Design and set up

Select your organizational use case for Planning

In investment and capacity planning, a planning portfolio defines the capacity and demand entities to be analyzed and balanced.

Before you can design and set up investment and capacity planning, you must first determine which capacity and demand entities you want to evaluate. Capacity can be derived from cost centers, work, strategies, or outcomes. Demand can be derived from work, strategies, or outcomes.

The table below describes the most common use cases for planning portfolios.
 

Top-down work planning	Cost center planning	Program planning	Strategic planning	Product/outcome planning
Top-down work planning is the simplest use case. It can be used to track the consumption of funding (budget) assigned to a organizational department by the work that the department is responsible for delivering.	Cost center planning is ideal to support capacity planning, either after implementing departmental planning, or on its own.	Program planning can be used to plan the projects and work that will deliver a program.	Strategic planning can be used to determine the breakdown of strategic funding/budgets into the initiatives and programs that will deliver the strategy.	Product/outcome planning can be used to plan investments in new products or the development of products.
Go to Top-down work planning>>	Go to Cost center planning>>	Go to Program planning>>	Coming soon	Coming soon