Add a Budget Planning Scenario

Add a Budget Planning Scenario Video

Create budget planning scenarios to determine the best group of projects to execute under budget constraints for a given planning period budget cycle. Creating scenarios to model the plan with different sets of criteria enables you to make more informed decisions.

Scenarios added to the Budget Planning page will also appear in the analysis views on the Selection Analysis page.

To add a scenario:

1. In the object selector, select  Portfolio, and then select View Portfolios List.
2. Select a portfolio name.
3. From the  Main Menu, select  Cost and Funds, and then select Budget Planning.
4. In the context bar, select the planning period  menu, and select the planning year, which is either the current year or the subsequent year.
5. Select the Actions  menu, and then select Add Scenario.
6. In the Add Scenario dialog box, enter a name for the scenario, and select Save.

Tips

• All new scenarios have a status of In Planning. The status cannot be changed manually.
• Select Scenario Options in the Actions  menu to rename, duplicate, hide, and delete budget planning scenarios.
• To delete a scenario, the scenario must have a status of In Planning.
• For best performance, it is recommended to limit the number of projects in a portfolio to 10,000. Adjust the filter criteria to reduce the number of included projects.