Creating Projects on the Portfolio Analysis Page

Generally, you create projects while working on the EPS page in the Projects section of the application. However, it is also possible to create what-if projects while analyzing portfolios. During the process of evaluating a portfolio, you will often want to capture a new project idea.

To create a project on the portfolio analysis page:

Click Portfolios.
On the Portfolios navigation bar, click Portfolio Analysis.
On the Portfolio Analysis page:
1. Make sure you are working with the primary portfolio (at top or left) and not the comparison set for the next steps.
2. In the View list, select a portfolio view scorecard.
3. In the scorecard, select a row where you want to add a new project.
4. Click Add Project.
In the Add Project dialog box:
1. Specify a Project ID and Project Name.
2. Select an EPS element.
3. Select a Responsible Manager.
4. Select a Project Planned Start date.
5. Click Create.

Tip

You can change the what-if project's Project Status field value on the General detail window of the EPS page. For example, you may later want to change a project from What If to Planned status.

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