Create planning scenarios

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：7分

    • Create planning scenarios with different combinations of projects and demands in your portfolio. Experiment with different scenarios to plan your budget expenditure for a fiscal year.

    始める前に

    Ensure that you have set the target budget for the fiscal year for which you want to create a planning scenario for annual type of planning. For more information, see Set target budget for a fiscal year. Setting of target is not required for multi-year resource capacity type of planning.

    Role required: it_portfolio_manager

    このタスクについて

    You can create up to four planning scenarios with different combinations of projects and demands for execution. For example, you might create a scenario A and select all the projects and demands with your standard resource allocation. If you’re aware that a risk might affect the business outcome, you can create a scenario B with a reduced number of projects and demands to see whether that strategy might mitigate or avoid the risk. For more information about defining scenarios, see Scenario Planning for PPM.

    手順

    1. Navigate to the Portfolio Planning Workbench from either of two starting points.
      LocationSteps
      From application navigator
      1. Navigate to Project > Portfolios > Portfolio Planning Workbench.
      2. From the Portfolio choice list, select the portfolio that you want to perform the planning for.
      From the portfolio list
      1. Navigate to Project > Portfolios > All.
      2. Open the portfolio that you want to perform the planning for.
      3. In the Portfolio form, click the Portfolio Planning related link.
    2. In the Planning Portfolio Workbench, create a scenario for annual financial and resource capacity based planning or multi-year resource capacity based planning.
      • For annual planning, perform the following steps:
      1. Select the fiscal year for which you want to create a planning scenario.
      2. Click the Start Planning button on the Welcome page.
        A default planning scenario is created with all active demands and projects for the selected fiscal year.
        注:
        If a portfolio plan exists for the selected fiscal year, the Portfolio Planning Workbench displays it as the current plan.
      3. Click the create scenario icon (Create scenario icon).
      4. In the Create Scenario dialog box, enter a name and short description for the scenario.
      5. In the Copy Data From list, select the source for copying data.

        The available options are:

        • None: Creates a scenario with no projects or demands selected.
        • Ongoing projects funded last year: Creates a scenario using projects funded during the previous year and continuing in the current year selected. This option is available only if an existing approved plan for the previous year exists. This is the default option when you create an initial scenario for a given fiscal year.
        • A list of other scenarios: Creates a scenario using projects and demands selected from another existing scenario. This option is available if other scenarios exist for the same portfolio for the same fiscal year.
        • Confirmed Plan: Creates a scenario with projects and demands selected from the existing approved plan. This option is available only if a confirmed plan exists for the current fiscal year.
      6. Click Save.
      • For multi-year planning, a default plan is automatically created with the current month as the starting month, and the planning window period as configured in the Scenario Planning Configuration page. To create a new scenario, perform the following steps:
      1. Click the create scenario icon (Create scenario icon).
      2. In the Create Scenario dialog box, enter a name and short description for the scenario.
      3. In the Copy Data From list, select the source for copying data.

        The available options are:

        • None: Creates a scenario with no projects or demands selected.
        • Ongoing projects funded last year: Creates a scenario using projects funded during the previous year and continuing in the current year selected. This option is available only if an existing approved plan for the previous year exists. This is the default option when you create an initial scenario for a given fiscal year.
        • A list of other scenarios: Creates a scenario using projects and demands selected from another existing scenario. This option is available if other scenarios exist for the same portfolio for the same fiscal year.
        • Confirmed Plan: Creates a scenario with projects and demands selected from the existing approved plan. This option is available only if a confirmed plan exists for the current fiscal year.
      4. Click Save.

    タスクの結果

    The planning scenario is created and displayed in a new tab.

    次のタスク

    Select projects and demands for execution in the planning scenario.