Aptly + Planisware Enterprise

Overview

Aptly integrates with Planisware Enterprise to bring delegated authority, approval governance, and decision control directly into your enterprise project portfolio and investment management platform. Planisware Enterprise is used by large organizations to manage complex portfolios, multi-phase programs, budgets, resource allocations, and change control processes across functions and geographies. By connecting Aptly to Planisware Enterprise, organizations can ensure that every strategic and operational decision requiring authority is governed according to approved delegation policies.

This integration helps eliminate manual approval bottlenecks, align approvals with enterprise governance models, and provide full audit traceability for investment, budget, and project decisions — creating an automated bridge between governance policy and PPM execution.

Key Capabilities

Delegation Enforcement Across PPM Workflows
Aptly applies delegation rules to critical Planisware events — such as project approval requests, budget changes, resource commitments, risk escalations, and change notifications — ensuring that approval actions can only be taken by appropriately delegated roles.

Real-Time Authority Sync
Changes in Planisware (e.g., project gate status changes, financial rebaselining, phase approvals) trigger Aptly’s governance logic, which evaluates authority and workflows and, where required, routes approvals or enforcement actions back into Planisware Enterprise.

Contextual Project & Investment Data Mapping
Aptly uses Planisware object contexts — such as project hierarchy, portfolio categories, investment types, cost centers, and budget codes — to map governance scopes into delegation rules. This enables conditional delegation such as “only directors can approve portfolio spend above $X” or “project scope changes over threshold require cross-functional approval.”

User Identity & Role Alignment
Planisware user assignments, roles, and team structures are synchronized with Aptly to anchor authority decisions to real people with defined permissions and organizational roles. Changes to Planisware user roles automatically flow to Aptly, ensuring delegation logic reflects current assignments.

Configurable Field & Workflow Mapping
Default mappings support standard PPM objects and approval triggers, and Aptly’s integration tooling allows you to extend mappings for custom Planisware fields or conditional logic (e.g., regulatory flags, risk categories, or multi-entity portfolio scopes).

Audit & Compliance Traceability
Every decision, approval, delegation change, and authority check tied to Planisware events is logged within Aptly’s audit trail. Governance teams can trace exactly who authorized a project change, budget commitment, or risk escalation — supporting internal controls, compliance reviews, and risk reporting.

Value to Organizations

Integrating Planisware Enterprise with Aptly transforms project and investment governance from a manual, ad-hoc process into an automated, traceable, policy-aligned framework. Finance, PMO, risk, and leadership teams gain confidence that all strategic decisions — from project initiations to budget changes and scope realignments — are approved by the right individuals under current policies.

This results in faster project execution, stronger compliance, fewer governance gaps, and a unified source of truth for approvals and delegated authority, all within the context of enterprise project and portfolio management.

Example Use Cases

• Project Initiation Approvals: Automatically route project approval requests based on delegated thresholds for budget, risk, or strategic priority.
• Budget Change Control: Ensure any significant reallocation or reforecast of project budget is approved by delegated authority holders in Aptly.
• Resource Commitment: Align resource assignment and cross-project commitment approvals with approved delegation structures.
• Scope & Change Requests: Enforce delegation policies on engineering or scope change approvals — especially when thresholds or regulatory impacts are involved.
• Portfolio Oversight: Support executive governance by routing portfolio-level decisions (e.g., divestments, large programmes) to appropriate delegations.
• Audit Reporting: Produce comprehensive audit logs connecting Planisware milestones and approvals with delegation decision records.