Managing Investments and Priorities in a Portfolio Environment

Description

Planview ENT9 is a comprehensive IT management solution that balances the supply of IT resources with the business demands of the organization. It applies portfolio management disciplines to strategies, projects and the delivery of business systems. Planview Enterprise 9.x combines software with best practices, cultural adoption and an active customer community to ensure success.

Target audience: Financial planners, stakeholders

Course length: 2 days

Prerequisites

The individuals attending this training course should have knowledge of and working experience with the Planview application, as well as some working knowledge of finance and budgeting.

What's Covered

Strategies

Strategic Plans and Milestones
Allocations of Work and Services to Strategies

Budget

Validation of Cost Structure
Budget Models
Versions
Templates
Process Review

Investment Analysis

Investment Models
Investment Criteria

Investment Portfolios
Portfolio Performance

Baseline Performance
Priority Matrix

Overall Process of:

Scenarios
Comparative Analysis
Approval of Investments