Get started with the Integrated Investment Planning

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◆ Applies to: Costing & Planning and Costing & Planning Plus customers that do not have Project Financial Planning or Service Demand Planning enabled. If you are using Project Financial Planning or Service Demand Planning and want to access Integrated Investment Planning, contact your Customer Success Team.

Integrated Investment Planning is available with base Costing & Planning license.

Integrated Investment Planning allows IT organizations to gain a deeper understanding of investment costs and their impact on current and future budgets.  The investments can be a project, a portfolio epic, or a value stream depending on terminology or execution model used in your organization. Investment costs, for example internal and external labor, infrastructure, and vendor, can be planned from both a Build and Run perspective to provide a complete picture of Total Cost of Ownership, while informing future operational budget needs. Integrated Investment Planning allows IT leadership to gain in-depth insight into the true cost of investments and impact on overall IT budget, while tracking individual investment costs to plan and make adjustments in real time.

Integrated Investment Planning helps you accomplish the following:
  • Integrated expense planning - tag any budget line item with a planned or existing investment.
  • Labor resource planning - allocate resources to investments, using role-based or name-based methods, with support for cross-charging.
  • Build and run cost planning - plan out the full lifetime costs of investments, both cost to deliver and impact on future operational budgets.
  • Customizable investment reporting and analytic in Apptio BI.

Integrated Investment Planning  also offers the following benefits:

  • Chief Information Officers and IT leaders can better run a business, change a business' costs, and see financial impacts of an investment over multiple years.
  • Infrastructure and operations managers can budget the costs of dedicated and shared assets, labor, and contracts needed for investment delivery.
  • Project or Portfolio managers and Project or Portfolio owners can budget build and run costs, capitalize resource costs, and model out-year run costs.