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View Candidate Scenario Investments

You can view a list of the investments included in a candidate scenario and the values contributed by each investment to the overall scenario score. The name of the portfolio and candidate scenario appears at the top of the page.

You can view investment information such as the investment name, ID, type, score, budgeted cost, budgeted benefit, and budgeted ROI. If you entered optimization parameters on the scenario optimizations page, these attributes also appear as columns in this list. From this page, you can compare two candidate scenarios, regenerate the scenario, or link to the investment properties page.

Follow these steps:

  1. Open the scenario and click Efficient Frontier.

    The Efficient Frontier page appears.

  2. In the Candidate Scenarios section, click the View Candidate Scenario icon next to the name of the candidate scenario. You can also click a point on the efficient frontier graph.

    The candidate scenario investments page appears.

  3. View the following fields along with any others that were configured as optimization parameters:
    Investment

    Displays the investment name.

    ID

    Displays the investment ID.

    Type

    Displays the investment type.

    Score

    Displays the overall scenario score.

    Cost

    Displays the investment cost.

    Benefit

    Displays the benefit from the investment.