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Investment and Capacity Planning Introduction

Topics

Investment and Capacity Planing Basics
Overview and introduction to investment and capacity planning concepts.
Pages: 8
Mastering Investment and Capacity Planing Basics
Detailed information on investment and capacity planning concepts.
Pages: 5
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
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
  • Investment and Capacity Planning (Overview)
  • 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.
  • 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.
  • 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
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
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. Once the decisions have been made regarding which investments to move forward with, the information is published to the rest of the organization. During the analysis phase, some organizations may want to further filter their investments to do analysis on only a s

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.