Portfolio Scenarios › Add Investments to Portfolio Scenarios › Add Investments to Portfolio Scenarios Manually

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Add Investments to Portfolio Scenarios Manually

You can add an investment to an existing scenario. You can also create a scenario from the Investments, Gantt, and Financials portlet on the portfolio scorecard. Click the Grid with Plus (Add to Scenario) icon next to an investment to create a scenario that includes the investment.

Follow these steps:

  1. With the portfolio open, click Scenarios.

    The portfolio scenarios page appears.

  2. Open the scenario and click Investments.

    The scenario investments page appears.

  3. Click Add.

    The select investments page appears.

  4. Select and add the investments you want to include in the scenario.

More information:

Portfolio Scorecard