Portfolio Planning Workspace
About 3% of the CIS-SPM exam — see all 10 domains.
The Portfolio Planning Workspace (and the broader Strategic Planning Workspace, SPW) is an intuitive workspace to prioritize, roadmap, and track work. It lets planners prioritize demands and projects, visualize them on a roadmap/timeline, run scenario planning ("what-if" funding/sequencing), and connect strategy to execution via goals, OKRs, and targets. It is the planning hub that ties Strategic Planning → Portfolio Planning → execution. Capacity planning benefits depend on this workspace being installed.
Sample questions from this domain
Three of the 9 in this domain, with the reasoning. The full set is in the question bank.
The Portfolio Planning Workspace primarily helps users:
- A. Submit time cards
- B. Plan and prioritize portfolio investments and compare scenarios ✓
- C. Configure currency rates
- D. Vote on ideas
Why: Portfolio Planning Workspace supports planning, prioritizing, and scenario comparison for portfolio investments. It is not for time entry, voting, or currency setup.
Scenario Planning in the workspace allows planners to:
- A. Define sprint cadence
- B. Build the WBS
- C. Approve time cards
- D. Create alternative investment mixes and compare them against constraints like budget and capacity ✓
Why: Scenario planning compares alternative investment mixes against budget/capacity constraints. It is unrelated to time approval, sprints, or WBS.
When comparing scenarios, which factors are most relevant to selecting an optimal portfolio mix?
- A. Idea vote timestamps
- B. Sprint board column order
- C. Total cost vs. budget, expected value/benefit, and resource capacity constraints ✓
- D. Functional currency symbol
Why: Optimal mix selection weighs cost vs. budget, value/benefit, and capacity constraints. Board order, vote timestamps, and currency symbols are irrelevant.