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Planview Customer Success Center

Portfolio Planning

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Portfolio planning

This capability supports the creation, initial planning, and lean business case development of epics that will deliver and operate our products, services, systems, and their corresponding business outcomes. It also supports portfolio backlog management and visualizing all work on a portfolio Kanban board aligned to a preferred work methodology and process.

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conceptual image_portfolio planning.jpg

Capability resources

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    Portfolios process flows

    Review step-by-step guidance, process flows, and best practices for end users to achieve specific business outcomes.

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