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Planview Customer Success Center

Organizational Funding


This capability provides the mechanism to set financial time-phased budgets or targets at the relevant organizational level (i.e., division, business unit, department) against which planned and in-flight investments can be analyzed.

Business Outcomes

  • We can set organizational financial targets and budgets that represent the investment “pot” of money for the portfolio and the benefits/ revenue targets that the portfolio must generate.

  • We can support investment planning by providing the context of organizational financial targets against which demand can be analyzed and an assessment made on the ability to take on new investments.​

Process Flow

Coming soon.​

Best Practices

Coming soon.​

Outputs, Reports, and Analytics

Coming soon.