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Planview Customer Success Center

Portfolios Training Class: Investment and Capacity Planning

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Course Description

Investment and Capacity Planning training for Planview Portfolios is an immersive, interactive class that provides an in-depth look at creating and managing investment and capacity planning portfolios.

This 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.

Planview Portfolios Investment and Capacity Planning Training Class.pdf

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

Learning Level


Comprehensive class with a moderate amount of detailed information.

Proficient product knowledge advised.


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. 


2 Half-day Segments Virtual


  • 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​


  • Fundamental understanding of Investment and Capacity Management planning
  • Complete the Managing Work class or the equivalent knowledge 


Pricing for Public Training is $1,000 per person

Enroll in classes here

Private on-site or virtual training is also available


Contact us for more information!