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Planview Customer Success Center

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.


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.