Example Scenario 2: Annual Planning Alternative Portfolios
In this scenario we play the role of a portfolio manager who is asked to present two possible portfolios of projects to the board for the new year. The first portfolio will represent the best portfolio based upon the currently allocated budget. The second one is what would happen if a million dollars is cut from the budget. Assume that the portfolio manager already has a master portfolio set up that includes all carry over projects plus backlog projects for the upcoming year.
Create a Working Copy of the Portfolio
Select the best set of projects based upon the known budget
Use the portfolio planning and filtering features to decide on the best projects for this budget
Create a snapshot of your results
Return back to the working portfolio and cut one million dollars from the target budget
Select projects to cut from the portfolio
Portfolio is now within budget of and FTE targets but we can see the benefits value has taken a major hit. Repeat the snapshot steps above and create the "Reduced budget scenario" snapshot.