Portfolio Scenarios › Manage Portfolio Scenario Roles

Manage Portfolio Scenario Roles

You add roles to a portfolio scenario to adjust (what-if) the capacity for those roles. For example, say that your company has five product managers. In this case, you can create one scenario where you add the role of product manager and set the capacity to be 10 FTE. 10 FTE means that you plan to hire five additional product managers. You can create yet another scenario where you set the role capacity to 3 FTE. You have two extra product managers and can lay them off.

Roles in a scenario allow you to see how your demand can be filled when role capacity is increased or decreased. When you generate a scenario, the values for role capacity are used to generate the best set of investments given the role demand and capacity.

You can only add roles to a scenario that is associated with the portfolio contents. Role capacities in a scenario default to the values entered in the portfolio contents and to the units (FTE or Hours) picked for the portfolio.

Add Roles to Portfolio Scenarios

When you select and add roles to the scenario, the role capacities which you entered on the portfolio contents page are prepopulated on the scenario. You can override the default values by entering new values and saving them. The values are in hours or FTEs depending on what selected for the portfolio.

If you did not add roles to the contents of your portfolio, no roles are available to be added to the portfolio scenario. Likewise, if you remove a role from the portfolio, that role is removed from the portfolio scenario.

Follow these steps:

1. With the portfolio open, click Scenarios.

   The portfolio scenarios page appears.

2. Open the scenario and click Roles.

   The scenario roles page appears.

3. Click Add.

   The select roles page appears.

4. Select and add the desired roles.

   The scenario roles page appears listing the newly added roles and their default capacities.

5. To overwrite the default role capacities, enter new capacity values for your roles.
6. Click Save.

Reset Role Capacity

After changing the role capacities in a scenario, you can change them back (that is, reset them) to the last saved values in the system. Select the roles for which you want to reset role capacity and click Reset.

Refresh Role Capacity

Refresh (repopulate) the role capacity values to match the capacity values on the portfolio contents by selecting the individual roles and clicking Refresh Capacity. Only the selected roles are refreshed with the capacity data from the portfolio.