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Pin Investments

When you generate a scenario, you can force selected investments to be always included in a scenario. The pinned investments do not need to match the constraints and optimization parameters you set. The scenario investments list is only generated if all of the pinned investments can be completed within the portfolio budgeted cost and role capacity.

Follow these steps:

  1. Open the scenario.

    The properties page appears.

  2. Click Constraints.

    The scenario constraints page appears.

  3. In the Quick Investment Settings section complete the following fields:
    Pin Required Investments

    Specifies if all scenario investments that are marked as Required are included.

    Pin Approved Investments

    Specifies if all scenario investments whose status is set to Approved are included.

    Pin Started Investments

    Specifies if all scenario investments whose progress is set to Started are included.

    Respect Investment Dependencies

    Specifies whether to consider investment dependencies (if any exist) when including the investment in the scenario.

    See the Project Management User Guide for more information.

    Use Portfolio’s Date Range

    Specifies if scenario investment budget values are confined to the portfolio start and finish dates.

  4. Click Save.

More information:

Scenario Constraints

Include and Exclude Scenario Investments

About Ranking Investments

Use the Efficient Frontier

Work with Scenario Investments

Generate Portfolio Scenarios

Compare Portfolio Scenarios

Communicate Portfolio Scenarios

Use Scenarios to Evaluate Portfolios

Copy Portfolio Scenarios

Modify the Scenario’s Properties

Resource Capacity Planning with Portfolio Scenarios