Investment and Capacity Planning

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Investment and Capacity Planning enables optimal program and project investment decisions. This curriculum provides an overview of functionality, covers the Rank, Analyze, and Balance pivot views, shows how to use Investment and Capacity planning to work with projects and create reports, and explains how to use preferences and the ribbon and tile interface.

5 Courses

intermediate

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Investment and Capacity Planning Concepts
This course introduces important concepts of the Portfolio and Resource Managgement Investment and Capacity Planning functionality. You will also learn how to work with planning portfolios scenarios.
3 Topics
intermediate
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Investment_and_Capacity_Planning/Investment_and_Capacity_Planning_Concepts
Investment and Capacity Planning Overview
Investment and Capacity Planning Overview section of training material.
Pages: 5
Investment and Capacity Planning Overview
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 mixed media article provides an overview.
Understand Investment and Capacity Planning, Top-Down Planning, and Cost-Center Based Planning
This article introduces concepts important for understanding investment and capacity planning and contains a helpful diagram.
Understand Capacity and Work Demand Data
This article defines capacity and work demand data and explains how they differ. It also defines financial load.
Understand Portfolio Budget, Resource Capacity, and Governance
This article lists general principles for working with budgets, capacity plans, and governance processes.
Export from Investment and Capacity Planning
This article lists general principles for working with budgets, capacity plans, and governance processes.

Create a Planning Portfolio
Create a Planning Portfolio chapter of ICP training material.
Pages: 6
Create a Planning Portfolio Overview
This article explains the function of Planning portfolios and provides links to instructions for creating a Planning portfolio.
Create a Planning Portfolio
This article describes how to create a new Planning portfolio.
Understand Planning Portfolio – Cost Center as Capacity
This article goes over how planning portfolios where cost center is the capacity work.
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.
Understand Planning Portfolio – Allocated Work
This article describes what types of work can serve as the demand level for a planning portfolio.
Share and Manage Access to a Planning Portfolio
This article explains how to give access to Planning portfolios to other users.

Create and Refresh Investment Scenarios
The Create and Refresh Investment Scenarios in the ICP training material.
Pages: 3
Create and Refresh Investment Scenarios
This mixed media article provides an overview of creating and refreshing investment scenarios.
Add a New Scenario
This article shows how to create a planning scenario.
Refresh an Existing Scenario
This article shows how to update an investment scenario for new demand only, all demand, and/or all capacity.
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Rank, Analyze, Shift, and Balance Views
This course introduces the investment and capacity planning main screen and provides information on using the rank, balance, and analyze views.
3 Topics
intermediate
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Investment_and_Capacity_Planning/Rank%2C_Analyze%2C_Shift%2C_and_Balance_Views
Rank Investments Using the Rank View
The chapter on Rank Investments Using the Rank View in the ICP training material.
Pages: 8
Investment and Capacity Planning Screen Introduction
This article introduces the Investment and Capacity screen elements common to all pivot views.
Rank Investments Using the Rank View
This mixed-media article explains how to use the Rank view to rank investments within the current scenario. There is also an explanation of the icons used in ranking investments.
Understand the Rank View
This article gives an introduction to the functionality and interface of the Rank view.
Override Previously Ranked Investments
This article explains how to override investments that were previously automatically or manually ranked.
Define Threshold Lines for the Rank View
This article shows how to define the threshold lines for your ranked investments.
Create or Edit Planning Column Sets
This article explains how to create or revise column sets for investment planning.
Review Investment and Capacity Planning Alerts
This article explains how to review and respond to alerts on the Investment and Capacity Planning screen.
Rank Investments Based on Criteria or Manually
This article explains how to rank investments automatically based on criteria you define, or manually rank them.

Analyze Investments using the Analyze View
The Analyze Investments using the Analyze View chapter in the ICP training material.
Pages: 6
Analyze Investments using the Analyze View
After all the investments have been ranked, the Analyze view is used to model different investment scenarios and analyze the impact based on the portfolio targets. This mixed media article provides an overview of the Analyze pivot view in Investment and Capacity Planning, plus links to using the Analyze view.
Understand the Analyze View
This article explains concepts about using the Analyze view and provides an overview of the interface. Also included are links to articles on using the Analyze view.
Modify Investment Status and Priority
This article shows how to change investment and status priority on the Analyze view of Investment and Capacity Planning.
Modify Targets
This article shows how to modify investment targets in the Analyze View of Investment and Capacity Planning.
Modify Demand
This article shows how to modify investment demand in the Analyze View of Investment and Capacity Planning.
Shift Investment Start and Finish Dates
This article explains how to shift financial data for demand entities to different time periods.

Shift Investments using the Shift View
The Shift Investments using the Shift View chapter in the ICP training material.
Pages: 6
Understand the Shift View
This article provides an introduction to the interface and functionality of the Shift view on Investment and Capacity Planning.
Group Hierarchy by Product or Outcome
This article goes over how to group the hierarchy by product or outcome on the Shift view.
Optimization of Investments
This article explains the Investment Optimization function in the shift view in Investment and Capacity Planning.
Shift Investments
This article explains how to Shift Investments in the Shift view in Investment and Capacity Planning.
Profile Investment in Bottom Pane
This article explains how to profile an investment in the bottom pane on the shift pivot view in Investment and Capacity Planning.
Use Milestones on the Shift View
This article explains how to use milestones on the shift pivot view in Investment and Capacity Planning.

Balance Investments using the Balance View
The Balance Investments using the Balance View chapter in the ICP training material.
Pages: 6
Balance Investments using the Balance View
This mixed media article provides an overview of the Balance view of Investment and Capacity Planning.
Understand and React to Alerts on the Balance View
This article explains how to deal with the alerts on the Balance view in Investment and Capacity Planning.
Change Line Attributes on the Balance View
This article explains how to change line attributes on the Balance pivot view in Investment and Capacity Planning.
Update Demand Financial Data
This article tells how to update demand financial data on the Balance view in Investments and Capacity Planning.
Update Capacity Financial Data
This article explains how to update cost center or capacity financial data using the Balance pivot view in Investment and Capacity Planning.
Compare an Investment Scenario to the Work Plan
This article explains how to use the Compare to Work Plan screen on the Balance pivot view of Investment and Capacity Planning to compare an investment scenario to a work plan.
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Working with Investment and Capacity Planning
This course covers inter-project dependencies and investment and capacity planning,comparing scenarios, using Impact Analysis Visuals to perform interactive scenario planning, and finally, publishing a scenario to be the new plan.
4 Topics
intermediate
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Investment_and_Capacity_Planning/Working_with_Investment_and_Capacity_Planning
Inter-Project Dependencies and Investment and Capacity Planning
The Inter-Project Dependencies and Investment and Capacity Planning chapter in the ICP training material.
Pages: 5
Inter-Project Dependencies in Investment and Capacity Planning
Understanding inter-project dependencies is key to making good investment and capacity decisions. This article goes over general principles and contains links to article on working with dependencies.
Understand the Four Types of Dependency
This article contains a chart defining the four types of project dependency: required by, codependent on, dependent on, and redundant with.
View and Manage Investment Dependencies
This article shows how to create dependencies among projects, strategies, or outcomes from the Investment and Capacity Planning screen.
View Investment Dependency Alerts
This article describes how to view investment dependency alerts.
Resolve Dependency Conflicts
This article shows how to resolve dependency conflicts from the Investment and Capacity Planning screen.

Compare Investment Scenarios
The Compare Investment Scenarios chapter in ICP training material.
Pages: 3
Compare Investment Scenarios
This article provides an outline of the two views for comparing investment scenarios.
Use the Planned Investments View
This article shows how to Use the Compare—Planned Investments View in Investment and Capacity Planning.
Use the Compare—Approval Decisions View
This article shows how to Use the Compare—Approval Decisions View to compare scenarios in Investment and Capacity Planning.

Interactive Scenario Planning Using Impact Analysis Visuals
The Interactive Scenario Planning Using Impact Analysis Visuals chapter from the ICP training material.
Pages: 9
Perform Interactive Scenario Planning Using Impact Analysis Visuals
The Visuals tile type, available on the Planning Portfolio view, provides portfolio managers with the ability to visualize and compare investment scenario impacts across the organization’s portfolios and scenarios. This article discusses how to create Impact Analysis type visual tiles.
Overview: Interactive Scenario Planning
This article is an overview of the Visual tile type, available on the Planning menu.
Understand: Impact Analysis Visual - Summary Pane
This article explains the Summary pane of the Impact Analysis Visual on the Planning menu.
Understand: Impact Analysis Visual - Wave Graph Pane
This article explains the Wave Graph pane of the Impact Analysis Visual on the Planning menu.
Understand: Impact Analysis Visual - Bar Charts Pane
This article explains the Bar Charts pane of the Impact Analysis Visual on the Planning menu.
Understand: Impact Analysis Visual - Configuration Pane
This article explains the Configuration pane of the Impact Analysis Visual on the Planning menu.
Create an Impact Analysis Visual
This article explains how to add a new Impact Analysis Visual to the Planning menu ribbon.
Export an Impact Analysis Visual
This article explains how to export an Impact Analysis Visual from the Planning menu.
Understand: Impact Analysis Visual - Out of Portfolio
This article explains the Out of Portfolio concept with relation to the Impact Analysis Visual on the Planning menu.

Publish the Ideal Plan
The Publish the Ideal Plan chapter from the ICP training material.
Pages: 3
Publish the Ideal Plan
This article provides information and best practices on publishing a finalized scenario.
Publish from a Scenario
This article covers publishing from a scenario other than the shared scenario.
Publish from the Shared Scenario
This article describes how to publish a finalized investment plan from the shared scenario.
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Use the Portfolio and Resource Management UI
This course goes over important parts of the Portfolio and Resource Management UI that are useful in Investment and Capacity Planning, including special Investment and Capacity Planning preferences, and report tiles on the ribbon.
2 Topics
intermediate
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Investment_and_Capacity_Planning/Use_the_Portfolio_and_Resource_Management_UI
Set Investment Planning Preferences
The Set Investment Planning Preferences chapter from the ICP training material.
Pages: 5
Set Investment Planning Preferences
This article provides links to instructions for setting various investment planning preferences.
Set Display Preferences
This article provides information on setting display preferences in Investment and Capacity Planning.
Set Ranking Preferences
This article explains how to change the color and financial columns for threshold lines for ranking in Investment and Capacity Planning.
Set Multi-Comparison Preferences
This article explains how to set multi-comparison preferences in Investment and Capacity Planning.
Set My Account Preferences for Financial and Investment Planning
This article explains how to set the My Account preferences for financial and investment planning.

Manage Ribbons, Tiles, and Column Sets
Manage Ribbons, Tiles, and Column Sets chapter from the ICP training material. Uses standard Fundamentals pages.
Pages: 4
Manage Ribbons, Tiles, and Column Sets
The information here will help you make the best use of the ribbon, tile, and column set functionality in the Portfolio and Resource Management user interface. It explains how the more... tile is used to add tiles to the ribbon.
Work with Ribbons and Tiles
This mixed media article provides an introduction to the concepts of the ribbon and tiles using the Portfolio View screen as an example.
Customize Ribbon and Tile Settings
This mixed-media article explains how to use the more... tile to access the screen to manage which tiles appear on any Portfolio and Resource Management ribbon.
Manage Column Sets
This mixed media article explains how to create column sets and how to edit and delete column sets that you create.
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Advanced Topics - Investment and Capacity Planning
This course goes over some advanced topics related to Investment and Capacity Planning.
2 Topics
intermediate
https://success.planview.com/Training_Academy/Planview_Enterprise_One_-_Portfolio_and_Resource_Management/Investment_and_Capacity_Planning/Advanced_Topics_-_Investment_and_Capacity_Planning
Advanced Topics - Investment and Capacity Planning
Advanced topics to accompany the Investment and Capacity Planning training material.
Pages: 3
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.
Using Shared Scenarios within Investment and Capacity Planning
This article provides a use case of using shared scenarios, showing how it is used within organizations.
Compare Financial Data Across Scenarios for One Investment
This article outlines a use case for comparing financial data across scenarios for one investment.
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