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Planview Customer Success Center

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>

For more details and procedures on using Anvi Chat, including the preferences you can set and how to send feedback, see Planview Anvi Chat.