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Copy Portfolio Scenarios

You can create scenario copies that are exact copies of an existing portfolio scenario. The new scenario title is the same as the original scenario, except it has Copy of appended to the name. Also, the owner of the copied scenario is the name of the user currently logged in to CA Clarity PPM.

Follow these steps:

  1. With the portfolio open, click Scenarios.

    The portfolio scenarios page appears.

  2. Select the scenario you want to copy, and click Copy.

    A copy of the selected scenario is added to the list.

  3. Click the scenario name.

    The scenario properties appear.

  4. Complete the following fields:
    Scenario Name

    Defines the scenario name.

    Description

    Defines the description for this scenario.

    Owner

    Specified the person who has primary responsibility for the scenario.

    Default: The portfolio owner.

    Planned Cost

    Defines the planned cost amount of the investments in the scenario. This value is reflected on the portfolio scorecard.

    Planned Benefit

    Defines the planned benefit amount of the investments in the scenario. This value is reflected on the portfolio scorecard.

  5. Click Save.