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Planview Customer Success Center

Investment and Capacity Planning

Investment and Capacity Planning
Investment and Capacity Planning enables optimal program and project investment decisions. Investment and Capacity Planning uses robust analysis to allow you to make better decisions on which program and project investments to approve based on financial and capacity targets. Available resource capacity (typically by role and resource type) is compared with the requested demand to encourage informed planning decisions with capacity in mind.

2 Courses

intermediate

  • Investment and Capacity Planning Introduction
    This course introduces important concepts of the Planview Enterprise investment and capacity planning functionality. You will also learn how to work with planning portfolios and how to set preferences for how you work within the Planning menu. Use the Getting Started topics to learn from our training material, and the Mastering topics for more detailed product help content.  This course falls under the Investment Planning and Capacity Planning capabilities.

    https://success.planview.com/Training_Academy/Planview_Enterprise/Investment_and_Capacity_Planning/Investment_and_Capacity_Planning_Introduction

    Investment and Capacity Planning Preferences: For More Information
    Supplemental information on investment and capacity planning preferences.
    Pages: 1
    • Precise Planning for Parts of Your Organization (Out of Portfolio)
      Investment and Capacity Planning within Planview Enterprise 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. This article describes how to further filter the portfolio to only analyze a subset of data, while also maintaining the complete picture of data using "out of portfolio" rows.
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  • Investment and Capacity Planning Usage
    This course introduces the investment and capacity planning main screen and provides information on using the rank, balance, and analyze pivot views and creating scenarios. You will also learn how to publish the accepted investment plan for collaboration. Use the Getting Started topics to learn from our training material, and the Mastering topics for more detailed product help content. This course falls under the Investment and Capacity Planning capability.

    https://success.planview.com/Training_Academy/Planview_Enterprise/Investment_and_Capacity_Planning/Investment_and_Capacity_Planning_Usage

    Start Course