When you create a portfolio, Unifier automatically creates one initial scenario sheet. You can create additional scenario sheets.
To create a new scenario sheet
- Click the plus sign at the top of the scenario sheet window.
Unifier adds a "new scenario" tab to the top of the window.
- Enter a name for the new scenario and press the Enter key on your keyboard.
You can include up to 30 characters in the name. Letters, numbers, hyphens, spaces, underscores, and special characters are allowed.
The project records that will be included on the scenario sheet are extracted from the database using a query that your Administrator created when the portfolio was configured. Whenever you create or open a scenario sheet, Unifier re-runs the query and adds or removes projects from the scenario depending on whether or not the project matches the query criteria. For example, a project that was previously on the sheet may be dropped from the sheet if it no longer meets the query criteria. Another project may be added to the sheet because it now meets the query criteria.