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Investment and Capacity Planning Overview

Summary

The information below provides an introduction to the investment and capacity planning functionality. This mixed media article provides an overview.

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This article applies to Planview® Enterprise One release 15 – Portfolio and Resource Management.

Key Concepts and Best Practices

The use of Investment and Capacity Planning allows your organization to determine if there is sufficient budget to support proposed investments.

The use of the Investment and Capacity Planning Manager provides your organization with the ability to analyze and make investment decisions on demand.

The underlying information used for analysis is from the respective financial plans defined as capacity (financial and capacity targets) and demand (from work, outcomes, or strategies) in the Investment Planning portfolio. It is imperative that the most current financial data is available before the start of the analysis to make investment decisions.

Different types of Investment Planning portfolios can be created to define the source for capacity and demand. For example, resource capacity can be analyzed with work demand by creating Cost Center versus Work portfolios. Alternately, Strategy versus Work portfolios will compare financial targets available for strategic objectives against demand from work proposed to achieve the objectives. Other combinations of portfolio definitions will allow your organization to analyze targets with demand for resource capacity, strategic objectives, outcomes, and work.

Different scenarios can be created for each portfolio to model different decisions, and variances can be viewed in the comparison mode.

Investment and Capacity Planning Overview

Figure 1: Investment and Capacity Planning Overview