Select Projects for a Budget Plan Scenario on the Selection Analysis Page

Select projects to include in a budget plan scenario using the customized charts and grids available in Selection Analysis views. Each view includes a grid that you can use to select or remove projects from a budget plan scenario. If charts are used to present project data, the charts will be updated based on the projects selected in the grid.

To select projects for a budget plan scenario on the Selection Analysis page:

  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 Published Views.
  4. In the table, select the name of the analysis view to open it on the Selection Analysis page.
  5. To include a project in a budget plan scenario, in the table, select the Project State field to display the Selected state or Forced In state. To add multiple projects at once, use Ctrl + click to select each project. Select the Actions menu, select Include, and then select Highlighted Projects.

    Note: The Forced In and Forced Out states are useful when it has been predetermined whether projects are included in the budget plan. These states are also useful when using the Waterline View, on selection analysis views that have a table-only format or on the Budget Planning page, and you want to include or exclude the project in the scenario whether or not the project meets the selected criteria.

    You will notice the Proposed Budget row for the plan now includes the total cost for the project and adds the project to the number of included projects.

  6. Select Save.

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