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.
Epic Portfolio Planning Business Outcomes
Intake and Lean Business Case
- We can initiate new epics to deliver solutions defined in the value streams and achieve portfolio outcomes.
- We can collect the relevant descriptive and categorization information required to develop each epic’s Lean business case.
Epic Financial Planning
- We can capture the epic’s high-level costs.
- We can estimate the size, benefits, and desired results associated with each epic to support the Lean business case.
- We can track agile teams’ completed work, and use that data to automatically create timesheet entries for financial planning, including categorizing the work into capitalization (CAPEX) or operational expenses (OPEX).
Portfolio Backlog Management
- We can visualize all approved epics on a portfolio Kanban board.
- We can customize Kanban boards to reflect existing portfolio processes.
- We can sequence epics by size, value, and team capacity/velocity considerations.
- We can create aligned autonomy by associating work on team and program boards to the portfolio Kanban board.
Epic Portfolio Planning Processes
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.
Related Capabilities
Agile Program Management
This capability supports team of teams program backlog management, quarterly planning, and program planning using Kanban boards. Teams can see backlogged and current work and coordinate organizational initiatives effectively and with clarity into the value delivered.
Read moreEpic Prioritization & Scenario Analysis
This capability provides the ability to collect all potential and existing epics, prioritize them based on an organization’s desired outcomes, and compare the impact of trade-off decisions using various hypothetical scenarios before approving the overall portfolio plan.
Read moreTeam of Teams Capacity Planning
This capability provides the mechanism to set time-phased capacity budgets or targets, and sequence epics across defined timeboxes to align with team capacity. This provides a framework to analyze demand and make assessments on the ability to continue with or take on new epics.
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Supported Solutions
Agile Program Management
Designed with the growing agile organization in mind, Planview’s Agile Program Management solution gives your agile teams a way to visualize, plan, coordinate, and deliver your organization’s biggest initiatives in an accelerated and predictable way.
Read moreEnterprise Agile Planning
Planview’s Enterprise Agile Planning solution provides a scalable enterprise-level lean portfolio management, agile program management, and agile delivery platform that enables planning and value delivery from the strategic portfolio level to the agile team.
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