Send a Resource Plan Scenario for Review

Resource plan scenarios are sent to stakeholders for review after the portfolio manager has selected projects and allocated role units for the projects in the scenario. The portfolio manager can send multiple scenarios for review.

When a portfolio manager begins a review, the reviewers are sent notification of the review and are provided a link to the Scenario Comparison page. Review comments are handled through the Discussion panel.

Note: Before sending the scenario for review, select  Refresh to run the portfolio filter to ensure all projects are included in the scenario.

You must have the appropriate security privileges to send a resource plan scenario for review.

To send a resource plan scenario for review:

In the object selector, select a portfolio.
In the sidebar, hover over  Resources, and select Resource Planning.
On the Resource Planning page, select the scenario  menu, and select Send for Review.
In the Send for Review dialog box, view the list of reviewers, and select Send for Review.

Tips

After a resource plan scenario is sent for review, the status, as shown on the scenario tab, is automatically set to Under Review.
When the status of a scenario is Under Review, the scenario cannot be updated. To make changes to the scenario, the status must be set back to In Planning by selecting the scenario  menu, and selecting Plan.

Next: Review a Resource Plan Scenario Sent for Review