Add a Budget Plan Scenario on the Selection Analysis Page

Create budget plan scenarios to determine the best group of projects to be included in the budget plan. One or more scenarios can be created to model the plan using different sets of criteria, enabling you to make more informed decisions when selecting projects for the plan.

Scenarios added to the Selection Analysis page will also appear on the Budget Planning page.

To add a scenario on the Selection Analysis page:

In the object selector, select a portfolio.
In the sidebar, hover over  Cost and Funds, and select Published Views.
In the table, select the name of the analysis view to open it on the Selection Analysis page.
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