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Compare two scenarios either side by side or top to bottom, including all the investments and their various metrics in a list or graphical format. You can compare two different portlets of the same type representing two scenarios. Comparing scenarios allows you to plan your portfolios more efficiently by looking at different options and determining which one is the best.
For list portlets, you can compare two scenarios in a single portlet using red-lining to compare the values in the two scenarios.
Follow these steps:
The portfolio scorecard appears.
The page refreshes. If the page is in maximized view, only the Investments portlet appears by default.
Compare Scenario Example
You, as the portfolio manager, log in to CA Clarity PPM and open a portfolio. Your goal is to find out how best you can achieve the development release goals and the customer commitment for certain features. Create the following portfolio scenarios:
Scenario 1 has a budget of $1,000,000. After selecting all investments related to the next release and customer enhancement requests, you notice that you need about $2,000,000 to complete all investments. You create a second scenario.
Scenario 2 pins only those investments that are related to core code development. This scenario does not include investments related to hosting new code for sales and marketing departments. You also pin the investments related to key customers. When you generate the scenario, you notice that within the budget cost you can accommodate some more investments related to development or customer. You are still not sure and would like to compare both scenarios.
You want to help ensure that you plan for investments that are not risky and align well with the company goals for the current year. To achieve this goal, you compare the two scenarios side- by-side on the portfolio scorecard.
You notice on the Investments portlet that two of the customer investments are at higher risk than the development investments. You believe that the investments are at risk because the requirements are not clear enough. You feel that these investments must not be rushed and need more research before development of the customer-related investments begin. You are able to push the customer-related investments out to the last three months of your portfolio and pull in more core code development investments.
When performing a side-by-side comparison of two scenarios, the following lists the expected behavior on pages and portlets:
The chart portlets show two charts (that is, two portlet instances) representing two different scenarios side-by-side. If you do not select a Compare Scenario, then only one portlet is displayed.
Data in lists show a row for each investment with stacked values for some attributes, representing variances in the two scenarios. Red-lining appears to allow you to distinguish the attribute values for the two scenarios. Other than time scaled values, all attributes with a (Compare To) suffix, display red-lining for scenario comparison. If you do not select a Compare Scenario, then stacked rows and red-lining do not appear.
Personalizations only apply to each instance of a portlet on the page. For example, if you personalize one pie chart in a side-by-side layout of two pie charts, then you only personalized the one chart.
The Compare To scenario (right) list is dynamically built based on the value you select in the Scenario (left) list.
Only specific values are eligible for editing while in a scenario. This rule applies to the left scenario only. You can never edit the right scenario when comparing two scenarios.
Filtering only applies to the left scenario data (for example, you can show only approved investments or hard booked team members).
The values on a page default to the plan of record when you do not have a scenario selected.
In lists, the left scenario data displays on the bottom line whenever the two selections have differing values. If data is the same, only one value appears. The right scenario data displays on the top line and is red-lined whenever the two selections have differing values. If data is the same, only one value appears.
When you navigate between portfolio scenario-enabled pages, the selected portfolio scenarios persist. The portfolio scenario selections apply application-wide and appear on all portfolio scenario-enabled pages. A portfolio scenario-enabled page is one from where you can create or select a portfolio scenario using the Portfolio toolbar.
A special value [-- None --] allows you to display only the left scenario data without comparing it against any other scenario or the plan of record. This value is only available in the right scenario list.
The Investments portlet on the portfolio scorecard compares the two scenarios using stacked rows and red-lining. The scenario data that you selected from the Scenario drop-down appears on the bottom row. The scenario you select from the Compare To drop down appears on the top row. A red line appears in the top row wherever it differs from the bottom row.
The Balance portlet on the portfolio scorecard compares the data in the two scenarios by displaying two different bubble charts. The Base bubble chart on the top represents the scenario you selected from the Scenario drop-down. The Comparison bubble chart on the bottom represents the scenario you selected from the Compare To drop down.
The scorecard compares the data in the two scenarios using a primary bar and a secondary bar. The primary bar at the bottom represents the base scenario and the secondary bar at the top represents the comparison scenario.
The Financials portlet on the portfolio scorecard compares the data in the two scenarios using stacked rows and red-lining. The behavior is similar to the Investments portlet.
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