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Setting Up Investment and Capacity Planning for Demo Users

Note: Before using this series of articles, verify that your administrator has configured the system for investment and capacity planning.

Setting Up Investment and Capacity Planning (Users)
This series of articles guides users through the process of setting up investment and capacity planning in Planview Enterprise. Before performing the tasks described in this series, verify that an administrator configured the system for investment and capacity planning.
Pages: 8
  • Investment and Capacity Planning (Overview)
    This article describes for users why to perform investment and capacity planning and summarizes that process.
  • About Defining a Financial Plan
    Users define a financial plan to plan, estimate, and track expected costs of work, strategic entity, organization, and product or other type of outcome. This article provides information about the various methods in which users can define a financial plan and includes links to articles relevant to those methods.
  • Configuring Column Sets
    Users configure column sets as described in this article to help control the view of data in the Work and Resource Management screen, the Investment and Capacity Planning screen, and many other screens that display data in a grid.
  • Setting an Entity's Investment Approval Status
    When setting up investment and capacity planning, users set investment approval status on demand entities that are to be evaluated so that they can be considered for approval. Users perform that task from the entity's View screen as described in this article.
  • Creating Planning Portfolios
    Users create a Planning portfolio as described in this article to define the capacity and demand entities to be used in analysis.
  • Setting Display Preferences for Investment and Capacity Planning Views
    This article describes setting preferences that let you show or hide additional financial data and investment ranking on the Investment and Capacity Planning screen's Analyze and Balance views.
  • Setting Financial and Investment and Capacity Planning Preferences
    This article describes setting currency and effort display preferences for financial and investment data.
  • Defining Threshold Lines for the Rank View
    This article describes setting the preference that controls whether the Rank view on the Investment and Capacity Planning screen can display threshold lines that help you identify when the target an administrator set for a financial-planning column is met.