Skip to main content


Planview Customer Success Center

Product Funding

Product Funding

The Product Funding capability’s enablers include Product Planning, Product Funding, and Financial Targets. 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

conceptual image_product funding.jpg

Product funding supports the creation, planning, and approval of an organization's products, and the ability to set time-phased budgets and financial targets (benefits and revenue) for each product. In-flight and potential investments can be analyzed against the budgets and financial targets to assess the organization's ability to take on new investments. 


Product Planning Process Steps


Product Funding - Product Planning w white box.jpg

Product planning process flow


Process Step Description
Create product

Create a record of the new product entity in Portfolios. ​

For more information:

Describe and categorize product  After a new product is created, create configuration-specific description and categorization attributes as determined by the organization's data and information needs.
Create / manage product roadmap

Define the target dates and milestones of the product. This allows the product manager to align the product schedule and the schedule of the associated entities that will deliver the product.​

For more information:



Product Funding Process Steps


Product Funding - Product funding w white box.jpg

Product funding process flow


Process Step Description
Create/manage product budget Create the product budget. The financial planning detail screen is used to input financial planning, budgeting, and forecasting data. Additionally, financial data can be rolled up from work and strategy to outcome (product).



Financial Targets Process Steps


Product Funding - Financial Targets w white box.jpg

Financial targets process flow


Process Step Description
Create/manage product financial targets (benefits/revenue) Capture the revenue targets and benefits of launching the product, against which actual costs can be compared later. All appropriate data should be populated in the financial planning detail screen for the product. 
Baseline product financial plan

Following the input or roll up of financial planning budgeting and target data, a financial baseline for the financial plan should be taken to compare and track variances on the product financials through time.