How to capture a Scenario

  1. Log in to the HTML5 client.

  2. Select the Portfolio Simulation workspace.

  3. Select a Portfolio Folder in the Data Selector.

  4. Click on the Capture a new Scenario (Snapshot) button.

  5. In the Scenario Definition dialog box, enter the needed information, and select the scenario attributes.

    Important

    In the Project Nature Parameters section of the dialog box, leaving the fields empty includes all Workflow States of the project Nature, or else be sure “Submitted” and “Pre-approved” Business Case Workflow States are selected and the “New” Project Workflow State is selected as well.

  6. Click on the OK button to play the Scenario.