Scenarios › About Portfolio Scenarios

About Portfolio Scenarios

Portfolio scenarios provide a systematic methodology for you to optimize your portfolios. They provide you the flexibility of making what-if evaluations to portfolio investments. Use CA Clarity PPM’s scenario feature to investigate changes you can make to the investments contained within your portfolio. For example, an executive team that builds a portfolio to represent all the work in the company or an individual department must decide on a set of investments to fund that the organization has capacity to execute.

With portfolio scenarios, you can build portfolios quickly by finding the best mix of investments using a systematic procedure. Use scenarios to remove or delay an investment, alter the investment’s approval status, or modify the investment’s planned benefits or costs.

Portfolio Scenario Behavior

The following lists how a portfolio scenario behaves:

• A portfolio can have one or more portfolio scenarios.
• A portfolio scenario includes capacity planning scenario attributes.
• A portfolio scenario is available from all capacity scenario-enabled pages even if the investment is not in the portfolio.
  • When you leave the portfolio and edit the scenario from outside the portfolio, you are limited in the actions you can take from within the edit pages. You can no longer edit the portfolio attributes of the scenario; only the subset of attributes that it shares with capacity planning.
• A portfolio scenario can include financial information for an investment, such as financial plans and a simple budget.
• An investment can contribute to a scenario even when it is not explicitly in the portfolio.

More information:

Capacity Planning Scenario Behavior