Predictika · Project portfolio management subscription quotes

An AI sales agent's Planisware subscription quote, checked before it goes out

An AI sales agent prepares a subscription quote for Planisware Orchestra or Planisware Enterprise: the edition, the solution, the modules, the full, contributor and viewer users, the active projects, the deployment, sandboxes and connectors, the support level, training, the term, a discount and the contract value. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the product line and returns a verdict and every reason.

Scope: Planisware Orchestra and Enterprise subscriptions, with the four solutions, the optional modules, user counts, active projects, deployment, sandboxes, connectors, support, training, term, discount and the contract value (illustrative prices). See everything this validator covers

This validator models Planisware subscription quotes, not just the scenarios shown below.

  • Edition and solution — the size limits of Orchestra, and which solutions and modules need Enterprise: Project Controls & Engineering, Professional Services Automation, Agile at Scale, AI portfolio optimization, the BI Box connector and the Finance module.
  • Users and environment — the minimum number of full users, contributors per full user, active projects, customer-hosted or cloud deployment, sandboxes, integration connectors, and the Product & Roadmapping module that AI optimization depends on.
  • Term and price — the 1, 3 or 5-year term, the training package and its days, the discount limit with deal-desk approval, the technical architecture review for customer-hosted deployments, large contracts and very large project volumes.

Any Planisware Orchestra or Enterprise quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: the other Planisware product lines and implementation services. The product, solution and module names follow Planisware's public pages; the size limits, which modules need Enterprise, the approval thresholds and all prices are modeled, are illustrative and are not published by Planisware (see the note at the foot of the page).

The AI sales agentBuilds the subscription quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

6 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      

        
        
        
      

      
Waiting for the call.

      
    

  

  
  

    
Where rules-based CPQ gets it wrong
Click to expand
    
Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

    
What the validator caughtTypical rules-based CPQPredictika
Limits that depend on the editionOnly with care
Users, active projects, sandboxes, connectors and many modules all change with Orchestra or Enterprise, so each rule is keyed to the edition and another field at once.		The edition and every option are fields of one quote and are checked together on every call.
Modules that depend on other modulesOnly with workarounds
AI portfolio optimization needs Product & Roadmapping and Enterprise, and sandboxes need a cloud deployment, which means comparing several fields at once.		Every dependency is checked on every call, whatever order the choices arrived in.
Term, discount and contract valueOnly with workarounds
The term discount, the requested discount and the training days add up to a contract value that triggers its own approvals, so the total has to be rebuilt before the thresholds can be tested.		The contract value is computed from the quote and the approval thresholds are applied to it on every call.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a rep often fixes one error and meets the next.		All findings come back together, whatever order the choices arrived in.

  

  

    
What this validator catches: findings from its test cases
Click to expand
    
Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

    
1Subscription terms are 1, 3 or 5 years; the quote has 2 years.
2A subscription needs at least 10 full (project manager / PMO) users; the quote has 8.
3Orchestra is sized for up to 250 full users; the quote has 300. Move to Enterprise.
4The contract value is 1,311,000 dollars; contracts of 1,000,000 dollars or more need a commercial review.
5The contract value is 2,131,800 dollars; contracts of 1,000,000 dollars or more need a commercial review.
6Orchestra supports up to 500 active projects; the quote has 600. Move to Enterprise.
71,200 active projects needs a platform sizing review.
8250 contributor users is more than 20 per full user allowed.
9The Agile at Scale module (SAFe trains) is available only with Enterprise.
10AI portfolio optimization is available only with Enterprise.
11AI portfolio optimization works on the roadmap and needs the Product & Roadmapping module.
12The BI Box connector is available only with Enterprise.
13The Finance module (business plans and cost consolidation) is available only with Enterprise.
14The Project Controls & Engineering solution (earned value, WBS) needs Enterprise.
15The Professional Services Automation solution needs Enterprise.
16Customer-hosted deployment is available only with Enterprise.
17A customer-hosted deployment needs a technical architecture review.
18Sandbox environments are a cloud service; a customer-hosted deployment has none to order (1 requested).
192 sandbox environments exceeds the limit for this edition (1 for Orchestra, 3 for Enterprise).
20The contract value is 1,006,050 dollars; contracts of 1,000,000 dollars or more need a commercial review.
21Orchestra includes up to 5 integration connectors; the quote has 8.
225 training days quoted without the Training & Certification package.
23The Training & Certification package needs at least 1 training day; the quote has 0.
24A 12 percent discount is above 10 percent and needs deal-desk approval.
25A requested discount of 30 percent is above the 25 percent maximum.
26The contract value is 16,611,750 dollars; contracts of 1,000,000 dollars or more need a commercial review.

  

  

    
Scenarios and results
Click to expand
    
The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

    
1. Orchestra size limits, modules and deployment: An Orchestra quote with 260 full users, Professional Services Automation, customer-hosted deployment, AI optimization without roadmapping, 2 sandboxes and 8 connectors

    
The agent's request. Please quote a Planisware Orchestra subscription for Professional Services Automation, customer-hosted, for a 1-year term. The customer needs 260 full users, 100 contributors and 200 viewers, with 200 active projects, on standard support. The modules are Resource Management and AI portfolio optimization. The quote has 2 sandboxes and 8 integration connectors. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Orchestra full-user limit. Orchestra is sized for up to 250 full users; the quote has 260. Move to Enterprise.
    • 
      
  • AI portfolio optimization needs Enterprise. AI portfolio optimization is available only with Enterprise.
    • 
      
  • AI optimization needs Product & Roadmapping. AI portfolio optimization works on the roadmap and needs the Product & Roadmapping module.
    • 
      
  • PSA solution needs Enterprise. The Professional Services Automation solution needs Enterprise.
    • 
      
  • Customer-hosted deployment needs Enterprise. Customer-hosted deployment is available only with Enterprise.
    • 
      
  • No sandbox on customer-hosted. Sandbox environments are a cloud service; a customer-hosted deployment has none to order (2 requested).
    • 
      
  • Too many sandboxes. 2 sandbox environments exceeds the limit for this edition (1 for Orchestra, 3 for Enterprise).
    • 
      
  • Orchestra integration connector limit. Orchestra includes up to 5 integration connectors; the quote has 8.
    • 
      
  • Customer-hosted architecture review. A customer-hosted deployment needs a technical architecture review.
    • 
    

    
2. Orchestra size limits, modules and deployment: The agent resubmits after fixing the errors

    
The agent's request. Please quote a Planisware Enterprise subscription for Professional Services Automation, dedicated cloud, for a 1-year term. The customer needs 260 full users, 100 contributors and 200 viewers, with 200 active projects, on standard support. The modules are Resource Management, Product & Roadmapping and AI portfolio optimization. The quote has 2 sandboxes and 8 integration connectors. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary (illustrative prices). Annual list 867,000 dollars, net 867,000 dollars per year after discounts, contract total 867,000 dollars (illustrative prices).
    • 
    

    
3. Term, discount, training and contributors: An Orchestra quote with a 4-year term, a 30 percent discount, Finance and BI Box, training days without the package and 300 contributors

    
The agent's request. Please quote a Planisware Orchestra subscription for Strategic Portfolio Management, shared cloud, for a 4-year term. The customer needs 12 full users, 300 contributors and 200 viewers, with 200 active projects, on standard support. The modules are Resource Management, BI Box connector and Finance. The quote has 0 sandboxes and 2 integration connectors, 5 training days, and a 30 percent discount. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Subscription term not available. Subscription terms are 1, 3 or 5 years; the quote has 4 years.
    • 
      
  • Too many contributors per full user. 300 contributor users is more than 20 per full user allowed.
    • 
      
  • BI Box needs Enterprise. The BI Box connector is available only with Enterprise.
    • 
      
  • Finance module needs Enterprise. The Finance module (business plans and cost consolidation) is available only with Enterprise.
    • 
      
  • Training days without Training package. 5 training days quoted without the Training & Certification package.
    • 
      
  • Discount over the maximum. A requested discount of 30 percent is above the 25 percent maximum.
    • 
    

    
4. Term, discount, training and contributors: The agent resubmits after fixing the errors

    
The agent's request. Please quote a Planisware Enterprise subscription for Strategic Portfolio Management, shared cloud, for a 3-year term. The customer needs 12 full users, 200 contributors and 200 viewers, with 200 active projects, on standard support. The modules are Resource Management, BI Box connector and Finance. The quote has 0 sandboxes and 2 integration connectors, 5 training days, and a 8 percent discount. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary (illustrative prices). Annual list 289,000 dollars, net 251,430 dollars per year after discounts, contract total 764,290 dollars (illustrative prices).
    • 
    

    
5. Approvals, projects and training package: An Enterprise quote, customer-hosted, with 1,200 active projects, a 15 percent discount, AI optimization without roadmapping and a training package with no days

    
The agent's request. Please quote a Planisware Enterprise subscription for Strategic Portfolio Management, customer-hosted, for a 3-year term. The customer needs 30 full users, 100 contributors and 150 viewers, with 1,200 active projects, on standard support. The modules are Resource Management, Agile at Scale and AI portfolio optimization. The quote has 0 sandboxes and 2 integration connectors, and a 15 percent discount. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • AI optimization needs Product & Roadmapping. AI portfolio optimization works on the roadmap and needs the Product & Roadmapping module.
    • 
      
  • Training package with no days. The Training & Certification package needs at least 1 training day; the quote has 0.
    • 
      
  • Discount needs approval. A 15 percent discount is above 10 percent and needs deal-desk approval.
    • 
      
  • Customer-hosted architecture review. A customer-hosted deployment needs a technical architecture review.
    • 
      
  • Very large project volume. 1,200 active projects needs a platform sizing review.
    • 
    

    
6. Approvals, projects and training package: The agent resubmits after fixing the errors

    
The agent's request. Please quote a Planisware Enterprise subscription for Strategic Portfolio Management, dedicated cloud, for a 3-year term. The customer needs 30 full users, 100 contributors and 150 viewers, with 900 active projects, on standard support. The modules are Resource Management, Product & Roadmapping, Agile at Scale and AI portfolio optimization. The quote has 0 sandboxes and 2 integration connectors, 3 training days, and a 8 percent discount. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Quote summary (illustrative prices). Annual list 343,000 dollars, net 298,410 dollars per year after discounts, contract total 901,230 dollars (illustrative prices).
    • 
    

  

  

    
Narration transcript
Click to expand
    
The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a subscription quote for Planisware Orchestra or Planisware Enterprise: the edition, the solution, the modules, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the product line and returns a verdict and every reason.
    2. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. Please quote a Planisware Orchestra subscription for Professional Services Automation, customer-hosted, for a 1-year term. The customer needs 260 full users, 100 contributors and 200 viewers, with 200 active projects, on standard support. The rest of the request is on screen.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with eight findings and one approval, all in one answer. Orchestra is sized for up to 250 full users; the quote has 260. Move to Enterprise. AI portfolio optimization is available only with Enterprise. AI portfolio optimization works on the roadmap and needs the Product & Roadmapping module. The other five are on screen.
    6. 
      
  6. The validator returned eight blocking findings and one approval in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other.
    7. 
      
  7. What this shows: for limits that depend on the edition, a rules-based CPQ is error-prone for this.
    8. 
      
  8. Now the agent resubmits.
    9. 
      
  9. The corrected request. It changes the edition to enterprise, the deployment to dedicated cloud and the modules to Resource Management, Product & Roadmapping and AI portfolio optimization.
    10. 
      
  10. It calls the validator again.
    11. 
      
  11. This time the validator clears it.
    12. 
      
  12. All nine earlier findings are cleared.
    13. 
      
  13. Nine problems caught in one call, fixed in one pass, and a clean quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    14.