Creating Portfolio Scenarios
Create portfolio scenarios to capture a specific state you can later use for what-if analysis.
To create a portfolio scenario:
- 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.
- On the Portfolios navigation bar, click
Portfolio Analysis. - On the Portfolio Analysis page:
- In the View list, select a portfolio view. If you need to create a view, click
Create Portfolio View. - Configure the current view in the lower work area by performing any of the following optional steps.
- Click
Filter by to filter the current view by EPS, portfolio, or project code. - In the Scenario list, select an existing scenario.
- Click More and make your selections on the settings area.
- Click
Save As.
- 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.
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