Investment and Capacity Planning Introduction
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Topics
- Investment and Capacity Planing Basics
- Overview and introduction to investment and capacity planning concepts.
- Pages: 8
- Investment and Capacity Planning Overview Version 14
- Investment and capacity planning helps your organization turn strategic and operational goals into deliverables, and it assists your organization in determining which resources are required to deliver them. This article applies to Planview Enterprise 14.
- Understand Investment and Capacity Planning
- This article introduces concepts important for understanding investment and capacity planning and contains a helpful diagram. This article applies to Planview Enterprise 14.
- Understand Capacity and Work Demand Data
- This article defines capacity and work demand data and explains how they differ. It also defines financial load. This article applies to Planview Enterprise 14.
- Understand Portfolio Budget, Resource Capacity, and Governance
- This article lists general principles for working with budgets, capacity plans, and governance processes. This article applies to Planview Enterprise 14.
- Top-Down Planning versus Cost-Center Based Planning (Introduction)
- This article provides general information that helps you understand the differences between the two types of investment and capacity planning the application supports.
- Mastering Investment and Capacity Planing Basics
- Detailed information on investment and capacity planning concepts.
- Pages: 5
- Top-Down Planning versus Cost-Center Based Planning (Introduction)
- This article provides general information that helps you understand the differences between the two types of investment and capacity planning the application supports.
- Understand Where Investment and Capacity Planning Obtains Its Information
- This article identifies various sources that are the basis of information displayed in investment and capacity planning.
- Investment and Capacity Planning Basics: For More Information
- Supplemental content for Investment and Capacity Planning Basics.
- Pages: 3
- Investment and Capacity Planning FAQ
- These frequently asked questions cover the investment and capacity planning functionality in Planview Enterprise. Sign in to access this FAQ article.
- Understanding the Annual Planning Process
- This best practice explores the annual planning process, including strategic, investment, capacity, and corporate financial planning, as well as its use within Planview Enterprise. It also makes the case that annual planning isn't enough, and that continuous ongoing re-planning, at least monthly, is vital to success.
- Optimizing Capacity toward Value
- Using lessons from military concepts such as Economy of Force, this best practice offers guidelines for ensuring optimal use of organizational resources toward value-producing work.
- Planning Portfolios - Getting Started
- Basics of working with investment and capacity planning portfolios.
- Pages: 6
- Create a Planning Portfolio Version 14
- This article explains the function of Planning portfolios and provides links to instructions for creating a Planning portfolio. This article applies to Planview Enterprise 14.
- Create a Planning Portfolio
- This article describes how to create a new Planning portfolio. This article applies to Planview Enterprise 13.
- Understand Planning Portfolio – Associated Work
- This article describes what types of work can serve as the demand level for a planning portfolio. This article applies to Planview Enterprise 14.
- Understand Planning Portfolio – Cost Center as Capacity
- This article goes over how planning portfolios where cost center is the capacity work. This article applies to Planview Enterprise 14.
- Understand Planning Portfolio – Same Structure for Capacity and Demand
- This article goes over how planning portfolios where the same structure is used for capacity and demand work. This article applies to Planview Enterprise 14.
- Share and Manage Access to a Planning Portfolio
- This article explains how to give access to Planning portfolios to other users. This article applies to Planview Enterprise 14.
- Mastering Planning Portfolios
- Detailed information on working with investment and capacity planning portfolios.
- Pages: 2
- About Planning Portfolios
- This article provides general information about Planning portfolios, which support investment and capacity planning. Such portfolios help you define the capacity and demand entities to be used in analysis.
- Creating Planning Portfolios
- Users create a Planning portfolio as described in this article to define the capacity and demand entities to be used in analysis.
- Planning Portfolios: For More Information
- Supplemental content for Planning Portfolios.
- Pages: 2
- Planning Portfolio FAQ
- These frequently asked questions cover some details about how Planning portfolios work in Planview Enterprise. Sign in to access this FAQ article.
- Creating Investment and Capacity Planning Portfolios
- This best practice explores the basic concept of planning portfolios, including associated financial models and planning horizons, and explains how investments in a planning portfolio can be ranked, analyzed, and balanced against capacity.
- Investment and Capacity Planning User Setup
- Setting up investment and capacity planning as a user.
- Pages: 8
- About Defining a Financial Plan
- Users define a financial plan to plan, estimate, and track expected costs of work, a strategic entity, organization, and a product or other type of outcome. This article provides information about the various methods in which users can define a financial plan and includes links to articles relevant to those methods.
- Configuring Column Sets
- Users configure column sets as described in this article to help control the view of data in the Work and Resource Management screen, the Investment and Capacity Planning screen, and many other screens that display data in a grid.
- Setting an Entity's Investment Approval Status
- When setting up investment and capacity planning, users set investment approval status on demand entities that are to be evaluated so that they can be considered for approval. Users perform that task from the entity's View screen as described in this article.
- Creating Planning Portfolios
- Users create a Planning portfolio as described in this article to define the capacity and demand entities to be used in analysis.
- Setting Display Preferences for Investment and Capacity Planning Views
- This article describes setting preferences that let you show or hide additional financial data and investment ranking on the Investment and Capacity Planning screen's Analyze and Balance views.
- Setting Financial and Investment and Capacity Planning Preferences
- This article describes setting currency and effort display preferences for financial and investment data.
- Defining Threshold Lines for the Rank View
- This article describes setting the preference that controls whether the Rank view on the Investment and Capacity Planning screen can display threshold lines that help you identify when the target an administrator set for a financial-planning column is met.
- Investment and Capacity Planning User Setup: For More Information
- Supplemental content for Investment and Capacity Planning User Setup.
- Pages: 1
- Setting Up Investment and Capacity Planning as a User
- This article outlines the tasks a non-administrator user performs to set up investment and capacity planning.
- Investment and Capacity Planning Preferences - Getting Started
- Basics of setting preferences for the elements of investment and capacity planning, so that it fits your model.
- Pages: 5
- Set Investment Planning Preferences Version 14
- This article provides links to instructions for setting various investment planning preferences. This article applies to Planview Enterprise 14.
- Set Display Preferences
- This article provides information on setting display preferences in Investment and Capacity Planning. This article applies to Planview Enterprise 14.
- Set Multi-Comparison Preferences
- This article explains how to set multi-comparison preferences in Investment and Capacity Planning. This article applies to Planview Enterprise 14.
- Set Ranking Preferences
- This article explains how to change the color and financial columns for threshold lines for ranking in Investment and Capacity Planning. This article applies to Planview Enterprise 14.
- Set My Account Preferences for Financial and Investment Planning
- This article explains how to set the My Account preferences for financial and investment planning. This article applies to Planview Enterprise 14.
- Mastering Investment and Capacity Planning Preferences
- Detailed information on setting preferences for the elements of investment and capacity planning, so that it fits your model.
- Pages: 6
- Setting Display Preferences for Investment and Capacity Planning Views
- This article describes setting preferences that let you show or hide additional financial data and investment ranking on the Investment and Capacity Planning screen's Analyze and Balance views.
- Setting an Entity's Investment Approval Status
- When setting up investment and capacity planning, users set investment approval status on demand entities that are to be evaluated so that they can be considered for approval. Users perform that task from the entity's View screen as described in this article.
- Exporting from Investment and Capacity Planning (Introduction)
- This article indicates the different applications to which you can export investment and capacity planning information.
- Exporting Data from Investment and Capacity Planning to Microsoft Excel
- This article describes exporting data from investment and capacity planning to Microsoft Excel.
- Investment and Capacity Planning Preferences: For More Information
- Supplemental information on investment and capacity planning preferences.
- Pages: 2
- Investment and Capacity Planning Preferences FAQ
- These frequently asked questions cover investment and capacity planning preferences settings. This article applies to Planview Enterprise 11.5 and up.
- 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.
Content
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.