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Send e-mail about a scenario

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You can send an e-mail regarding a scenario from the Scenarios page and the Portfolios > Portfolio Analysis page. From the Scenarios page, you can send an e-mail for any displayed global or multi-user scenario. From the Portfolio Analysis page, you can send an e-mail for the selected scenario.

To access the Scenarios page, choose Manage Scenarios from the Portfolios action menu in the global navigation bar. Each displayed global or multi-user scenario contains the Email icon in the Email 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 project group are available for display. Choose the scenario you want to display from the Scenario list in either section of the page. When you choose to display a global or multi-user scenario, the the Email icon icon appears below the title bar.

To send e-mail about a scenario, click the Email icon. If the scenario is a global scenario, the To field in the e-mail window is blank; if the scenario is a multi-user scenario, the To field is automatically populated with the list of users who have access to the scenario. To select e-mail recipients, click the Assign icon.

The Subject line displays the scenario name, while the body of the e-mail displays the scenario name and associated filter; you can modify both the Subject line and the body of the e-mail. After selecting recipients and entering a message, click Send E-mail.