Introduction

PalantirPLAN (PLAN) is a visualization tool designed for portfolio optimization and management. With its help, you can gain an in-depth understanding of your portfolio, maximize your opportunities and make strategic decisions based on thoroughly analyzed data. PLAN facilitates optimal portfolio management and decision making for strategic planners and asset managers.

In PLAN, you use 'PPLAN' files to store your portfolio data, loading data into them from a variety of sources, and then using charts and other tools to visualize and optimize your portfolio. PLAN also supports data exchange with TIBCO Spotfire.

Working with PLAN involves the following steps:

1. Loading projects to be analyzed (see The Load Data workspace).
2. Visualizing loaded data with the help of charts and tools such as pivot grids.
3. Analyzing the data by using indicators, comparing different portfolio configurations and taking relationships between projects into account.
4. Portfolio optimization (see Optimization).

Note: When you open a 'PPLAN' file created in an earlier version of the application, you may see a File upgrade dialog asking you to confirm an upgrade of the file for use with the current version. In this case, you can use the Keep a backup of the original file tick box to create a copy of the original file (with the filename '....pplan.bak').

Note: A 'Protect' function was added to PlanningSpace Portfolio in version 16.4 Update 4. Protection adds encryption and password protection to PPLAN files. These protected files cannot be opened by PalantirPLAN. (The restriction will still apply if protection is added and then removed.)