Adaptive PPPM2.0

A Patent-Pending Leap Forward
Driving Success to the Next Level

Patent-Pending PPPM2.0: Project Management

Kanban-C (Kanban-Controlled)
Patent-Pending Agile Kanban-C

Terminology is simple. Kanban-C (Kanban-Controlled) is flexible and works well for regularly evolving requirements and is applicable for all teams and industries. It offers visualisations without clutter. Non-Tech users were proficient after 1 hour of training.

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Includes Task Owners & Start-End Dates

It includes start-end dates for parent, child and grandchild tasks. Responsibility is re-introduced. The team largely work on Child Tasks (within parent task start-end date ranges). It includes iterations and collaboration (notes/chat), without wasting excessive time in meetings.

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Project Status Splits into 4 Groups

Groups are: Prep, Working, Review & Final Stages, with 49 customisable status options across groups. Teams still discuss the backlog and pull items onto the board, subject to WIP, but only the PM signs off and moves items between groups.

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Manual Timeline

If a team member is stuck/waiting they enter estimated percent complete to the manual timeline and can pull more items onto the board, up until max WIP.

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Traceability & Controls

There are full audit trails. When a team member, who is not PM or task owner, updates the manual timeline, the person's initial is displayed. This can serve as a flag to spot disgruntled/unethical staff.

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Material & Equipment Availability

When materials are required M (green/red) indicates "in stock"/shortage and links to stock requisition. When equipment is required E (green/red) denotes available/unavailable.

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Patent-Pending PPPM2.0

Improved Handling of Dependencies, Risk & Critical EVM
4 Levels of Tasks

Projects can be split into topics: grandparent (Level 1/L1), parent task (Level 2/L2), child task (Level 3/L3) and optionally grandchild task (Level 4/L4)

Enterprise-Wide Risk Registers

Set up and manage Risk Registers across each project, program and portfolio. Visualise with a Risk Heat Map to help offset portfolio-level risks.

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Comprehensive Dependency Handling

7 Types of Dependencies can be applied between any parent, child or grandchild task of any project, program or portfolio up to DepthN: FS, SF, SS, FF, Circular, LeadStart, LeadEnd. Most software offers only 1-4 dependency types: a) Between parent task only; and b) Within single projects. Very few cover intra-projects and no others offer coverage between any parent, child and grandchild tasks, from across any project, program or portfolio.

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Critical Earned Value

Using the well-known Pareto Rule, where 80% of value/profits arise from 20% of clients/features, users can assign people, tasks, material or equipment as critical.

Next assign Critical Dependencies and measure Critical Earned Value. This lets you hone in on tasks/processes most likely to drive success or failure. We also provide traditional EVM.

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Kanban-C (Kanban Controlled)
  • Agile with Controls: Flexibility, client satisfaction, quality and iterations are combined with controls. Tasks have owners, estimated hours, WIP and start-end dates. Project status splits into 4 groups with 49 customisable options. Only the PM moves tasks between groups. With some status options, such as pause, blocked, waiting, stuck or ahead, users estimate percent complete in the manual timeline. This provides greater accuracy on progress and acts as a flag. Full audit trails are offered

  • Materials & Equipment: The Kanban displays if materials/equipment used for a task are available (green) or not (red). Kanban-C is simple to use. Non-Tech teams can learn it in 1 hour
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Multi-Project Gantt
  • Project Dependencies: Choose one of 7 dependencies: FS, SF, FF, SS, Circular, LeadStart or LeadEnd. Create DepthN dependencies between any parent, child or grandchild task from any project, program or portfolio

  • Gantt Chart: View timeline, milestones and intra-project dependencies. Hover over any line to see dependency type, or any rectangle to see owner, project, parent/child/granchild task and dates. Values inside rectangles show difficulty. Harder tasks are more likely to cause issues
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Parent List View
  • Summary of Parent Tasks: At a glance view all parent tasks, whether a task is critical, difficulty level, WBS, estimated hours, track status and progress. Potential issues, such as stuck/waiting/overdue are easily visible. Items are sorted by priority with signed off items listed last

  • Edit, Filter, Search & Chat: Edit task data and create child tasks. Filter by project, role, user, task or status. Search by Task. Teams can chat/add notes and view full note threads (message chains) per parent/child task
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Child List View
  • Summary of Child Tasks: At a glance view all child tasks, track status and progress. Potential issues, such as stuck/waiting/overdue, or non-task-owner updating manual timeline are easily visible. Items are sorted by priority with signed off items listed last

  • Edit, Filter, Search & Chat: Edit task data and create grandchild tasks. Filter by project, role, user, task or status. Search by Task. Teams can chat/add notes and view full message threads per child/grandchild task
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Vacations & Leaves
  • Handle Days Off: Book in vacation days and other leaves (maternity/paternity/sick days). Gantt and project costs are adjusted automatically

  • Vacation Report: View all booked vacations and leaves. Filter by Project and Username

  • Edit & Delete: Update dates as required or remove. Usually only the project manager or HR have permissions to add, update and delete data here meaning permissions for the time off have been granted
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Add Clients, Suppliers & Stakeholders
  • Add Internal/External Parties: Select a Project and add any number of Clients, Suppliers & Stakeholders. Indicate whether the Stakeholder is critical

  • Separate Portals: Internal Staff, Clients and Suppliers each have their own dashboards and portals. Each access only the modules provided according to the permissions set. This allows for secure, real-time messaging, RFIs, file sharing and so forth
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RFIs: Requests for Information
  • Efficient Communication with Clients, Suppliers & Teams: RFIs are an excellent way to collaborate. Handle clarifications, issues, change or substitution requests, or receive feedback on site conditions

  • Grouped Items: Each RFI is grouped first by item number then sorted by earliest timestamp, for maximum efficiency. Compare this to e-mail, which only sorts by date/time, with unconnected messages listed contiguously and allows too many people to be CCed, clogging up inboxes/sent items. Status displays as created, under discussion or closed
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Time & Billing
  • Time per Task Logged Automatically: Within Kanban-C users have a start-stop button. Any time they work on a child task hours, minutes and seconds are logged. Stopping for breaks or changing tasks is simple. Click stop then start another task. This works perfectly for on-site and off-site/remote, hybrid and WFH

  • Billable Hours: Parent tasks also have a start-stop button. All time is aggregated to the parent task level to show total billing per parent task, project, as well as billing per client. Filter or slice data per user or project
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Private Social Media/Knowledge Sharing
  • Structured vs Unstructured: Project Management, by its very nature is structured. This makes it harder to brainstorm, share ideas or lodge complaints. Adaptive provides a private social media platform for internal staff and 3rd parties to have freeform discussions

  • Private Social Media: Users choose an emoticon, select topic/sub-topic, add hashtags and can post, upvote and respond to any topic. Search by topic or hashtag. Optionally posts can be anonymous (e.g. to lodge a grievance discreetly)

  • Turn into a Knowledge Base: Posts can be stored in a knowledge bank and stored for future mentoring. When staff/3rd parties leave, so too does their knowledge
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Flexible Working Days & Move by X Days
  • Move by X Days & Days Counts: Set projects for Mon-Fri, Mon-Sat, Mon-Sun or any combination. Dependencies take account of working days. Changing priorities or material delays, might require re-scheduling entire projects a few days or weeks. Select Project, view working days and enter number of days to move. You see a full list of all parent, child and grand-child tasks impacted. Any team member unavailable is highlighted in red providing advanced notice to reschedule those dates. The "Move" function also works at the program and portfolio level
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Lessons Learned
  • Rationale: These can act as invaluable resources to avoid future pitfalls and improve how future projects are managed

  • Create: Throughout the project create and share lessons learned either within the project team, or company-wide

  • Filter & Search: Filter by Portfolio, Program or Project and search by tag to find data quickly
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Detailed Project Overview
  • Overview: View status reports across all Projects and subject to permissions at the Portfolio and Program level as well

  • Efficient Monitoring: At a glance view performance of a range of projects. Understand whether you are within Scope, Budget and Timeline requirements, and measure performance against client requirements. Also view budget, burn and margins
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Set Portfolio, Program & Project Permissions
  • Create: Select staff name and choose whether they can create portfolios, programs or projects. This acts as an additional control

  • Edit & Remove: In the edit tab update permissions to handle staff turnover or changing depts

  • Data Access: To access all project data, in addition the person should be assigned a role as Project, Product, Program or Portfolio Manager. A portfolio manager has full visibility into all program and project data for each portfolio under their control. Similarly Program Managers has full visibility into all programs and projects under their control
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To-Do Lists
  • Personal Lists: All users have To-Do Lists. These are personal lists and are not shared with teams. This is not the same as Project List View. Instead it allows each user to set their own tasks, with description. Items can be edited and removed

  • Status: Status can be set to open, in-progress and complete
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Additional Modules

AdaptiveERP offers comprehensive functionality and enterprise-wide solutions, customised to fit your business flows. There is coverage of front to back office across multiple industries, ranging from CRM and Sales, through production/manufacturing, orders, online payments, accounting and finance. At any point, select additional modules. All Adaptive modules integrate seamlessly into one single source of truth (one database) allowing all teams and offices to share the same data source. Sample modules include:

• DMS: One or more of the following: Group Files, Dept. Files, Shared Workflows, Intranet
    (As standard Project Files is included within Project Management)
• E-Commerce
• Surveys
• Purchase Orders
• Supply Chain
• Inventory Management
• Warehouse Management
• Manufacturing/Production
• Quality Control
• Job Costing & Quotes
• Client Order Management B2B & B2C & Change Requests
• Invoicing
• Online Payments
• Historical Payments Reports
• Arrears Management
• Transactions & Commissions Management
• Accounting: GL, AR, AP, Ageing Reports, Operating Budgets
• Maintenance
• Property Management: Residential, HOA, Storage, Commercial & Industrial

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