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Scenarios

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A scenario is a snapshot of project data for a project group at a specific moment in time. Scenarios are beneficial when you want to maintain historical data for a specific group of projects. You can display scenarios on the Portfolio Analysis and Capacity Planning pages in the Portfolios section, where you can compare them to the latest summarized data for the same project group, as well as to other existing scenarios, to analyze how groups have changed over time.

For more information, click the following topics:

Managing Scenarios

You can create scenarios for your own use or to share with a select group of users with module access to scenarios. With the required security privilege, you can also create scenarios to share with users who have module access to scenarios.

When you create a scenario, you can base it on any existing project group to which you have access. The scenario saves the project group and its related summarized data at the time it was created. It also saves the view applied to the project group at that moment in time, and the list of users who can access the view. If the scenario is created from a scorecard view, it also maintains the list of currently checked projects and any waterline options defined for it.

At any time, you can modify a scenario to change its name and choose who can access it, and you can delete scenarios. You can also add notes to a scenario and send an e-mail about a scenario.

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Displaying Scenarios

You can display scenarios on the Portfolio Analysis and Capacity Planning pages in the Portfolios section.

On the Portfolio Analysis page, you can utilize scenarios to conduct a side-by-side comparison of two project groups. For each selected group listed on the page, you can display a scenario to view the state of projects in the past. For example, to determine how project data has changed over time for a specific project group, you can display a scenario and subsequently compare it to the latest summarized data for the same project group.

On the Capacity Planning page, you can utilize scenarios to compare role usage and cost at various points in time for a project group. You can also perform what-if role analysis to determine how different allocation strategies affect role capacity and cost over time. For example, you could create multiple scenarios with different project forecast dates to analyze the impact of those dates on role capacity and cost.

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