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Planview Customer Success Center

Project Portfolio Planning

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Project Portfolio Planning

This capability supports a clear and consistent process for initiating new business requests, managing new projects, and progressing projects through an approval cycle into execution and delivery. When new projects are created, description and categorization information is captured, then a high-level work schedule is built out with dates, durations, milestones, and other important information. A high-level estimate of project costs and benefits are captured in the financial plan, then baselined to track progress on project delivery, business outcomes, and important program milestones.

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Capability resources

  • 4-Articles-Documentation.jpg

    AdaptiveWork process flows

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

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    { "capabilityresource|projectportfolioplanning" : { name : "capabilityresource|projectportfolioplanning", pages : "property get [List MindTouch.Deki.Logic.ExtensionProcessorQueryProvider+<>c__DisplayClass256_0.<MakeTagObject>b__0]()", prefix : "", type : "text", value : "capabilityresource|projectportfolioplanning" }, "PageThumbnail|ProcessFlows" : { name : "PageThumbnail|ProcessFlows", pages : "property get [List MindTouch.Deki.Logic.ExtensionProcessorQueryProvider+<>c__DisplayClass256_0.<MakeTagObject>b__0]()", prefix : "", type : "text", value : "PageThumbnail|ProcessFlows" }, "SearchCategory|AdoptionFramework" : { name : "SearchCategory|AdoptionFramework", pages : "property get [List MindTouch.Deki.Logic.ExtensionProcessorQueryProvider+<>c__DisplayClass256_0.<MakeTagObject>b__0]()", prefix : "", type : "text", value : "SearchCategory|AdoptionFramework" } }
  • 4-Articles-Documentation.jpg

    Connected ProjectPlace process flows

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

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    { "capabilityresource|projectportfolioplanning" : { name : "capabilityresource|projectportfolioplanning", pages : "property get [List MindTouch.Deki.Logic.ExtensionProcessorQueryProvider+<>c__DisplayClass256_0.<MakeTagObject>b__0]()", prefix : "", type : "text", value : "capabilityresource|projectportfolioplanning" }, "PageThumbnail|ProcessFlows" : { name : "PageThumbnail|ProcessFlows", pages : "property get [List MindTouch.Deki.Logic.ExtensionProcessorQueryProvider+<>c__DisplayClass256_0.<MakeTagObject>b__0]()", prefix : "", type : "text", value : "PageThumbnail|ProcessFlows" }, "SearchCategory|AdoptionFramework" : { name : "SearchCategory|AdoptionFramework", pages : "property get [List MindTouch.Deki.Logic.ExtensionProcessorQueryProvider+<>c__DisplayClass256_0.<MakeTagObject>b__0]()", prefix : "", type : "text", value : "SearchCategory|AdoptionFramework" } }
  • 4-Articles-Documentation.jpg

    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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    { "capabilityresource|projectportfolioplanning" : { name : "capabilityresource|projectportfolioplanning", pages : "property get [List MindTouch.Deki.Logic.ExtensionProcessorQueryProvider+<>c__DisplayClass256_0.<MakeTagObject>b__0]()", prefix : "", type : "text", value : "capabilityresource|projectportfolioplanning" }, "PageThumbnail|ProcessFlows" : { name : "PageThumbnail|ProcessFlows", pages : "property get [List MindTouch.Deki.Logic.ExtensionProcessorQueryProvider+<>c__DisplayClass256_0.<MakeTagObject>b__0]()", prefix : "", type : "text", value : "PageThumbnail|ProcessFlows" }, "SearchCategory|AdoptionFramework" : { name : "SearchCategory|AdoptionFramework", pages : "property get [List MindTouch.Deki.Logic.ExtensionProcessorQueryProvider+<>c__DisplayClass256_0.<MakeTagObject>b__0]()", prefix : "", type : "text", value : "SearchCategory|AdoptionFramework" } }