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Planview Customer Success Center

1. Organizational Funding DRAFT


This capability provides the mechanism to set financial time-phased budgets or targets at the relevant organizational level (i.e., department/cost center) against which planned and in-flight investments can be analyzed.

Business Outcomes

  • We can set organizational financial targets and budgets that represent the investment “pot” of money for the portfolio and the benefits/revenue targets that the portfolio must generate.

  • We can support investment planning by providing the context of organizational financial targets against which demand can be analyzed and an assessment made on the ability to take on new investments.​

Process Flow



Click a process step shape inside a light blue area for more information; hover for a quick view of the definition




Organizational_Funding_Organizational_Budgeting.png Resource Capacity Planning gt; Capacity Targets

Organizational Funding process flow



Process Steps

In cost-center based investment and capacity planning, you compare capacity by cost centers to demand entities (e.g., projects).

Process Step Description

Create a cost center planning portfolio

A Planning portfolio defines the capacity and demand entities to be used in analysis.

To create a cost center planning portfolio:

  • Click Planning > +New Planning Portfolio.



New Planning Portfolio option on the Planning Menu




New cost center planning portfolio


  • Click Save.

For more information on this topic:

Enter labor capacity

In this capability, labor capacity is derived from the cost center (providing organization) structure (CBS1). The cost center financial plan provides organizational visibility into capacity to deliver investments. Labor capacity can be entered manually or loaded from resource availability and planned standard activities.  

The purpose of this step is to enter labor capacity targets into the cost center financial plan, against which demand can be balanced.  

  • From the planning menu, choose Capacity Portfolio Manager. This opens the Capacity Portfolio Manager screen on which you can review, define, and manage the capacity of capacity entities as represented in their financial plans.
  • To enter in the capacity totals manually, drill into the individual cost center financial plans by selecting Financial Planning Detail from the action menu (the action menu) next to the relevant cost center. For more information on editing financial planning data, see Editing a Financial Plan.
  • To load labor capacity, click Version. Then click Load Portfolio. This loads the total available hours per cost center by configured attribute on the resource and financial plan (this will be dependent on your organization's specific configuration). A common example is by resource role (e.g., project manager, business analyst etc.) and resource type (e.g., part-time, full-time etc.).



Performing this procedure to load capacity for a cost-center financial plan, loads the data for all of the cost centers in the relevant portfolio. 


More information on this topic:

Enter non labor financial budgets/targets

The purpose of this step is to enter non labor financial budgets/targets into the cost center financial plan, against which demand can be balanced. 

These targets can be entered manually by drilling into the individual cost center financial plans. Select Financial Planning Detail from the action menu (the action menu) next to the relevant cost center. For more information on editing financial planning data, see Editing a Financial Plan.



Outputs, Reports, and Analytics

This solution capability is supported by the following outputs, reports, and analytics.

Type Associated Outputs, Reports, and Analytics Description 
Screen Financial Planning Detail Helps you understand the actual costs to date and the future forecasted costs of a particular project, strategy, organization, or an outcome. Lets you view the total initial budget (captured in a version) that was approved for the project, strategic entity, organization, or outcome. 
Screen Capacity Portfolio Manager Gives you an overview of a financial plan as it relates to the capacity within a Planning portfolio. Also provides easy access to the details of a financial plan and the relevant items.
Analytic PLN01 Investment Planning Demand vs. Portfolio Targets

This analytic provides a Summarization of the data in an Investment Planning portfolio/scenario combination. It provides a time phased view of the portfolio demand and supply, drillable by demand planning line attribute and drillable to the level of each individual investment.

Supports project, strategy and product based portfolios.
Report PLN32 Planning Portfolio Financial Burndown Report

Planning report that allows the comparison of one/many versions of financial plan data, including effort (FTEs/Days/Hours) or financial data (Cost/Benefit/Revenue). Includes a burn down chart for the whole portfolio and for each project.

The report includes:
  • Portfolio based summary time phased chart showing the financial profile (based on one/many financial plan versions) across the whole portfolio (example shown in first image)
  • Project level time phased chart showing the financial profile (based on one/many financial plan versions) for each project (example shown in second image)
  • Detailed data tables