Add a Budget Planning Scenario

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

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

To add a scenario:

In the object selector, select a portfolio.
In the sidebar, hover over  Cost and Funds, and select Budget 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 the Actions  menu, and then 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 Scenario Options in the Actions  menu to rename, duplicate, hide, and delete budget planning scenarios.
To delete a scenario, the scenario must have a status of In Planning.

Next: Set the Target Budget for a Budget Planning Scenario