Approve a scenario in Strategic Planning

  • Release version: Washingtondc
  • Updated May 31, 2024
  • 1 minute to read

    • Approve a scenario that aligns with your organizational goals and offers the best business outcomes to make the scenario your current plan.

    Before you begin

    Ensure that you have compared the scenarios and selected the one you want to approve. For more information, see Compare scenarios in Strategic Planning.

    Role required: sn_align_ws.scenario_approver

    About this task

    When you approve a scenario:
    • Planning items with the In Plan state are updated to the Prioritized state.
    • Planning items that you moved out of the plan are changed to the In Review state.
    • The approved dates are revised accordingly.

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace > Portfolio Planning.
    2. From the list of portfolio plans, select one and then select Planning.
    3. From the Create scenario menu, select Compare scenarios.

      The Approve scenario button is also available on the Scenario page. As soon as you have created a scenario, you can directly approve a scenario without comparing it with the other scenarios.

    4. Select the Approve scenario button relevant to the scenario that you want to approve.
    5. Optional: In the Approve scenario window, enter a reason for approving the scenario.
    6. Optional: In the Approve scenario window, delete the remaining scenarios by selecting Delete all other unapproved scenarios
    7. Select Approve.