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Epic Portfolio Planning

Epic Portfolio Planning

The Epic Portfolio Planning capability’s enablers include Intake and Lean Business Case Development, Epic Financial Planning, and Portfolio Backlog Management. Each capability within the Planview Capability Framework has a distinct set of features and functionality, business processes, best practices, and analytics and reports that deliver value to customers in the form of specific business outcomes.

Processes and Reports

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Epic portfolio planning allows you to manage your portfolio of existing and backlogged agile epics, from intake and creation to planning, development, and financial management.


Intake and Lean Business Case Process Steps


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Intake and lean business case process flow


Process Step Description
Create epic

Create a record of the new epic in Planview Enterprise One – PRM.

Epics are created at the PPL level of the work structure. There are two main types of epics: business epics and enabler epics.

  • Business epics directly deliver business value
  • Enabler epics advance the architectural runway to support upcoming business or technical needs
Describe and categorize epic

Populate configuration-specific description and categorization attributes into the new epic as determined by the data and information needs of the organization.

Capture prioritization information  Capture prioritization information either within fields or directly on the financial plan.

Weighted Shortest Job First (WSJF) is an example of a prioritization model to sequence both epics and features. Using WSJF, work items that can deliver the most value and take the shortest length of time are chosen first.
Capture additional business case information Capture financial information on the epic or directly on the financial plan. Other types of governance information may include sizing, priority, or other aspects of a lean business case.



Epic Financial Planning Process Steps


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Epic financial planning process flow


Process Step Description
Estimate size/ART capacity to deliver epic Coordinate with other teams if there are any dependencies, redundancies, or obstacles that could affect the completion of the features for all teams.
Manage epic costs

Capture capacity targets in terms of units at the Agile Release Train (ART) level. Enter capacity targets in the Units-Points account or a similar account, adding lines as needed. Then add velocity or capacity units in terms of points for each row.

For more information:

Manage epic revenue/KPIs

Enter benefits and revenue targets into the Benefits or Revenue Targets accounts, adding lines as needed. Examples of benefits may be cost savings or incremental sales. This data is often entered in the currency format, by quarter.

Some aspects of the lean business case may be captured on the Add New Epic screen, and some may be captured into Benefits or Revenue Targets accounts, depending on the specific configuration.

For more information:



Portfolio Backlog Management Process Steps



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Portfolio backlog management process flow


Process Step Description
Key prioritized epics

The output from the prioritization event will be the key prioritized epics, sequenced into sprints within the PI. Publishing these may trigger steps within a lifecycle.

For more information:

Sync epics to Portfolio Board

The sync process is often completed as part of a lifecycle. The following diagram shows the data sync at different steps in the process. The blue boxes show the sync of epics at the PPL level of Planview Enterprise One to the portfolio board in LeanKit.


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Planview Portfolios - Planview AgilePlace connector example


For more information:

Sequence epics into appropriate timeboxes (e.g., Program Increment)

Sync key prioritized epics into LeanKit, and make any adjustments if necessary. Even if epics were sequenced as part of investment and capacity planning, they will need to be put into the correct sprint in LeanKit.

Deliver epics through underlying features and stories

Build out the appropriate features and stories for each epic on the program and team program boards. Move epics toward completion as underlying work is accomplished.

As the organization goes through the cyclical process of delivering epics through the underlying features and stories, the leading and lagging indicators will collect data. Based on the epic's performance against projected delivery forecasts, persevere or pivot decisions will need to be made. Making these decisions each quarter instead of each year as part of annual planning increases agility at the enterprise level. This cyclical process will roll data back into the next PI Planning when investments are re-analyzed.


Related Capabilities

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