Verify the Prerequisites

To explore alternate plans for your portfolio, complete these steps:

Review the How to Get Started with Portfolio Management scenario and set up the required data in the product.
Create the portfolio content for which you want to do alternate planning.
Verify that the existing portfolios reflect all the approved and proposed work for a given department. Some of the proposed work can exist as unapproved projects and ideas.
Associate the investments with costs and resources and populate them with the required information.
Install and apply the PMO Accelerator add-in for viewing the portfolio reports that you can use to compare your portfolio plans.
Note: For more information about how to install the add-in, and for details about the portfolio reports, see the PMO Accelerator Product Guide.