Once a portfolio has been created, you can create different scenarios associated with it. Scenarios enable selecting a subset of the projects from the portfolio and to see the impact on some key indicators of said portfolio.
- Click on the 3-dot menu in the Actions column of the portfolio for which you wish to create a scenario.
- Select Create a scenario.
- Name this scenario.
- Select the status of the scenario from the drop-down list: In simulation, Approved, Archived or Not selected. (optional)
✏️Note: An approved or archived status does not prevent the scenario from being modified.
- You can enter a description for this scenario.
- Click Create.
The scenario is nested under the portfolio in the portfolio list, and you can create as many scenarios as required for each portfolio.
Click on the arrow in front of the portfolio code to open the list of scenarios associated with that portfolio.
Click on the name of the scenario to select the portfolio projects to be included in that scenario. Each of the columns displayed allows you to sort by clicking on their title.
- Select the projects and/or programs you want to integrate into the scenario.
- A search bar lets you search by keyword across all the items presented in the columns.
✏️Note: Programs are identified by the prefix PROG in the Code column.
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