How to Use the Investment Planning Studio in AIZOPlan: A Quick Start Guide

Overview

The Investment Planning Studio in AIZOPlan enables you to define, allocate, adjust, and validate Budgets at both the portfolio and demand levels. It ensures that your organization’s funding decisions remain strategically aligned and financially controlled.

The module is organized into six core sections:

Dashboards - suite of dynamic dashboards that empower you to monitor, analyze, and optimize portfolio-level investments
Budget Sources—Define and classify funding streams
Portfolio Investment Allocation—Allocate, adjust, and transfer budgets at the portfolio level
Demand Investment Allocation—Simulate ROI and assess demand readiness
My Team Workflow—Monitor submitted budget requests
My Workflow—Review and validate incoming budget requests

This article provides an overview of how to navigate and use each section to effectively manage your investment lifecycle.

Accessing the Investment Planning Studio

You have two options:

Option 1 : Navigate to Portfolio → Plan → Investment Management Studio

Option2: Open the Investment Planning Studio directly from the Portfolio Office.

📁 Dashboards

The Investment Planning Studio in AIZOPlan offers a suite of dynamic dashboards that empower you to monitor, analyze, and optimize portfolio-level investments. These dashboards provide real-time visibility into budget performance, execution progress, and strategic alignment, enabling smarter investment decisions across your portfolios.

👉 Full guide: How to Use Investment Planning Dashboards

📁 Budget Sources

Define the origin, type, category, and purpose of available funds to establish a clear and traceable budget structure at the portfolio level.

🔹Accessing Budget Sources

Go to Portfolio → Manage → Investment Planning → Budget Sources.

🔹Adding a Budget Source

Click Add Budget Source, then fill in the following details:

Source Name (e.g., Digital Transformation Grant)
Source Type: Central, BU, Tribes, or CxO
Category: OPEX or CAPEX
Funding Type: Strategic, Operational, Tactical, or Special
Start Year and Budget per Year
Reference and Description

🔹Managing Existing Sources

Click the action icons to edit or delete a source from the list.

👉 Full guide: How to Manage Budget Sources at the Portfolio Level

📊 Portfolio Investment Allocation

Allocate funding from defined sources to portfolios, request adjustments, or transfer funds as needed.

🔹Accessing Portfolio Investment Allocation

Go to Portfolio → Manage → Investment Planning → Portfolio Investment Allocation

Each portfolio row includes:

Portfolio : Portfolio name
Status : Current lifecycle stage (e.g., Funnel, Reviewing, Analyzing, Ready, On Hold, Implementing, Closed)
Allocation Status : indicates whether the investment has been reviewed/validated
Total Validated Investment : total amount of Investment offically allocated to this portfolio
Pending Adjustment Request : additional investment requested but not yet approved
Transfers received from Other Portfolios : budget transferred to this portfolio from other portfolios

🔹Allocate Initial Budget to a Portfolio

Select the target portfolio and enter the following fields:

Year
Validation Responsible
Budget Source
Amount

Once submitted, the Validation Responsible can take action.

🔹 Request a Budget Adjustment

Click the “Request Adjustment” button, then:

Select the Portfolio and Budget Source
Enter the requested amount and justification
Submit the request

Track status in My Team Workflow. Validation Responsible can act in My Workflow

🔹 Transfer Budget Between Portfolios

Click “Transfer Budget” button, then:

Choose Source and Destination portfolios
Enter the Transfer amount
Assign a Validation Responsible and provide a justification
Submit the request

Track status in My Team Workflow. Validation Responsible can act in My Workflow

👉 Full guide: How to Allocate, Submit Adjustment, and Transfer Budget at the Portfolio Level

🧮 Demand Investment Allocation

Simulate ROI to assess the Investment Readiness of Demands in the Analysis stage.

🔹Accessing Demand Investment Allocation

Go to Portfolio → Manage → Investment Planning → Demand Investment Allocation.

You’ll find two views:

Demand View – For demands in the Analysis (Active Demand) /Prioritization stage (Flagged Demands)
Project View – For approved demands that became projects

In Demand View, each Active demand includes:

Demanded Investment
Estimated Cost / Expected Earnings
ROI Status
Action: Resolve ROI

Click “Resolve ROI” to launch the guided 4-step ROI simulation process :

Select Demand
Estimate Costs & Earnings (CapEx / OpEx, expected returns)
Refine Costs
Estimate ROI using realization curves and visualize metrics such as EBITDA, Net Cash Flow, and Total Earnings

👉 Full guide: How to Evaluate Investment Readiness for a Demand Using the ROI Simulator

👥 My Team Workflow

Monitor budget adjustment and transfer requests submitted by your team.

Each entry displays:

Request Type
Portfolio
Status
Submission Date

Use this view to stay informed and ensure timely follow-up.

✅ My Workflow (Validation Responsible)

If you are assigned as a Validation Responsible, this is where you take action on incoming funding requests.

✍️ Reviewing & Validating Requests

Go to My Workflow
Click Edit to open the request
Take action : validated, Rejected

👉 Full guide: How to Manage Portfolio-Level Budget Requests as the Validation Responsible