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Once you have created your portfolio scenario, define the rules for which investments must be included or excluded from the scenario. In CA Clarity PPM, This process is known as pinning investments. Each element within a scenario defines a change from the plan of record.
At any point while you are optimizing your portfolio using the scenario-based planning process, you can decide to generate your portfolio scenario. The scenario is generated based on the criteria you entered on the scenario constraints page and the scenario optimizations page. You can later return to these scenario content pages to modify the optimization and constraint parameters.
Use the scenario constraints page to define the constraint parameters for your scenario. Also verify that all approved, started, and required investments are approved and included in the scenario. You can pick specific investments that must be approved and included in the scenario, or excluded from the scenario. Use this page to define as many constraints as you need.
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