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Planview Customer Success Center

Strategic Funding

Strategic Funding

The Strategic Funding capability’s enablers include Budgeting 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

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Strategic funding provides the mechanism to define and manage strategic initiatives and set time-phased budgets and financial targets that investments can be analyzed against. Budgets and financial targets can be adjusted based on changing priorities or desired outcomes.


Budgeting Process Steps

This step supports creating time-phased financial budgets for elements of the strategic plan that planned and active investments can be analyzed against.


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Budgeting process flow


Process Step Description
Create a top-down planning portfolio

Create a Planning portfolio which defines the capacity and demand entities to be used in the planning process. In top-down investment and capacity planning, both capacity and demand are defined by financial plans within the Strategic structure. 

When defining the Planning portfolio, Strategy should be chosen for both the capacity and demand structures. The demand strategic level is often Allocated Work. 

For more information:



Financial Targets Process Steps

This step supports the setting of time-phased financial targets against which planned and in-flight investments can be analyzed.


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Financial targets process flow

Process Step Description
Enter labor capacity

Enter the labor capacity in the strategic budget, which represents the investment “pot” of money that will be used to balance against the many demand priorities an organization is considering. This budget also serves as the baseline for comparison against the actual cost of delivery.

Budgets may be created at any level of the Strategy structure on the Financial Planning Detail screen, then spread down to lower levels, or rolled up to higher levels. Alternatively, data may be loaded using the Strategic Financial Load, then rolled up and edited. 

For more information:

Enter non-labor financial budgets/targets Enter the non-labor capacity in the strategic budget. Non-labor data is often manually entered, then spread down to lower levels, or rolled up to higher levels as part of the larger budgeting process.



Outputs, Reports, and Analytics

Strategic funding is supported by the following outputs, reports, and analytics:

Type Associated Outputs, Reports, and Analytics Description
Analytic STR01 - Strategy/Program Portfolio Details Strategy portfolio analytic that summarizes key data points relating to the strategic hierarchy—the strategic missions, objectives, and investment programs of the organization.
Screen Strategy Portfolio View Helps organizations best execute a strategic plan when it touches many teams and must deliver a variety of outcomes. The screen gives you both an overview of the strategic entities in a portfolio and easy access to the details of those entities. The screen allows you to easily visualize your corporate strategic roadmap, expanding the hierarchy to include not only the programs but also real-time project data and related outcomes.
Dashboard RPM Dashboard STR103 - Strategic Planning & Analysis  The Strategic Planning and Analysis dashboard empowers strategic and program managers to quickly assess their strategic plans against targets and across key factors. Managers can immediately visualize whether the latest plans meet revenue, cost, and margin targets. They can analyze cost and revenue breakdowns by missions and objectives, geographic regions, and markets. Evaluating performance against targets, incoming pipeline by region, and return by market, managers can adjust their plans to deliver a balanced portfolio across their strategies.