Approve a scenario in Strategic Planning

  • Release version: Xanadu
  • Updated August 1, 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
    • sn_align_ws.spw_funding_user - to view and approve the financial changes.

    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.
    • Changes made to the budget of a planning item will be approved as the budget.

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace.
    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.
      Approve scenario modal.

      While approving a scenario, you can:

      • Select Convert In-plan Demands to Projects toggle to convert the prioritized demands to projects automatically and build a functional portfolio plan.
      • Delete the remaining scenarios by selecting the Delete other scenarios toggle.
      • Enter a reason for approving the scenario in the Notes field.
    5. Select Approve.