Add a Resource Planning Scenario

Create resource planning scenarios to determine the best group of projects to execute under resource constraints for a given planning period. One or more scenarios can be created to model the plan using different sets of criteria, enabling you to make more informed decisions.

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  Resources, and then select Resource 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.... If there are no existing scenarios, select the Add Scenario... button on the information screen.
6. In the Add Scenario dialog box, enter a name for the scenario, and select Save.

You can also add a resource planning scenario from Manage Scenarios:

1. From the Actions  menu, select Manage Scenarios....
2. In the Manage Scenarios dialog box, select  Add.
3. Enter the new scenario name, and select Save.

Tips

• All new scenarios have a status of In Planning. The status cannot be changed manually.
• To delete a scenario, the scenario must have a status of In Planning or Retired.