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Planview Customer Success Center

Services Portfolio Planning

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Services Portfolio Planning

The Services Portfolio Planning capability’s enablers include Revenue Forecasting, Professional Services Capacity Planning, and Staff Planning. 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.

Enablers and Business Outcomes

Revenue Forecasting

Allows effective planning for service organizations through projecting revenue. Resulting business outcomes include:

  • We can gain clear visibility into future revenue.
  • We can better understand future resource demand.

Professional Services Capacity and Staff Planning

Enables flexible staffing so that delivery occurs on the customer timelines. Resulting business outcomes include:

  • We can flex our staffing approach based on incoming demand.
  • We can plan resources to deliver against customer timelines.

Staff Planning

Enables flexible staffing so that the right resources are assigned to the right projects. Resulting business outcomes include:

  • We can flex our staffing approach based on incoming demand.
  • We can ensure the right resources are on the right projects at the right time.