and work with your Microsoft SharePoint™ sites and documents directly from within Planisware. This allows you to manage all of your project-related information and activities in one central location. With this integration, you can easily share and collaborate on documents, track project progress, and manage tasks and resources more efficiently.

Available for Enterprise & Orchestra

You can access and work with your Box documents directly from Planisware, enabling you to manage all of your project-related information and activities in one central location.

Available for Enterprise & Orchestra
 

You can use DocuSign™ to digitally sign documents from Planisware, even if the signee is not using Planisware. This enables you to easily and securely obtain signatures for documents within Planisware, streamlining your workflow and eliminating the need for paper-based signing processes. Securely store signed documents within Planisware for easy access and reference.

Available for Enterprise

You can access and work with your Dropbox documents directly from Planisware, enabling you to manage all of your project-related information and activities in one central location.

Available for Enterprise & Orchestra

You can access and work with your Google Drive documents directly from Planisware, enabling you to manage all of your project-related information and activities in one central location.

Available for Enterprise & Orchestra

You can access and work with your Alfresco documents directly from Planisware, enabling you to manage all of your project-related information and activities in one central location.

Available for Enterprise & Orchestra

You can access and work with your Documentum documents directly from Planisware, enabling you to manage all of your project-related information and activities in one central location.

Available for Enterprise & Orchestra

You can access and work with your Informatica documents directly from Planisware, enabling you to manage all of your project-related information and activities in one central location.

Available for Enterprise & Orchestra

You can access and work with your OpenText documents directly from Planisware, enabling you to manage all of your project-related information and activities in one central location.

Available for Enterprise & Orchestra

Export and import Planisware schedules to Microsoft Project. Schedules can also be exported in XML format.

Learn more about the connector.

Available for Enterprise & Orchestra

Export and import Planisware schedules to Smartsheet. Schedules can also be exported in XML format.

Available for Enterprise & Orchestra

Export and import Planisware schedules to Oracle Primavera P6. Schedules can also be exported in XML format.

Available for Enterprise & Orchestra

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise

Planisware BIM integration let you integrate your BIM models directly within the solution and augment these models with data about tasks (4D planning) and costs (5D planning).

Available for Enterprise

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise & Orchestra

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise 

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise 

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise 

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise & Orchestra

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise & Orchestra

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise & Orchestra

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise & Orchestra

Clinical Trial Management Systems (CTMS), such as IMPACT, Veeva, Siebel and others

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise 

Get data from Laboratory Information Management System (LIMS) into Planisware.

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise & Orchestra

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise 

Data exchange takes place with Aha via Planisware’s standard REST API and configurable import/export interface.

Learn more here.

Available for Enterprise 

Data exchange takes place via Planisware’s standard REST API and configurable import/export interface.

Available for Enterprise