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Hide and Show Scenario Investments

Use the scenario investments page to temporarily omit a scenario investment’s calculations from a scenario, or to reverse its omission from the scenario. When you hide an investment, it remains in the portfolio and displays on the portfolio scorecard but its values are not considered when viewing the scenario in the portfolio portlets. The portfolio uses the plan of record data for that investment in the views and portlets. You can hide both approved and unapproved scenario investments.

To hide a scenario investment, on the scenario investments page, set the Hidden flag to Yes for that investment, and then click Save. To show an investment, set the Hidden field for that investment to No.

Like excluding an investment from a scenario, if you hide an investment and then generate the scenario, the investment is no longer marked as Hidden and is available in scenario calculations.

When you hide an investment from a scenario, any constraints you may have set for that investment are ignored.

Example

If an approved investment is unapproved per the generated scenario, and if you hide that investment, per the scenario, its status is reset to its original status of "Approved" and displays as such on the portfolio scorecard.