A primary function of portfolio scenario sheets is:
- To make it easy for the portfolio planner to modify numbers
- To see the resulting budget analysis quickly.
The portfolio planner can edit the following numbers on the portfolio scenario sheet:
- Cash flow projections
- Targets for cash flows and numeric columns
- Start and end dates for planned projects
When the portfolio planner edits any of these numbers, Unifier dynamically updates totals and calculates the differences between target numbers and those totals; however, Unifier does not change a project live data.
The portfolio planner's proposed numbers are stored only in the Portfolio Manager and do not impact live project data until a portfolio scenario sheet has been approved by the company management.
Note: When the portfolio planner edits numbers in a project row, Unifier automatically unlinks that project row from the project data.
To edit numbers on the sheet:
- Double-click the cell containing the number you want to change. The cell becomes editable.
Note: If any yearly projections have been broken down into months, the portfolio planner must make edits in the month cells and not in the yearly total.
- Enter the change.
- Press the Enter key on your keyboard, or press the Tab key to move to the next editable cell in the row.
Unifier updates the values in the Total and Difference rows for this column, and flags the cell to indicate that there is a discrepancy between the number you entered and the project data.
Note: To leave a cell without saving changes, press the Esc key on the keyboard. Unifier restores the original numbers to the cell.
- Click Save All.