Portfolio Scenarios › Build Portfolio Scenarios

Build Portfolio Scenarios

As a portfolio manager, you can build an unlimited number of scenarios for each of your portfolios. Once a portfolio scenario is built, it is can be applied to the current portfolio scorecard. At any time, you can choose whether or not to apply a scenario to the portfolio.

Follow these steps:

1. With the portfolio open, click Scenarios

   The portfolio scenarios page appears.

2. Click New.

   The create page appears.

3. Complete the following fields:

   Scenario Name

   Defines the name for this portfolio scenario.

   Portfolio

   Displays the portfolio to which this scenario is associated.

   Description

   Defines the description for this scenario.

   Currency

   Displays the currency to use when calculating the budget values.

   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.

   Manage Costs Using

   Displays the option selected for managing planned costs.

   Values:

   • Total Planned Cost
   • Remaining Planned Cost

   Capacity Unit Type

   Displays the unit type selected for measuring capacity.

   Values:

   • Hours
   • FTE

   Manage Capacity Using

   Displays the option selected for managing capacity.

   Values:

   • Total Capacity—Capacity values represent the total capacity between the start and finish dates of the portfolio.
   • Remaining Capacity—Capacity values represent the capacity from today through the portfolio finish date.

4. Click Save.

   A new scenario is created.

More information:

Use Scenarios to Evaluate Portfolios