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Planview Customer Success Center

Investment and Capacity Planning Concepts

Investment and Capacity Planning uses robust analysis to allow you to make better decisions on which investments to approve based on financial and capacity targets. The Investment and Capacity Planning Concepts section provide an overview of the actions taken within the Planning menu, an overview of the most common pages, descriptions of where the data comes from, and instructions for how to set up portfolios and view data. 

Please use the navigation pane at left to find a topic of interest, or read through the Help topics in this area in order.