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    • IT Business Management
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    Home Orlando IT Business Management IT Business Management Project Portfolio Management Portfolio Management Scenario Planning for PPM Confirm a planning scenario

    Confirm a planning scenario

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    Confirm a planning scenario

    Select and confirm a scenario to allocate budget and resources for executing the selected demands and projects in a fiscal year.

    Before you begin

    Ensure that you have created up to four planning scenarios and selected projects and demands for execution. For more information, see Create planning scenarios and Select demands and projects for portfolio planning.

    Role required: it_portfolio_manager

    Procedure

    1. Navigate to Portfolio Planning Workbench from either of two starting points.
      LocationSteps
      From application navigator
      1. Navigate to Project > Portfolios > Portfolio Planning Workbench.
      2. From the Portfolio list, select the portfolio that you want to perform the planning for.
      From the portfolio list
      1. Navigate to Project > Portfolios > All.
      2. Open the portfolio that you want to perform the planning for.
      3. In the Portfolio form, click the Portfolio Planning related link.
    2. In the Project Planning Workbench, confirm a scenario as your current plan for the fiscal year using one of the following options:
      • Select a scenario and click Confirm.
      • Click Compare Scenarios and, in the Compare Scenarios page, click Confirm Scenario.
      • If you are overriding an already confirmed plan for the fiscal year, click Override.
    3. In the Confirm dialog box, set additional options to be performed on the selected demands and projects after the planning scenario is saved.
      Note: When a confirmed plan exists for the fiscal year, the name of the dialog box is Override Selection rather than Confirm.
      • If the project property Create project(s) on confirming demands from portfolio workbench is set to false, you can choose to approve all the selected demands after the save by selecting Approve all selected demands (if not approved already).
      • If the project property Create project(s) on confirming demands from portfolio workbench is set to true, you can choose to convert the selected demands to projects after the save by selecting Convert all the selected demands to projects.
      • Confirm the resources for selected demands and projects by selecting Confirm resources for newly selected demands or projects.
      • Delete all the unconfirmed working scenarios after confirmation of the selected scenario by selecting Delete all working scenarios. This option is selected by default.
    4. Click Save.
    5. (Optional) Print a confirmed plan by clicking the print icon ( Print icon) in the Timeline View tab of the plan.
      Note: Only the Planned, Actual, and Variance columns appear on the printed version of the plan.

    Result

    Budget is allocated to selected demands and projects. The remaining demands and projects are unfunded fully. However, resources already confirmed for the unselected demands and projects are not removed automatically.

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    Release version
    Choose your release version

      Confirm a planning scenario

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Confirm a planning scenario

      Select and confirm a scenario to allocate budget and resources for executing the selected demands and projects in a fiscal year.

      Before you begin

      Ensure that you have created up to four planning scenarios and selected projects and demands for execution. For more information, see Create planning scenarios and Select demands and projects for portfolio planning.

      Role required: it_portfolio_manager

      Procedure

      1. Navigate to Portfolio Planning Workbench from either of two starting points.
        LocationSteps
        From application navigator
        1. Navigate to Project > Portfolios > Portfolio Planning Workbench.
        2. From the Portfolio list, select the portfolio that you want to perform the planning for.
        From the portfolio list
        1. Navigate to Project > Portfolios > All.
        2. Open the portfolio that you want to perform the planning for.
        3. In the Portfolio form, click the Portfolio Planning related link.
      2. In the Project Planning Workbench, confirm a scenario as your current plan for the fiscal year using one of the following options:
        • Select a scenario and click Confirm.
        • Click Compare Scenarios and, in the Compare Scenarios page, click Confirm Scenario.
        • If you are overriding an already confirmed plan for the fiscal year, click Override.
      3. In the Confirm dialog box, set additional options to be performed on the selected demands and projects after the planning scenario is saved.
        Note: When a confirmed plan exists for the fiscal year, the name of the dialog box is Override Selection rather than Confirm.
        • If the project property Create project(s) on confirming demands from portfolio workbench is set to false, you can choose to approve all the selected demands after the save by selecting Approve all selected demands (if not approved already).
        • If the project property Create project(s) on confirming demands from portfolio workbench is set to true, you can choose to convert the selected demands to projects after the save by selecting Convert all the selected demands to projects.
        • Confirm the resources for selected demands and projects by selecting Confirm resources for newly selected demands or projects.
        • Delete all the unconfirmed working scenarios after confirmation of the selected scenario by selecting Delete all working scenarios. This option is selected by default.
      4. Click Save.
      5. (Optional) Print a confirmed plan by clicking the print icon ( Print icon) in the Timeline View tab of the plan.
        Note: Only the Planned, Actual, and Variance columns appear on the printed version of the plan.

      Result

      Budget is allocated to selected demands and projects. The remaining demands and projects are unfunded fully. However, resources already confirmed for the unselected demands and projects are not removed automatically.

      Tags:

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