Select and confirm a scenario to allocate budget and resources for executing the
selected demands and projects in a fiscal year.
-
Navigate to Portfolio Planning Workbench from either of two starting
points.
Location | Steps |
---|
From application navigator |
- Navigate to .
- From the Portfolio list, select the
portfolio that you want to perform the planning for.
|
From the portfolio list |
- Navigate to .
- Open the portfolio that you want to perform the planning
for.
- In the Portfolio form, click the Portfolio
Planning related link.
|
-
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.
-
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.
-
Click Save.
- (Optional)
Print a confirmed plan by clicking the 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.
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.