If you have the appropriate module access, you can create scenarios on the Portfolio Analysis and Capacity Planning pages in the Portfolios section. On the Portfolio Analysis page, you can create a scenario based on any existing view and project group to which you have access. On the Capacity Planning page, you can create a scenario based on any scorecard view and project group to which you have access.
For scenarios you create on either page, the scenario preserves the view, along with the data displayed for the selected project group, at that exact point in time. A scenario also preserves the list of all users who can access it and, for scorecard views, the list of currently checked projects and any waterline options defined for the view.
For scenarios you create on the Capacity Planning page, the scenario additionally preserves the selected roles and Capacity Planning chart options.
To create a scenario on the Portfolio Analysis page
- Open the project group you want to work with in the Portfolios section.
- Click
on the Portfolios toolbar to display the Portfolio Analysis page.
- From the View list, select a view on which you want to base the scenario. For more information on selecting projects and views, see the Portfolio Analysis page.
- Modify the view to choose the format and type of project data you want to display, if necessary.
- To save the view as a scenario, click
.
- Type a title for the scenario. The title can contain up to 255 characters, and it does not have to be unique.
- Choose New Scenario.
Tip: When saving the view as a new scenario, you are essentially saving the view, along with the project data currently displayed. For example, if <Latest Data> is currently selected, the new scenario will include the view, along with the latest summarized data for the project group at that moment in time. If you have a scenario currently selected, the new scenario will include the view, along with the data associated with the currently selected scenario.
- Next, specify user access to the scenario. You can make the scenario available only to you (Current User), or you can make it available to a select list of users. If you have the required security privilege, you can make the scenario available to all users with module access to scenarios, indicating it is a global scenario.
If you choose to make the scenario available to a select list of users, in the Available Users list, select each user. Next, click the arrow buttons to move the each user to the Selected Users list.
Tip: To search for a user, click
. Choose how you want to search: by user name or personal name. Type your search criteria, then click Go. To close the search window, click the icon again.
- Click Save.
To create a scenario on the Capacity Planning page
- Open the project group you want to work with in the Portfolios section.
- Click
on the Portfolios toolbar to display the Capacity Planning page.
- From the Scenario list, select an existing scenario on which you want to base the new scenario, or choose <Latest Data> to base the new scenario on the latest summarized data.
Note: If you choose to base the new scenario on an existing scenario, the role selector only displays roles associated with the current project group.
- If necessary, select the projects and roles you want to include in the scenario, choose the type of Capacity Planning chart you want to display, modify how information is displayed on the page, and customize scorecard and chart options. For more information on performing all of these tasks, refer to Capacity Planning page .
Note: If you customize the page to display data for all projects in the database, rather than data for projects in the project group, you cannot create a scenario.
- To save the view as a scenario, click
.
- Type a title for the scenario. The title can contain up to 255 characters, and it does not have to be unique.
- Choose New Scenario.
Tip: When saving the content of the page as a new scenario, you are essentially saving the layout of the page, along with the project and role data currently displayed. For example, if <Latest Data> is currently selected, the new scenario will include the layout, along with the latest summarized data for the project group and selected roles at that moment in time. If you have a scenario currently selected, the new scenario will include the layout, along with the data associated with the currently selected scenario.
- Next, specify user access to the scenario. You can make the scenario available
only to you (Current User), or you can make it available to a select list
of users.
If you have the required security privilege, you can make the scenario
available to all users who with module access to scenarios, indicating it is a global
scenario.
If you choose to make the scenario available to a select list of users, in the Available Users list, select each user. Next, click the arrow buttons to move the each user to the Selected Users list.
Tip: To search for a user, click. Choose how you want to search: by user name or personal name. Type your search criteria, then click Go. To close the search window, click the icon again.
- Click Save.