Resource Capacity Planning › How to Manage Resource Capacity › View Other Resource Planning Portlets › Create Capacity Planning Scenarios

Create Capacity Planning Scenarios

You can create capacity planning scenarios from any page that displays the Scenario toolbar. You can create, edit, delete, copy, or set a scenario as the current scenario or the current compare scenario. Share scenarios with other resources or keep them private. By default, scenarios are private.

Follow these steps:

1. Open an investment. For example, open a project, service, or idea.
2. Click the Scenario toolbar that is indicated by the down arrow.
   1. Click New.
   2. Click More and select Edit.

      The yellow toolbar indicates that you are in scenario mode and are acting on data that is part of a scenario. Some data is read-only when you are working in scenario mode. Investment start date and team allocation are examples of data that you can modify in scenario mode. The changes that you make to these data elements have a direct effect on investment demand.

3. Complete the fields on the properties page and click Save. Creating a new scenario or selecting an existing scenario will put the product into “scenario mode”. The toolbar turns yellow to signify that you are viewing and interacting with data that has a scenario applied.
4. Click Investments and then click Add. You can add and then make changes to the investments, resources, or team information in the scenario. Later, you can compare these settings with the plan of record for a parent investment.
   1. (Optional) Click the Edit Scenario Details icon to modify the values for an investment in a scenario.
   2. (Optional) Click Financial Summary icon to modify the financial data for a scenario.
5. Click Save.
6. Click Access to share the scenario with other users.
   • Select Full Access View for a list of all resource and their rights to view or edit the scenario.
   • Select Resource for resources with explicit rights to this scenario. You can also add resources and grant or remove their access to the scenario.
   • Select Group for groups with explicit rights to the scenario. You can also add groups and grant or remove their access to the scenario.

   Note: Owners of capacity planning scenarios have implicit rights to edit their scenarios. Scenario owners can also grant instance access rights to their capacity planning scenarios. You can copy a scenario and edit the new copy. You can edit a limited number of field values for scenario properties.

7. Click Save and Return.

   Your new scenario appears in the Scenario toolbar.

8. (Optional) You can also create a scenario by copying an existing one. To copy a scenario:
   1. From any page that displays the scenario toolbar, click More and select Manage Scenarios.
   2. Select the check box next to the scenario, click More, and select Copy.

      A private copy of the scenario is added to the list as Copy of <Scenario Name>.

   3. Enter a unique name for the copied scenario, and click Save.

Compare Capacity Planning Scenarios

You can compare a scenario with the plan of record or with another scenario. Develop, refine, and adjust scenarios over time to examine changing business needs. The scenario toolbar also provides easy access to the capacity planning pages.

Follow these steps:

1. Set the active scenario and comparison scenario from any page that displays the scenario toolbar.
   1. Select a scenario in the drop-down for Scenario.
   2. Set the Compare To field to another scenario, no scenario, or the plan of record.
2. (Optional) To set these viewing options from the Manage Scenarios page:
   1. From any page that displays the scenario toolbar, click More and select Manage Scenarios.
   2. Select the check box next to the scenario, click More, and select Set Current or Set Compare.
3. Evaluate the anticipated changes in your scenarios. Scenario mode remains active as you navigate across resource planning and capacity planning portlets.

   Note: In scenario comparison mode, the Compare To data appears in red. Compare To data appears on any page that supports the red-lining of data.

4. To see the scenario details as standalone entries without the red-lining:
   1. Select a scenario from the left Scenario drop-down.
   2. Select None from the Compare To scenario drop-down.
5. On pages and portlets that support scenarios, you can configure the page to show red-line comparisons of secondary values. You can include an additional attribute as a secondary comparison value. Scenario mode uses the secondary value to display the Compare To data. Select the attributes that have the words (Compare To) in their name. These attributes display scenario data.

   Null secondary values reveal data that was not present when the scenario was created. The data appears as a blank value with a red dashed line through the field. This convention is helpful for identifying changes that were made after the scenario was first created.

   Note: These configurations apply only when you are comparing a scenario with another scenario or with the plan of record. They do not apply when you select the plan of record or none.

6. To examine capacity, click More and select Go to Capacity Planning.
7. To add investments to a scenario, click More and select Investments.
8. To remove child investments from a scenario, click More and select Edit.
   1. Click the Investments tab.
   2. Select the check box for an investment and then click Remove.

      The parent investment reverts to displaying the plan of record values.

9. To reset a child investment without removing it, click More and select Edit.
   1. Click the Investments tab.
   2. Select an investment and then click Reset.

      The reset operation deletes any changes that were made in the scenario for that investment and refreshes it with data from the plan of record. The investment remains in the list of scenario investments.

10. To ignore changes temporarily for an investment in a scenario and let the plan of record values appear, hide that investment from the scenario. Use the Hidden flag for the investment.