Capacity Planning Scenarios › How to Work with Capacity Planning Scenarios › Manage Investments in Capacity Planning Scenarios

Manage Investments in Capacity Planning Scenarios

Investments can be added to scenarios manually or by using a power filter, or automatically when editing the investment attributes. For example, when you change the start date for an investment or the allocation for a team member. When an investment is added to a scenario, all associated team members are also added automatically to the scenario.

Follow these steps:

On the scenario investments page, do one of the following:

• To add specific investments, click Add. On the Select Investments window, select the investments to include, and click Add.
• To add investments meeting certain filtering criteria, click Add with Power Filter. The select investment type page appears.
• Select an investment type and click Next. The power filter page appears. From this page, you can build an expression that filters for investments. For example, to add investments managed by Sue Smith to the scenario, add the following expression:

  Investment Manager = 'Smith, Sue'
  

  Note: If you add investments using a power filter, you can change data for an investment expression. Automatically propagate to all investments added using that investment expression. You require to synchronize the investments occasionally to bring them up-to-date.

More information:

Temporarily Hide Investments from Capacity Planning Scenarios