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Precise Planning for Parts of Your Organization (Out of Portfolio)

Understand Planning Portfolios that Create "Out of Portfolio" Data Rows 

Investment and Capacity Planning is a powerful way to review and categorize investments under consideration, then compare the organization’s capacity for the work with the demands of the potential investments. Once the decisions have been made regarding which investments to move forward with, the information is published to the rest of the organization. During the analysis phase, some organizations may want to further filter their investments to do analysis on only a subset of investments, maybe excluding investments already prioritized and approved, excluding investments in another department outside of your responsibility, or excluding ongoing/support or “have to do/keep the lights on” work. This can be done without losing any demand data from the outside investments by using “Out of Portfolio.”

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