- Getting to the theme
Portfolios. - Access to
Portfolio scenarios. - Click on
New. - Fill in information fields such as label, description and code.
- Choose a status for the scenario (default: draft).
- Select the application period for your portfolio scenario.
- Define a scenario manager (default: the creator).
- Attach your scenario to a structure if necessary.
- Select candidate projects for the portfolio individually or via filter criteria.
- Add project attributes: profits, weather, etc. This will give you strategic information to refine your scenario.
- Choose whether the scenario will use resources and/or budgets.
- Enter constraints, via resource categories, with either a minimum load or a maximum load allowed to complete this scenario.
- Enter constraints, via budget categories, with either a minimum or maximum load allowed to complete this scenario.
- Click on
Register.
The maximum number of candidate projects is set at 1,500.
If no constraints are defined for resources or budgets, the gauge will only be "guide": the total amount will be displayed for indication, but the gauge will always remain green.
After a few moments, the portfolio scenario is created.
