Portfolio Scenarios › Scenario Constraints › Work with Scenario Investments › Modify Expression Scenario Details

Modify Expression Scenario Details

You can make hypothetical changes to all the scenario investments. You can modify the start date, planned cost and benefits, approval status, and priority for all the investments. You can also exclude these investments from portfolio calculations.

Make hypothetical changes to the budget and cost data of investments. The changes you make do not affect plan of record data. Instead, the modifications are used in calculating contributions within the current scenario. Portfolio managers can use the modifications to make investment scheduling decisions that support corporate initiatives.

Follow these steps:

1. With the portfolio open, click Scenarios.

   The portfolio scenarios page appears.

2. Click the Scenario Investments icon next to a scenario.

   The scenario investments list page appears.

3. Click the Edit Scenario Details icon next to the desired investment.

   The investment scenario details appear.

4. Modify the following fields as needed:

   Start Date

   Defines the hypothetical start date for the investment. Use this field to move the investment forward or backward.

   Planned Cost

   Defines the hypothetical self cost for the investment. Use this field to modify the self planned cost of the investment.

   Planned Benefit

   Defines the hypothetical self benefit for the investment. Use this field to modify the self planned benefit of the investment.

   Approved

   Specifies whether the status of the investment is set to "Approved".

   Exclude

   Specifies whether you want to remove and exclude the investment from the portfolio calculations.

   Priority

   Defines the hypothetical priority for the investment.