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Creating Portfolio Scenarios

Create portfolio scenarios to capture a specific state you can later use for what-if analysis.

To create a portfolio scenario:

  1. Open a portfolio in the Portfolios section using one of the following methods:
    • Click "" Portfolios to open the last portfolio you were working with.
    • Click the "" Portfolios menu and choose one of the most-recently used portfolios.
    • Click the "" Portfolios menu and choose Open Portfolio to select a group of projects by portfolio type, EPS node, or project code.
  2. On the Portfolios navigation bar, click "" Portfolio Analysis.
  3. On the Portfolio Analysis page:
    1. In the View list, select a portfolio view. If you need to create a view, click "" Create Portfolio View.
    2. Configure the current view in the lower work area by performing any of the following optional steps.
      1. Click ""Filter by to filter the current view by EPS, portfolio, or project code.
      2. In the Scenario list, select an existing scenario.
      3. Click More and make your selections on the settings area.
      4. Click "" Save As.
  4. In the Save As dialog box, enter a Title, choose the New Scenario option, and click Save.

Tips

Another way to create a scenario is to click Capacity Planning, configure the options on that page, and then click Save As.

Related Topics

Working with Portfolio Scenarios

Sending E-Mail About Scenarios

Portfolio Analysis Page


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