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Add or view scenario notes

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You can add and view scenario notes from the Scenarios page and the Portfolios > Portfolio Analysis page. From the Scenarios page, you can add or view notes for any displayed scenario. From the Portfolio Analysis page, you can add or view notes for the selected scenario.

To access the Scenarios page, choose Manage Scenarios from the Portfolios action menu in the global navigation bar. Each displayed scenario contains a the Note icon in the Notes column.

To access the Portfolio Analysis page, open the project group you want to work with in the Portfolios section. Then, click Portfolio Analysis in the Portfolios toolbar to display the Portfolio Analysis page. On the Portfolio Analysis page, all scenarios associated with the portfolio are available for display. When you choose a scenario to display, the the Note icon icon appears below the title bar.

To add a note or view notes, click the Note icon. When the note window opens, a new note entry is automatically added at the top of the window. For the new entry, the window displays the current date and, in the Added by column, identifies you as the user.

For existing notes, the window displays the date the note was added and the user who added it.

To add a note, enter a message in the Note field, then click Save to close the window. If do not want to add a note, click Close when you are finished viewing existing notes.