Step 6: Apply optimal scenario

When you arrive at an optimal scenario, you can adjust the portfolio or program according to the scenario. What-if analysis helps you to preview what should be adjusted before actually applying the scenario.

The following steps explain how to preview the application of a scenario for a portfolio. Previewing the application of a scenario for a program is similar.

  1. From the scenario details page, click the Application Preview button in the top-right corner.
  2. The Add to Portfolio table tells you which contents should be added to your portfolio.

    They are the contents that:

    • are considered to be invested in the scenario,
    • but are not included or stops being active in the portfolio.

    Note: If a program is included in both the scenario and the portfolio, but the program contains different contents in the two sides, the program is not listed in this table.

    To see contents of the program that only exist in the scenario, check the Adjust Timeline table.

    The data displayed in this table are real time data retrieved from the contents.

    Projected cost and projected benefit are calculated within the scenario time range.

  3. The Remove from Portfolio table tells you which contents should be removed from your portfolio.

    They are the contents that:

    • are not considered in the scenario,
    • but exist in the portfolio.

    Note: If a program is included in both the scenario and the portfolio, but the program contains different contents in the two sides, the program is not listed in this table.

    To see contents of the program that only exist in the portfolio, check the Adjust Timeline table.

    The data displayed in this table are real time data retrieved from the contents.

    Projected cost and projected benefit are calculated within the scenario time range.

  4. The Adjust Timeline table tells you which contents in your portfolio should be rescheduled.

    It lists the contents:

    • that are considered in the scenario and included in the portfolio,
    • whose scheduled periods in the scenario are different from those in the portfolio.

      Contents whose scheduled periods are beyond the scenario time range in both the scenario and the portfolio are not listed.

    The gantt chart area shows how each content's scheduled periods in the scenario and in the portfolio are different.

    Proposed Start Period The start period in the scenario. If the work of a content is split into sections in the scenario, it is the start period of the first section.
    Proposed Finish Period The finish period in the scenario. If the work of a content is split into sections, it is the finish period of the last section.
    Light blue bar

    The scheduled periods in the portfolio.

    If a content under a program only has the light blue bar, it means the program only contains the content in the portfolio, not in the scenario.

    Dark blue bar

    The scheduled periods in the scenario. A content may have several dark blue bars if its work is split into sections in the scenario.

    If a content under a program only has the dark blue bar, it means the program only contains the content in the scenario, not in the portfolio.