Skip to main content
If you are a Planview customer, sign in to enable additional content.
Planview Customer Success Center

Investment and Capacity Planning in Enterprise One

 

Course Description

Investment and Capacity Planning training for Planview Enterprise One - Portfolio and Resource Management (PRM) is an immersive, interactive class that provides an in-depth look at creating and managing investment and capacity planning portfolios.

This one-day course provides the skills necessary to create Planning portfolios which aid in annual, quarterly, or monthly planning, rank investments based on user- selected criteria, compared resource capability with the requested demand to encourage informed planning decisions with capacity in mind, and provides a time-phased display of demand and/or revenue information for continued analysis of new and approved investments. This allows you to make better decisions on which program and project investments to approve based on financial and capacity targets.

 

Learning Objectives

At the end of this course students will learn how to:

  • Demonstrate an understanding of portfolio data 
  • Rank potential investments by priority
  • Use what-if scenarios to analyze and shift potential investments
  • Use dependencies to help make investment decisions
  • View detailed demand and target data for accepted or conditional investments from different viewpoints
  • Perform what-if scenarios to determine which potential investments to turn into strategic plans, work, and/or outcomes
  • Publish scenario analysis results back into the investment financial plans

 

Planview Enterprise One Investment and Capacity Planning Training Class.pdf

Audience

This class is ideal for experienced Project, Financial and Portfolio Managers who are responsible for long-range financial and resourcing planning on behalf of their organization or business unit.

Proficient product knowledge advised.

2

Program Level

Intermediate (Level 2)

Comprehensive class with a moderate amount of detailed information

1 day

Agenda

  • Introduction​
  • Planning Overview​
  • Investment and Capacity Planning Overview​
  • Planning Portfolios​
  • Rank View​
  • Analyze View​
  • Shift View​
  • Relationships between Investments​
  • Balance View​
  • What-if Scenario Analysis​
  • Compare Views​
  • Publish Scenarios​
     

Class Duration: 1 Day On-site, 2 Half-day Segments Virtual (plus 1 day of preparation for the trainer)

Prerequisites

$1,000*

Cost

*Pricing for Open Enrollment training is $1,000 per person. 

Register for Open Enrollment classes here

Private on-site or virtual training is available.

Please contact Planview Training Requests for a quote.