Configure the scenario planning type and scope

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 2 min. de leitura

    • Configure the scenario planning type and select the scope of portfolios to determine the way you want to plan and work on your portfolios. You can also specify using Investment Funding for funding demands and projects in your portfolios.

    Antes de Iniciar

    Importante:
    Modifying the planning type and scope deletes all your existing scenarios and confirmed plans.

    Role required: it_pps_admin

    Por Que e Quando Desempenhar Esta Tarefa

    The option to use Investment Funding for funding your portfolios is available only when you activate the Investment Funding plugin.

    Procedimento

    1. Navigate to All > Project > Portfolios > Configure Planning.
    2. Open the scenario planning configuration record.
    3. Configure the planning type and scope.
      Planning typeSteps
      If you want to plan for a single fiscal year and single portfolio
      1. Select Annual Financial and Resource Capacity Based Planning from the Planning Type list.
      2. Select Single Selected Portfolio from the Planning Scope list.
      If you want to plan for a single fiscal year and all portfolios
      1. Select Annual Financial and Resource Capacity Based Planning from the Planning Type list.
      2. Select All Portfolios from the Planning Scope list.
      If you want to plan for multiple years and single portfolio
      1. Select Multi-Year Resource Capacity Based Planning from the Planning Type list.
      2. Select Single Selected Portfolio from the Planning Scope list.
      3. Select your default planning duration from the Default Planning Window list.

        When you select a planning window, all the demands and projects falling within the selected duration appear on the Portfolio Planning Workbench.
      If you want to plan for multiple years and all portfolios
      1. Select Multi-Year Resource Capacity Based Planning from the Planning Type list.
      2. Select All Portfolios from the Planning Scope list.
      3. Select your default planning duration from the Default Planning Window list.
    4. Opcional: If you want to enable selection of demands and projects that are in completed or inactive state, select Allow Selection of Completed Projects.
    5. Opcional: If you want to retrieve the target amount from Investment Funding, select Investment Funding Integration.
      Nota:
      This option is available only when the Investment Funding for PPM (com.snc.investment_planning_pmo) plugin is active and planning type is selected as Annual Financial and Resource Capacity Based Planning.
      • If the planning scope is Single Selected Portfolio, the target amount of that portfolio is retrieved from the New Fund column for the selected portfolio investment. For more information, see Allocate funds to an investment.
      • If the planning scope is All Portfolios, specify a source to retrieve the target amount.
        1. Select a funding entity from the Funding Entity list from which your demands and projects will be funded.
        2. Select the transaction table for the selected funding entity from the Funding Record list.
    6. Click Update.

    Resultado

    The scenario planning configuration is updated and all scenario plans and confirmed plans are deleted. The configuration changes also updates the Portfolio Planning Workbench to enable you to do scenario planning based on the updated planning type and scope.