Portfolios ICP: Gain insights with reports and outputs

Last updated
Save as PDF

Audience	Portfolio manager, PMO, EPMO, portfolio board, finance manager
Objective	Leverage investment and capacity planning reports and outputs to gain actionable insights and inform portfolio decision making.

Planview Professional Services is available to support your deployment of Planview Investment and Capacity Planning capabilities. For more details, refer to the Planview Portfolios Capability Adoption Package: Investment and Capacity Planning.

Investment and capacity planning includes robust reporting and analytics as core features, essential for effective decision making. These outputs provide insights into various aspects of investment and capacity management, facilitating informed decisions. Additionally, there are a range of supplemental reports that can be configured to enhance portfolio planning. These reports allow for customization based on specific business needs, enabling organizations to tailor their analysis and reporting to better align with their strategic objectives.


Report or output	Type	Description
Impact Analysis Tile Visualization	Tile	The Impact Analysis Report Tile is a dynamic visualization tool that allows portfolio managers to assess the impact of proposed changes to their current investments and resources. Using dynamic visualization, portfolio managers can compare a shared scenario to different what-if scenarios to understand how changes to investment priorities, funding, or resources will affect the overall portfolio. Cost Analysis Impact Tile This Cost Analysis Impact Tile visualizes the impact of planned investments (using the Actual/Forecast demand version) to the portfolio target on a monthly timeline. Users can create different what-if scenarios to compare to the shared scenario. The bar chart pane provides details on the investments such as the top strategic themes and project sponsors. Effort Analysis Impact Tile This Effort Analysis Impact Tile was created to analyze the impact of planned effort (using the Actual/Forecast demand version) to the portfolio target on a monthly timeline. The bar chart pane provides details on the investments such as work type, lifecycle stage, and strategic themes. For the steps to create an Impact Analysis visualization, see Create an Impact Analysis Report Tile.
Planning Portfolio – Planning Manager – Rank and Analyze Pivot Views	Tile	In the Planning Portfolio – Investment and Capacity Planning View, use the Planning Manager Tile to view investments and make decisions based on portfolio financial targets and capacity targets. Use the Rank Pivot View to rank and prioritize investments. Use the Analyze Pivot View to analyze investments by moving them above (accepted investments) and below the line (pipeline investments).
Planning Portfolio – Planning Manager – Shift and Balance Pivot Views	Tile	In the Planning Portfolio – Investment and Capacity Planning View, use the Planning Manager Tile to view current and pipeline investments and make decisions based on portfolio financial targets and capacity targets. Use the Shift Pivot View to assess which investments are at risk due insufficient capacity and examine the impact of shifting investment dates and durations. Use the Balance Pivot View to identify and resolve capacity and demand issues in order to continue with priority investments.
Planning Portfolio – Planning Manager – Compare Planned Investments Pivot View	Tile	In the Planning Portfolio – Investment and Capacity Planning View, use the Planning Manager Tile to view current and pipeline investments, model scenarios, and make decisions based on portfolio financial targets and capacity targets. The Compare Planned Investments Pivot View allows you to compare planned investments from two different scenarios and identify differences relevant to the financial data, investment approval status, and investment ranking values.
Planning Portfolio – Planning Manager – Compare Approval Decisions Pivot View	Tile	In the Planning Portfolio – Investment and Capacity Planning View, use the Planning Manager Tile to view current and pipeline investments, model scenarios, and make decisions based on portfolio financial targets and capacity targets. The Compare Approval Decisions Pivot View allows you to compare approval decisions from two different scenarios to evaluate the trade-offs of investment decisions.
Configurable Analyze Tiles	Tile	The configurable Analyze tile allows you to create custom chart tiles, table tiles, Power BI tiles, and visual tiles. Administrators can create shared configurable chart and table tiles, and control who has access to the Analyze tile.
PLN01 – Investment Planning Demand vs. Portfolio Targets	Analytic	This analytic supports project, strategy, and product-based portfolios by summarizing data in an investment planning portfolio scenario and providing a time-phased view of the portfolio demand and targets. Portfolio demand is compared to the capacity of resources or funds required to deliver the portfolio, or to the benefits/revenue the portfolio must deliver. This output can be used for confirming the content of the published investment plan, and sharing with business areas who need to align their work entities to the decisions taken. Clear business rules for each investment approval status can be defined to drive system updates. For example: Accept >> carry on, possibly update financials Analyze >> on hold, move financials to a future year, PMs to align plan dates Refuse >> zero out future financials, move to "cancelled" or such status
PLN32 – Planning Portfolio Financial Burndown Comparison	Analytic	This planning portfolio report creates a time-phased financial burndown chart of the whole planning portfolio or each individual project, allowing you to track actual burn and forecast burn to ensure that spend, effort, revenue, or benefits are in line with projections. This report compares versions of the financial plan with effort represented as FTEs, days, or hours, and financials as cost, benefits, or revenue.