Share a Scenario

Sharing a scenario makes the budget numbers you propose available to project managers for viewing. Project managers will not see the changes you make on the scenario sheet itself. Instead, the project managers will use a read-only portfolio budget curve in their Cost Manager Cash Flow node to view both their original budget curve and a parallel scenario curve that shows the differences between their initial forecast projections and your proposed numbers.

For project managers to see the portfolio budge curve, you must share the scenario. For information about the portfolio budget curve, refer to the Unifier User Help for instructions on how to create cash flow curves.

You must have "full access" permission to share a scenario. You can share only one scenario at a time.

To share a scenario

  1. At the top of the scenario sheet window, select the tab containing the scenario you want to share.
  2. Click Share in the top, right-hand corner of the window.
  3. Click Save.

    The system visually marks the scenario tab with a "shared" icon and makes the scenario numbers visible on the portfolio budget cash flow curve for the project manager to see.

To stop sharing a scenario

  1. At the top of the scenario sheet window, select the tab containing the scenario you want to stop sharing.
  2. Click UnShare in the top, right-hand corner of the window.
  3. Click Save.

Last Published Monday, August 28, 2023