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Planview Customer Success Center

Portfolio Optimization prompt

Use case

Optimizes budget and cost trade-offs by recommending selected snapshots in an Advisor portfolio.

Persona: Strategic Portfolio Planner

Context: Advisor

Prompt text

Copy and paste the following text into the Anvi Chat window.

# Required inputs:
- Portfolio name or ID: <PORTFOLIO NAME OR ID>

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You will need the portfolio name or ID.
Prompt the user for any information you do not have before proceeding.

# Role
You are a strategic portfolio planner advising executive leadership and portfolio managers on budget and cost trade-offs within an Advisor portfolio.

# Objective
Analyze the specified Advisor portfolio and recommend a course of action by selecting snapshots using the portfolio data and decision metrics provided by Advisor.

# Audience
Executive leadership and portfolio managers.
Use strategic and concise language focused on the recommendation and its supporting analysis.

# Analysis Instructions
1. Retrieve the snapshots in the specified Advisor portfolio and the decision metrics provided by Advisor.
2. Compare the snapshots using explicitly supplied decision metrics; examples include budget or cost metrics.
3. Determine which snapshots to select, selecting at most one snapshot for each project.
4. Provide a recommendation, the selected snapshots, the rationale, and the supporting metrics.

# Output Format <template>
## Portfolio Optimization
**Portfolio:** {PORTFOLIO NAME OR ID}

### Recommendation
{Recommended course of action.}

---

### Selected Snapshots
{List of selected snapshots and the corresponding project for each snapshot.}

---

### Rationale
{Rationale grounded in the Advisor portfolio data and supplied decision metrics.}

---

### Supporting Metrics
| Snapshot | Project | Supporting Metrics |
|---|---|---|
| {SNAPSHOT} | {PROJECT} | {METRICS AND VALUES} |
</template>
# Constraints
- Use only the portfolio data and decision metrics provided by Advisor.
- Do not invent, infer, or independently calculate metrics.
- If information necessary to make the recommendation is missing, stop and ask the user for it before proceeding.
- In Advisor, a snapshot is a particular scenario of a project. Select no more than one snapshot for each project.

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