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Investment and Capacity Planning Usage

Topics

Investment and Capacity Planning Screen Overview
Elements of the investment and capacity planning screen views and menus.
Pages: 7
Scenarios - Getting Started
Basics of creating, editing, refreshing and deleting investment scenario information.
Pages: 4
Mastering Scenarios
Detailed information on creating, editing, refreshing and deleting investment scenario information.
Pages: 8
Investment and Capacity Planning Scenarios: For More Information
Supplemental content for Investment and Capacity Planning Scenarios.
Pages: 3
  • Investment Scenario FAQ
    These frequently asked questions cover scenarios in Investment and Capacity Planning. This article applies to Planview Enterprise 11.5 and up.
  • 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.
  • Creating Financial Targets and Scenarios
    To distribute funds to achieve maximum value, it is necessary to define alternate investment and funding scenarios based on certain attributes, financial targets, and other information.
Rank Pivot View - Getting Started
Basics of ranking investments on the rank view and working with thresholds.
Pages: 8
Mastering the Rank Pivot View
Detailed information on ranking investments on the rank view and working with thresholds.
Pages: 7
  • Rank View
    This article provides general information about the Investment and Capacity Planning screen's view that reflects the order in which investments are ranked within an investment and capacity planning scenario.
  • Dragging Investments to Rank Them
    This article describes quickly ranking investments by dragging them in the Investment and Capacity Planning screen.
  • Removing an Investment's Ranking
    This article describes removing an investment's ranking within an investment and capacity planning scenario.
  • Responding to Investment and Capacity Planning Alerts
    This article describes accessing various alerts that help you identify capacity spikes or resolve issues in Planview Enterprise.
  • Automatically Rank Investments Based on Criteria
    This article describes automatically ranking investments by applying a set of criteria based on columns in the column set selected on the Investment and Capacity Planning screen.
  • 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.
  • Understand Investment and Capacity Planning Alerts (Introduction)
    This article describes the investment and capacity planning alerts that help you identify capacity spikes and in some cases resolve some issues as you make investment decisions while working in the Investment and Capacity Planning screen.
Rank Pivot View: For More Information
Supplemental content for Rank Pivot View.
Pages: 3
  • Initiating a New Investment - Attributes to Consider
    This best practice offers suggestions for data and attributes to consider when proposing new project and program investments.
  • Rank View FAQ
    These frequently asked questions cover the Rank View in Investment and Capacity Planning. This article applies to Planview Enterprise 11.5 and up.
  • Scoring, Ranking, and Prioritization
    This best practice highlights the differences between scoring, ranking, and prioritization of investments, and highlights specific scoring criteria to consider.
Analyze Pivot View - Getting Started
Basics of analyzing capacity and demand using the Analyze pivot view.
Pages: 6
  • Analyze Investments using the Analyze View Version 14
    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 article provides an overview of the Analyze pivot view in Investment and Capacity Planning, plus links to using the Analyze view. This article applies to Planview Enterprise 14.
  • 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. This article applies to Planview Enterprise 14.
  • Modify Demand
    This article shows how to modify investment demand in the Analyze View of Investment and Capacity Planning. This article applies to Planview Enterprise 14.
  • Modify Targets
    This article shows how to modify investment targets in the Analyze View of Investment and Capacity Planning. This article applies to Planview Enterprise 14.
  • Shift Investment Start and Finish Dates
    This article explains how to shift financial data for demand entities to different time periods. This article applies to Planview Enterprise 14.
  • ICP - Analyze Pivot
Mastering the Analyze Pivot View
Detailed information on analyzing capacity and demand using the Analyze pivot view.
Pages: 4
Analyze Pivot View: For More Information
Supplemental information for Analyze Pivot View.
Pages: 4
  • Analyzing Investments FAQ
    These frequently asked questions cover the Analyze view in Investment and Capacity Planning. This article applies to Planview Enterprise 11.5 and up.
  • Analyzing, Balancing, and Approving Investments
    Analyzing, balancing, and approving investments follows the investment ranking process, and involves reviewing leading candidate investment scenarios, re-ranking the investments as needed, making sure the investments are timed with available capacity, and selecting, approving, and baselining a single scenario. This best practice outlines a recommended approach to analyzing, balancing, and approving investments.
  • 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.
  • Project Estimation and Budgeting
    This best practice offers an overview of project estimation methods and techniques, including the various levels and types of estimates, and considerations for each.
Impact Analysis Visuals for Interactive Scenario Planning
Creating Impact Analysis type visual tiles to plan scenario impacts across portfolios and scenarios.
Pages: 9
Inter-Project Dependencies and Investment and Capacity Planning - Getting Started
Basics of viewing and managing dependencies, and dealing with dependency alerts.
Pages: 7
Mastering Inter-Project Dependencies and Investment and Capacity Planning
Details on viewing and managing dependencies, and dealing with dependency alerts.
Pages: 3
  • Resolving Dependency Conflicts
    This article describes resolving dependency conflicts while you are viewing information in investment and capacity planning.
  • Conditions that Generate the Count of Dependency Conflicts Alert
    The following article identifies the investment approval status and dependency type combinations that result in Planview Enterprise generating the Count of Dependency Conflicts alert if that alert is enabled.
  • About Dependency Conflicts
    The following article describes the investment approval status values that help determine whether a dependency between investment entities is valid or has a conflict. The article also includes an example of valid dependencies as well as examples of dependency conflicts.
Balance Pivot Getting Started
Basics of using the balance view to analyze and update data, as well as react to alerts.
Pages: 9
  • Balance Investments using the Balance View Version 14
    This article provides an overview of the Balance pivot view of Investment and Capacity Planning. Links to how to use the view are included. This article applies to Planview Enterprise 14.
  • Understand the Balance View
    This article provides an introduction to the interface and functionality of the Balance pivot view on Investments and Capacity Planning. This article applies to Planview Enterprise 14.
  • ICP - Balance Pivot
  • Analyze Data on the Balance View
    This article goes over the options for analyzing investment and capacity data on the Balance pivot view. This article applies to Planview Enterprise 14.
  • 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. This article applies to Planview Enterprise 14.
  • 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. This article applies to Planview Enterprise 14.
  • Update Demand Financial Data
    This article tells how to update demand financial data on the Balance view in Investments and Capacity Planning. This article applies to Planview Enterprise 14.
  • 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. This article applies to Planview Enterprise 14.
  • 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. This article applies to Planview Enterprise 14.
Mastering the Balance Pivot View
Detailed information on using the balance view to analyze and update data, as well as react to alerts.
Pages: 6
Balance Pivot View: For More Information
Supplemental content for Balance Pivot View.
Pages: 4
  • Balance View FAQ
    These frequently asked questions cover the Balance view in Investment and Capacity Planning. This article applies to Planview Enterprise 11.5 and up.
  • Analyzing, Balancing, and Approving Investments
    Analyzing, balancing, and approving investments follows the investment ranking process, and involves reviewing leading candidate investment scenarios, re-ranking the investments as needed, making sure the investments are timed with available capacity, and selecting, approving, and baselining a single scenario. This best practice outlines a recommended approach to analyzing, balancing, and approving investments.
  • Understanding Capacity and Demand
    Organizations often lack a clear understanding or full visibility of capacity and demand, leading to resource overload and project delays. This best practice offers an overview of capacity and demand, and advises on common pitfalls to avoid.
  • 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.
Scenario Comparison
Comparing scenarios for approval, demand, and capacity.
Pages: 10
Scenario Publication
Publishing the ideal investment plan from a scenario.
Pages: 7

Content

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.