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

Modify Scenario Investment Details

View investment data to make hypothetical changes to this data. For example, you can shift out an investment start date. You can modify the scenario investment start date, planned cost and benefits, and approval status. You can also completely exclude investments from portfolio calculations.

The actual details display the investment plan of record data. This information is sourced from the investment properties and is read-only.

You can make hypothetical changes to the investment contributions. Any changes you make do not affect the actual data of the investment. Instead, the changes are used to calculate the investment demand within the current scenario. Portfolio managers can use the changes 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 investment you want to modify.

   The investment scenario details appear.

4. In the Scenario Details section, modify the following fields as applicable:

   Start Date

   Defines the hypothetical start date for this investment.

   Currency

   Displays the currency to use when calculating the budget and forecast values.

   Planned Cost

   Defines the hypothetical total self cost for this investment.

   Planned Benefit

   Defines the hypothetical total self benefit for this investment.

   Approved

   Specifies if the investment status is set to "Approved" hypothetically.

   Exclude

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

   Priority

   Defines the importance ranking for the investment in the scenario.

5. Click Save and Return.