Capacity Planning Scenarios › How to Work with Capacity Planning Scenarios › Create and Link Capacity Planning Scenarios to Portfolios

Create and Link Capacity Planning Scenarios to Portfolios

When creating a scenario, you have the option to link it to a portfolio. Linking a scenario to a portfolio makes the scenario accessible from the portfolio. However, you can only link a scenario to a portfolio by creating a scenario from the capacity planning scenarios page.

Follow these steps:

1. From a page that displays the scenario toolbar, click More, and go to Manage Scenarios.

   The capacity planning scenarios page appears.

2. Click New.

   The properties page appears.

3. Complete the following fields:

   Scenario Name

   Defines the name for this scenario.

   Default: New Scenario

   Required: Yes

   Portfolio

   Select the portfolio from the drop-down to link this scenario. You can view and select the portfolios you have access to. Link the capacity planning scenario to the portfolio before saving the scenario. Once saved, the portfolio value cannot be changed.

   Description

   Defines the description for this scenario.

   Planned Cost

   Defines the planned cost amount of the investments in the scenario.

   Planned Benefit

   Defines the planned benefit amount of the investments in the scenario.

4. Click Save.

   The new capacity planning scenario is created and is linked to the portfolio.

More information:

Edit Capacity Planning Scenario Properties