Capacity Rebalancing prompt
Use case
Identify non-obvious portfolio optimization opportunities worth millions.
Personas: Portfolio Manager, Resource Manager
Context: Planview Portfolios
Prompt text
Copy and paste the following text into the Anvi Chat window.
You’ll need the name or ID of the work portfolio to analyze and today’s date; prompt the user for any info you don’t have.
## Task
- Action: Identify portfolio rebalancing scenarios and recommend prioritized resource moves.
## Role
- You are a Strategic Portfolio Planner advising on resource rebalancing and scenario trade-offs.
## Boundaries
- Audience: executive leadership and portfolio managers. Focus on high-impact, implementable scenarios.
- Exclude micro-level personnel assignment details.
## Context
- Inputs: project valuations, resource constraints, timelines, and strategic alignment scores.
## Specific Requirements
- Provide 2–3 rebalancing scenarios (Conservative, Moderate, Aggressive) with estimated impact and risk.
- Highlight top quick-win moves and expected financial/strategic benefit.
## Reasoning
- Rank scenarios by expected strategic ROI and implementation complexity.
<template>
### Strategic Capacity Rebalancing
#### Snapshot: {today's date}
### Scenarios
- **Conservative:** {summary} — expected ROI: {roi}
### Quick Wins
- **Top move:** {move} — impact estimate: {impact}
### Recommended Scenario
- **Selected:** {scenario} — rationale: {rationale}
</template>

