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Owners of capacity planning scenarios have implicit rights to edit their scenarios. Scenario owners can also grant instance access rights to their capacity planning scenarios. You can copy a scenario and edit the new copy. When you grant the access rights, you become the owner of the new capacity planning scenario copy.
Edits or actions are applied to the selected scenario and not to the plan of record or actual data. Also, if you edit an investment that was not explicitly added to the scenario, the investment gets automatically added to the scenario in the background. For example, while in a scenario, you modify a team record that does not exist in the scenario with the associated investment. The investment and all the team records are automatically added to the scenario in the background. To edit the plan of record data from the scenario toolbar, select Plan of Record from the Scenario drop-down.
You can edit a limited number of field values for scenario properties, investments, and team properties in capacity planning scenarios or portfolio scenarios. In the absence of the required rights to edit a scenario, all fields on all the scenario pages appear as read-only.
You can also remove or add new investments to this scenario.
Note: In a scenario, the edits are saved as part of the selected scenario.
Follow these steps:
The properties page appears.
Enter or change the name of the scenario.
This field is read-only because you cannot change the portfolio to which a capacity planning scenario is linked after the scenario is initially saved.
Defines the description for this scenario.
The resource that created the scenario appears by default. You can select a different resource as the owner.
Displays the currency code for the portfolio.
Defines the planned cost amount of the investments in the scenario.
Defines the planned benefit amount of the investments in the scenario.
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