Creating portfolio scenario |
See how to add a new scenario to a portfolio:
1.On the side toolbar of the Scenario section, click on the button.
2.Fill in the following fields on the screen that will be displayed:
3.Next, click on OK.
4.At this point, the scenario data screen will be displayed. If the scenario was created from an existing one, the field described as follows will be filled in by the system with the data of the source scenario.
5.In the General data section, the fields with the previously entered ID # and Name of the scenario are displayed, but it is possible to edit them. It is also possible to enter a Description for the scenario in question.
6.In the Prioritize objective section, it is possible to assign a score to the objectives associated with the portfolio. To do that, in the field of the Percentage column, enter the percentage that matches the objective of the portfolio in question. Enable the Use evaluation method option to use an evaluation method to give a score to the objectives. In this case, select in the respective field the desired evaluation method. The section will be divided in two panels. In the first panel, the portfolio objectives will be displayed, whereas in the second panel, the desired option to give the score to the criterion selected in the first panel must be selected. The portfolio objective percentage will be calculated by the system according to the selected criterion.
7.Use the Next button at the bottom of the screen to access the next step it is in.
8.In the Prioritize structure section, it is possible to assign a score to the projects and programs that compose the portfolio regarding the objective. To do that, in the column corresponding to the Portfolio objective, enter a score (from 1 to 100) for the project/program regarding the objective in question. Enable the Use the list of predefined values option to use scores pre-configured by the system. In this case, select the desired option in the column that corresponds to the Portfolio objective to give a score to the project/program.
9.In the Result section, the projects and programs that compose the portfolio will be displayed, ordered in a descending manner by the percentage reached in the previously performed prioritization.
10.In the Finance section, it is possible to simulate a budget for the portfolio in the scenario being simulated. See how to configure a budget:
11.In the Analyze budget section, the system analyzes the projects and program that compose the portfolio, according to the configurations previously performed in the scenario. In the upper part of this section, the following charts are available:
12.In the list of records in the lower part of the Analyze budget section, the system displays the projects and programs that compose the portfolio divided in two groups: "Selected" and "Unselected". The selected ones are the objects with higher value in relation to the objectives and that fit in the budget, whereas the unselected ones are the objects that have lower values than the others or do not meet the restrictions of the portfolio budget. In order to simulate other values within the scenario, it is possible to access the Finance section described previously, edit the value of the portfolio budget, return to the "Analyze budget" section and click on the Recalculate button. If the user wishes to move a project/program that is in the "Unselected" group to the "Selected" group or vice-versa, it is only necessary to select the "Force-in" or "Force-out" option in the "Force in/out" column of the desired project/program.
13.Use the options in the Record palette to save the scenario information.
14.Click on the Activate option to apply the scenario budget structure and data to the portfolio. Click on OK to confirm this operation. After activating a scenario, the projects and programs in the "Unselected" group will be removed from the portfolio structure, but they will be displayed in the scenario. If there are projects selected in the scenario that have not been removed from the portfolio structure, they will be added again. |