Add a Resource Planning Scenario

Create resource planning scenarios to determine the best group of projects to execute under resource constraints for a given planning period. One or more scenarios can be created to model the plan using different sets of criteria, enabling you to make more informed decisions.

To add a scenario:

In the object selector, select a portfolio.
In the sidebar, hover over  Resources, and select Resource Planning.
In the context bar, select the planning period  menu, and select the planning year, which is either the current year or the subsequent year.
Select  Add Scenario.
In the Add Scenario dialog box, enter a name for the scenario, and select Save.

Tips

All new scenarios have a status of In Planning. The status cannot be changed manually.
Select  Manage Scenarios to open the Manage Scenarios dialog box. Use the dialog box to add, rename, duplicate, hide, and delete budget and resource planning scenarios. You can also perform these actions from the page toolbar by selecting the menu next to the open scenario.
To delete a scenario, the scenario must have a status of In Planning.

Last Published Monday, June 24, 2024