To create a new What-if scenario, do the following:
- Click the What-if link in the Left Navigation bar, or select Go To > What-if from the Top Navigation bar.
- From the Scenario pull-down menu select Create. The What-if Create Scenario screen is displayed.
- Select the General tab and enter a name and description for this scenario. You can also choose if you want this to be the default scenario.
- Select the Filter tab. Click the Expand All
button to expand the filter categories. You can select the Collapse All
button to collapse the list. The filter list is either expanded or collapsed based on the settings selected by your Administrator.
- From the Display Options section, select the time unit (Week or Month).
- Enter the from and to dates. This is the time period you are interested in planning for.
- From the Availability display in What-if pull-down menu, select if you want to view the availability of roles or availability resources in the What-if screen. What you select here is displayed in the bottom grid of the What If screen.
- Choose if you want to include requested allocation and committed allocations.
- Select the number of columns per page you want to view. If the time period you selected is 12 months and the columns per page is 6 then the scroll button is enabled. On the What-if screen you can use the scroll buttons to scroll to the next page for the other 6 columns.
- Enter the options you want displayed in the What-if table. You can choose to view the efforts, capacity, utilization %, availability, availability %, and the resource cost. You can also select the number of rows per page.
- Enter the options you want displayed in the Availability by Roles table. You can choose to view the efforts, capacity, utilization %, availability, availability %, and the resource cost. You can also select the number of rows per page.
- Enter the options you want displayed in the Availability by Resources table. You can choose to view the efforts, capacity, utilization %, availability, availability %, and the resource cost. You can also select the number of rows per page.
- You can further filter on pull down status, initiative, project basics, project dates, project organization hierarchy, project classification fields, finances, alignment tree, proposal classification fields, resource filterable custom fields, and resource organization hierarchy.
- Click the Save button to save your scenario.
What-if
Using What-if Planning
Editing What-if Scenarios