Asset Investment Planning

01 · Basics — Understand the building blocks

Asset Investment Planning supports strategic investment scenarios across an asset base. Begin with the candidate interventions, costs and the value or risk assumptions that distinguish them.

A preferred scenario depends on its assumptions and constraints. It is a planning result to review, not an automatic instruction to replace an asset.

Topics in this series

• Portfolio and interventions
• Cost and benefit assumptions
• Budget constraints
• Scenario comparison
• Decision and delivery handoff

02 · Configuration — Work through the setup

Use a training environment and match the actions to the IBM guide for your installed build.

1. Choose three training assets and describe a repair, replacement or defer option for each.
2. Define the planning horizon, budget and mandatory interventions.
3. Use the installed AIP procedure to create a training scenario with those inputs.
4. Compare it with a second scenario that changes only the budget or one constraint.
5. Inspect selected and deferred interventions and reconcile them to the assumptions.

03 · Practical example

Fictional teaching example

In a fictional portfolio, pump replacement costs $100k and control renewal costs $60k. A $120k annual budget cannot fund both in that year. Compare staged intervention with deferral and explicitly describe the resulting risk.

04 · Practice and verify

Prepare a two-scenario comparison with budget, selected interventions, deferred work and the business reason for each difference.

Expected result

Every change in the portfolio can be explained by an input or constraint change. The selected plan stays within its stated budget and horizon.

Common mistakes

• Treating estimates as approved funding.
• Comparing scenarios with different horizons without saying so.

05 · Advanced concepts

Explore sensitivity to cost inflation, benefit assumptions and dependency constraints. Feed approved decisions into governed delivery planning.

IBM references

• IBM documentation — Asset Investment Planning
• IBM — AIP deployment and Optimizer dependency

Product explanations link to IBM sources. Scenarios and exercises are original Assetize guidance, not claims of executed lab procedures. Reviewed 2026-10-01.