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Creating Projects on the Portfolio Analysis Page

Generally, you create projects while working on the EPS page in the Projects section of the application. However, it is also possible to create what-if projects while analyzing portfolios. During the process of evaluating a portfolio, you will often want to capture a new project idea.

To create a project on the portfolio analysis page:

  1. Click "" Portfolios.
  2. On the Portfolios navigation bar, click "" Portfolio Analysis.
  3. On the Portfolio Analysis page:
    1. Make sure you are working with the primary portfolio (at top or left) and not the comparison set for the next steps.
    2. In the Scenario list, select a scenario for your analysis.
    3. In the View list, select a portfolio view scorecard.
    4. In the scorecard, select a row where you want to add a new project.
    5. Click "" Add Project.
  4. For the first project you create, if defaults are not already set, the Add Project dialog box appears:
    1. Select a default Parent EPS element.
    2. Select a default Responsible Manager.
    3. Click Select.
  5. On the Portfolio Analysis page, click "" Save.

Tip

You can change the what-if project's Project Status field value on the General detail window of the EPS page. For example, you may later want to change a project from What If to Planned status.

Related Topics

Working with Portfolios

Creating Portfolios

Creating Projects While Working with Portfolios

Creating Projects in a Portfolio View Scorecard Portlet

Assigning Projects to a Portfolio

Defining Performance Thresholds

Portfolio Analysis Page


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