Creating a scenario

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.

🚩

The maximum number of candidate projects is set at 1,500.

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.

💡

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.

Click on Register.

✅

After a few moments, the portfolio scenario is created.