Plan, track, and course-correct the direction of your work to deliver maximum outcomes using a single workspace
Improve visibility into your project portfolios and keep stakeholders informed on the work being delivered
Define your planning process using Organization or Project Portfolio lenses
Create private or shared views for your filter and column display preferences for the Planning module

Prioritization

Review the work pipeline using portfolio prioritization before you prioritize work items to build roadmaps
Analyze the backlog for your organization from a consolidated view
Group, sort, and stack-rank the planning item from the List view
Visualize the alignment of work to the entities of other lens hierarchies from the Hierarchy view
Rank the work items based on numeric and choice-type planning item attributes in descending or ascending order
Export planning items data of the portfolio plan to Excel/CSV from the Prioritization grid
Prioritize, roadmap and score programs (pm_program) in a portfolio plan

Roadmap

View the roadmap of your portfolio in the timeline or a Kanban layout
Personalize the roadmap by grouping and coloring the bars to communicate the plan to various stakeholders
Create your private or shared views for your filter and column display preferences

Capacity Planning

Configure attributes to be used for capacity planning using the planning attributes
Generate capacity for the teams and different attribute combinations
Add high-level effort estimates on planning items to create the capacity plans
Define the set of resources on which you want to create capacity plans
View the capacity plan by attributes and teams along with the deficit/surplus in one view

Financial planning

View rolled-up financial costs and benefits data of planning items in the Portfolio plan 'Financials' tab to integrate financial insights into your planning and improve decision-making
Track the latest forecast, actuals and remaining estimates against the last approved budget for individual planning items and portfolio
Ability to plan, re-forecast the planned costs, and track actual costs of labor and non-labor cost types for demands and projects
Capture financial baselines manually or automatically through the scheduler and compare the data between baselines to analyze changes in financial costs over the project execution
As a portfolio manager, approve budget top down or bottom up to planning items like Demands, Projects by expense type or cost type
As a planning item owner, compare the latest costs with the approved budget in a detailed view to identify budget over

Scenario Planning

Create multiple scenarios of the changes to your portfolio plan in a simulation mode to try out different combination of prioritized items and their timelines
Define portfolio budget as the target and do cost-benefit analysis by trying out different budget combination for the work items
Compare multiple scenarios to analyze the differences in budget, benefits and trade off decisions made between scenarios and determine the best plan
Approve the optimal scenario to revise the states, budget and approved dates of live portfolio plan ensuring the creation of an optimal portfolio plan
View approved scenarios in read only mode for future reference

Collaboration

Collaborate with stakeholders to plan better by sharing the plan with individuals or a group and converse with them within the plan

Free-form Roadmaps

Build free-form roadmaps on projects and demands
Diagnostics for admin persona to identify and fix data discrepancies and validate prerequisite data setup to perform portfolio planning

Dashboards

Use dashboards to view key data and metrics, enabling you to monitor performance, track progress, and make informed decisions related to planning and execution.