Search only in titles

---

Create a New Scenario

When you create a portfolio, the system automatically creates one initial scenario sheet. You can create additional scenario sheets.

To create a new scenario sheet

1. Click the plus sign at the top of the scenario sheet window.

   The system adds a "new scenario" tab to the top of the window.

2. Enter a name for the new scenario, and press Enter.

   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, the system re-runs the query and adds or removes projects from the scenario depending on whether the project matches the query criteria. For example, a project that was previously on the sheet might 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.

---

Last Published Monday, August 28, 2023