In addition to the list of projects in a profile, the Project Portfolio Manager window displays the projects portfolio scenarios (represented in tabs). The Scenario tabs are located below the total grid.
Note: After the portfolio planner completes the budget forecast analysis, using scenarios, and the project manager approves the results, the portfolio manager can mark the scenario as Approved.
The portfolio scenario sheet enables a planning manager to modify values and see the resulting budget analysis immediately. The following values on the portfolio scenario sheet can be edited:
- Cash flow projections
- Targets for cash flow and numeric columns
- Start Date and End Date for planned projects
Unifier dynamically updates totals and calculates the difference between target numbers and totals.
Note: The values proposed in a scenario do not impact the live data within a project until the scenario is approved.
If a project manager does not have permission to view a scenario, the planning manager can share it. This enables a project manager to view the difference between initial baseline projections and the planning manager's proposed numbers.
Note: The planning manager can undo a previously shared or approved scenario to make future changes.
When a column value is edited, Unifier automatically unlinks that project row from the project data. The modified cell values are italicized, indicating a discrepancy between scenario and project data, and the row is tagged in the first column.