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Planview Customer Success Center

Program Portfolio Planning and Program Management


This capability supports the creation, planning, business case development and approval of programs that will deliver the organizational strategic initiatives and business outcomes. 

It support a clearly defined process to initiate a potential new program and collect relevant categorization/scoring information and initial financial data. 

It allows for the collection of all potential new programs to carry out analysis and approval in the context of the whole portfolio (including in-flight programs), resulting in an agreed portfolio plan. 

It provides a process and governance structure for progressing programs through an approval lifecycle into execution/delivery; ensuring that decisions are made by the right people based on structured data for each program entity.  

Business Outcomes

  • Requests

    • We have a single repository to collect requests for work and change from the business and this repository is available to all stakeholders in the organization 

    • We have a structured process to categorize and assess and carry out a “sizing” estimation of these requests before taking them forward for consideration as new investments 

  • Program and Project Intake

    • We have a consistent intake process for all programs/projects 

    • We can describe and categorize programs and projects based on our organizational data model and attribute 

    • We have a single repository for all programs and projects, which includes new potential (not yet approved), approved, active and completed programs and projects 

    • We have a structured process to capture, assess, estimate and approve programs  

  • Program Governance

    • We have a structured process to capture, assess, estimate and approve programs  

    • We can ensure that the appropriate governance process is applied to programs, based on specific criteria 

    • We can ensure that the program approval and review actions have been assigned to the appropriate user 

  • Program Financial Planning

    • We can estimate the costs, benefits and revenue associated with potential new programs 

  • Analysis and Prioritization

    • We can consistently align and rank potential investments based on our organization’s priority and drivers 

    • We can analyze the impact of new investments against the existing portfolio of approved investments 

    • We have the ability to analyze a portfolio of investments against a time-phased financial budget or target and to understand the impact of trade-off decisions on our ability to deliver the portfolio targets within that budget / target 

    • We can identify under-achieving investments (in terms of revenue and costs) and reallocate the funds / capacity to other investments 

    • We can create investment ‘what if’ scenarios 

    • We can share decisions about potential investments across the organization 

  • Program and Project Monitoring

    • We are able to collect the program and project execution data necessary to provide the context of in-flight investments in which to make portfolio prioritization and planning / re-planning decisions. 

Process Flow

Coming soon. 

Best Practices

Coming soon. 

Outputs, Reports, and Analytics

Coming soon.