Generally, you create projects while working on the EPS page in the Projects section of the application. However, it is also possible to create what-if projects while analyzing portfolios. During the process of evaluating a portfolio, you will often want to capture a new project idea.
To create a project on the portfolio analysis page:
- Click Portfolios.
- On the Portfolios navigation bar, click Portfolio Analysis.
- On the Portfolio Analysis page:
- Make sure you are working with the primary portfolio (at top or left) and not the comparison set for the next steps.
- In the View list, select a portfolio view scorecard.
- In the scorecard, select a row where you want to add a new project.
- Click
Add Project.
- In the Add Project dialog box:
- Specify a Project ID and Project Name.
- Select an EPS element.
- Select a Responsible Manager.
- Select a Project Planned Start date.
- Click Create.
Tip
You can change the what-if project's Project Status field value on the General detail window of the EPS page. For example, you may later want to change a project from What If to Planned status.