Role-based Capacity Planning
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Definition
This capability provides the mechanism to set role-based, time-phased capacity targets.
It supports investment planning by providing the context of role-based capacity targets against which demand can be analyzed and an assessment made on the ability to take on new investments.
Business Outcomes
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Capacity Targets
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We can set role-based capacity targets against which in-flight and potential new investments can be balanced
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Program Resource Planning
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We can forecast the effort required to deliver potential programs and their associated projects, expressing this demand against the against the relevant organizational and resource role/type
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Capacity and Demand Balancing
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We can assess our ability to successfully deliver potential new investments against resource capacity targets available to the organization
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We can analyze the impact of new investments on resource capacity within the context of the existing portfolio of approved investments
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We can schedule investments across time to optimize the use of resources
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We can quickly identify capacity constraints as investments are approved and reallocate resources to high priority investments
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Process Flow
Capacity Targets
Defining the capacity targets/budgets takes place in the Planning menu and Strategic Financial Planning areas of Planview Enterprise One – PRM.
Process Step | Description |
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Set and Maintain Portfolio Capacity Targets/Budget |
The process of investment planning allows Planners to evaluate the list of proposed investments (projects) to determine which to move forward with.
Conceptual example of capacity and demand financial plans
In order to carry out and understand portfolio investment planning, it is essential that an accurate recording of your target budget and resource capacity is captured within Planview Enterprise One – PRM. The detail of the summarized capacity totals can be drilled in to via the Financial Planning Detail screens associated with each capacity entity. |
Program Resource Planning
Program Resource Planning takes place in the Strategy menu of Planview Enterprise One – PRM.
Process Step | Description |
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Plan Program Roadmap and Milestones |
Milestones and Releases at the program level are added directly from the Strategy View screen. Program Roadmap graphically represents the schedule of strategic entities, allocated work, outcomes, milestones and releases of a strategic plan.
TIP
![]() Strategy Roadmap on the Strategy Portfolio View screen
For more information see Strategy View Screen Basics, Strategy Roadmap, Customizing the Strategy Roadmap's Display, Reviewing Milestones on the Strategy Roadmap, or Strategic Milestones. |
Capacity and Demand Balancing
Capacity and Demand Balancing takes place in the Strategy and Planning menus of Planview Enterprise One – PRM.

Capacity and Demand Balancing Process Flow
Process Step | Description |
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Create/Update Planning Portfolio to Include all Programs that are Ready for Analysis/Approval | Planning portfolios define where and which targets and demand you wish to analyze and for which time range (Planning Horizon). Analysis is based on:
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Create and Compare Scenarios |
Investment and capacity planning lets you define an investment plan in a shared environment by working in investment and capacity planning scenarios that are portfolio specific. When working in a shared environment, you and other users review the same proposed investment plan so that each of you can examine and update those portions that affect your respective areas. Investment and capacity planning scenarios let you model different investment decisions and various approaches to balancing investment demand with capacity. By using multiple scenarios, you and other users who have access to a relevant portfolio can work in a what-if environment until it is determined that a particular scenario is ready to be published and thereby shared with others as your organization's investment plan.
![]() Scenario dropdown - Shared Scenario and user-defined scenarios examples
![]() Scenario dropdown options
For more information about scenarios see Managing Investment and Capacity Planning Scenarios. More information, including an example, about the use of shared scenarios can be found by clicking Using Shared Scenarios within Investment and Capacity Planning. |
Rank and Prioritize Programs |
Investment and Capacity Planning provides a mechanism to collect together all investments (accepted, in-flight, and potential projects) and carry out an assessment and approval in the context of the whole portfolio. The Rank Pivot View within Investment and Capacity Planning provides the ability to sort the list of investments based on subjective or qualitative scoring and prioritization criteria to determine a priority between the investments within the portfolio. This ranking is then used in subsequent screens in Investment Capacity Planning as as sorting criteria.
![]() Planning Manager - Rank Investments
For more information see Ranking Investments, Automatically Rank Investments Based on Criteria, Dragging Investments to Rank Them, Defining Threshold Lines for the Rank View, Removing an Investment's Ranking, and Alerts. |
Analyze Against Portfolio Targets |
Investment and Capacity Planning provides a mechanism to collect together all investments (accepted, in-flight and potential projects) and carry out an assessment and approval in the context of the whole portfolio. The Analyze Pivot view view provides the ability to “approve” (set the Investment Approval Status to Accepted) projects by moving them above the line (accepted) and seeing the impact on overall budgetary constraints and capacity. Any changes made to Investment Approval Status, and Internal Priority, made in the Investment and Capacity screens are "what-if" changes and are not confirmed until the scenario is Published to Execution. To analyze investments "Above and Below the Line":
![]() Planning Manager - Analyze Investments
For more information see Updating Investment Approval Status and Priority, Reviewing a Gantt Chart in Investment and Capacity Planning. |
Shift Investments to Fit with Available Capacity |
After all the investments in a portfolio have been ranked and analyzed, the investment scenarios may be further evaluated to review the date ranges of the approved and conditionally approved investments. There may be constraint limitations on specific resource types that may be resolved by shifting dates of the investments. Investments previously below the line may be able to become approved if the dates are shifted.
![]() Planning Manager - Shift Investments
![]() Planning Manager - Shift Highlighting Bottom Tray Details
![]() Planning Manager - Shift Highlighting Bottom Tray Details
For more information see Shift Investments, Data Display and Layout of the Shift View, or Shifting Investments to Resolve Capacity Issues. |
Balance Against Capacity |
Investment and Capacity Planning provides a mechanism to collect together all investments (accepted, in-flight, and potential projects) and carry out an assessment and approval in the context of the whole portfolio. The Balance Pivot view view allows you to look at investments that have been accepted in the scenario and to look at the time profiled impact of the investments against the capacity and budget targets. To Balance Investments:
![]() Planning Manager - Balance Investments
For more information see Updating Capacity and Demand Data in Investment and Capacity Planning, Changing Account Line Attributes in Investment and Capacity Planning, or Updating Capacity and Demand Data by Accessing the Financial Plan. |
Baseline Portfolio | |
Publish Portfolio Decisions and Adjustments | |
Close Initiative/ Demand Entity |
Best Practices
Coming soon.
Outputs, Reports, and Analytics
Coming soon.