Portfolio Scenarios › Edit Portfolio Scenarios

Edit Portfolio Scenarios

You can edit the scenario properties, set or modify the scenario constraint parameters, add and alter scenario investments, copy scenarios, and delete scenarios.

When you no longer need a portfolio scenario, you can delete the scenario from the portfolio.

Follow these steps:

1. With the portfolio open, click Scenarios.

   The portfolio scenarios page appears.

2. Click the name of the scenario you want to open.

   The scenario properties appear.

3. Edit 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.