How to exclude a Project or a Business Case from a Scenario

Once a scenario has been played, it is possible to exclude a Project or a Business Case from a Scenario without creating a new one.

  1. Log in to the HTML5 client.

  2. Select the Portfolio Simulation workspace.

  3. Select a Portfolio Folder in the Data Selector.

  4. Run a scenario by clicking on the Play Scenario (GreenCheck.png) button.

In the Simulation view

  1. Select the Simulation (viewmode_activesimulationdetails22_md.png) view mode.

  2. In the Gantt spreadsheet, deactivate the In Scenario switch button, available on the left-hand side of the Project’s name.

  3. In the Charts section, click on the Project's name available in the Legend.

    Note

    This feature allows the user to directly review changes in the chart, but has no impact on the pipeline of the current Portfolio’s scenario. The Effort and Cost of the hidden Project or Business Case are still accounted for in the other analytical spreadsheets.

In the Analytics view

  1. Select the Analytics (viewmode_activescenarios22_md.png) view mode.

  2. In the Analytical spreadsheets, deactivate the switch button, available on the left-hand side of the Project’s name.