Review a Resource Plan Scenario Sent for Review

Portfolio managers send resource plan scenarios out for review after projects have been selected and role allocations have been proposed.

Reviewers receive notification when a scenario is ready for review. Scenarios are accessed by selecting the link provided in the Notifications panel or by navigating to the Scenario Comparison page for the portfolio. Reviewers cannot update data on this page. Feedback on the scenario is provided through the Discussions panel for the scenario. The portfolio manager uses this feedback when adjusting the plan scenario before it is approved.

To review a resource plan scenario:

  1. In the object selector, select a portfolio.
  2. In the sidebar, hover over Cost and Funds or Resources, and select Scenario Comparison.
  3. In the Status list, select Under Review.

    Only the scenarios sent to you for review display.

  4. Add summary-level scenario columns to the table.
  5. Select the check box next to the scenario name to view the projects included in each scenario at the project summary-level.
  6. To review which projects are included in the scenario, review the project table in the lower pane. Use the Show list to display included or excluded projects. Use Search to find specific projects within the portfolio.
  7. Select Settings in the lower pane to add summary-level project columns.
  8. Provide feedback or review feedback others have provided on each scenario sent for review.
    • Select Discuss to open the Discussion panel.

      Note: If no comments have been posted to the Discussion panel, the Discuss icon is empty.

    To post a new comment:

    • In the Post a comment field, enter a comment, and select Post.

    To reply to a comment:

    • Select Comment.
    • In the Post a reply field, enter a reply, and select Reply.

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