Deferred Billing, guarantees, migration and published pricing.
We use a fraction of Planview. Is that normal?
Common enough to be the main reason enterprises call us. Deep platforms get bought for the full vision and used for the portfolio basics — while the invoice covers everything. If your PMO mostly runs status, resources, financials, and executive reporting, you’re paying enterprise-suite prices for a portfolio layer.
What data moves over, and how?
Portfolios, projects, tasks, dates, assignments, resources, and financial structure. We map your Planview data to a PPM Express portfolio structure during implementation, and the go-live checklist includes verifying the migrated data with you. Migration engineering has been this team’s core work for over a decade.
What exactly is “Deferred Billing”?
You sign a 24-month agreement now at today’s locked price, and billing starts on your Planview contract end date — up to 12 months out. Between signing and that date you have full product access at no charge, so you can run both systems in parallel and move at your own pace. In return, you commit to retiring Planview within those 12 months — that commitment is what unlocks the Switch terms.
What happens if you miss the 15-day guarantee?
You pay nothing — the implementation fee and your first invoice are waived, and we return your data. The checklist is agreed in writing at kickoff, and the clock starts when we receive system access, so both sides know exactly what “day 15” means.
Can a 15-day implementation replace a multi-quarter Planview deployment?
It replaces the portfolio layer of it. Planview implementations run long because the platform is configured module by module, workflow by workflow. PPM Express ships the portfolio operating model as product — templates, dashboards, integrations — so the 15 days go to connecting your systems and verifying your data, not building your tooling. What we don’t replicate is deep custom configuration you may have built; the real-data trial exists precisely so you can check the fit before signing.
What exactly happens if we leave in year one?
You tell us. We refund the unused months pro-rata and our engineers export your complete data set in open formats, at no cost, with assistance until it’s usable in whatever comes next. It’s in the agreement, not a blog post.
Is the $25,000 really flat? What about modules?
Flat means flat: unlimited users, portfolio, resource, financial, reporting, and AI capability included — there is no per-module meter and no quote. Larger enterprises with advanced scope needs are $25–36K — also published, also flat.
We’re mid-contract with Planview. Should we wait until renewal?
The opposite — mid-contract is exactly when Deferred Billing matters. Evaluate now with your real data, sign at locked pricing, and let billing wait for your renewal date. Waiting until renewal quarter is how organizations end up signing another multi-year term under deadline pressure.
Can we run PPM Express and Planview together permanently?
That’s not a configuration we sell. PPM Express has native connectors for Jira, Azure DevOps, Planner, Project, Smartsheet, and monday.com — Planview isn’t one of them, so a permanent two-system setup would mean maintaining portfolio data in both by hand. The parallel period exists to de-risk the handover. And if you conclude Planview should stay, that’s what the year-one exit guarantee is for: pro-rata refund, free assisted export, no questions asked.
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