What-if scenario configurations

This topic describes the configuration options for what-if scenarios.

Define scenario statuses

Use statuses to track the progress or indicate the current stage for a scenario in the decision-making process. You can configure the statues available for use.

To configure statuses for scenarios:

  • From the workbench, edit the WIA - Scenario Status validation to define statuses available for scenarios. For details on configuring validations, see Configure validations.

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Specify potential candidates for a portfolio

Available for: 25.2 and later

By default, only items that are already added in a portfolio can be added into the portfolio scenario. If you specify specific proposals and projects that are not yet included in a portfolio as the potential candidates, these potential candidates can also added into the portfolio scenario.

To specify potential candidates for a portfolio:

  1. Create a custom view named PFM_POTENTIAL_CONTENTS_V.

  2. Define potential candidates for a portfolio using SQL. The SQL script must include the following columns:

    • REQUEST_ID: ID of the proposals or projects that can be included to scenarios as potential candidates. Only proposals and projects are supported; programs and assets are not.

    • PORTFOLIO_ID: ID of the target portfolio. Scenarios created for the portfolio can include the specified proposals and projects as potential candidates.

When the view is created, the specified projects and proposals will appear in the Candidates pane of scenarios associated with the portfolio. For details, see Add content to a scenario.

Sample SQL

The following SQL script identifies projects as potential candidates based on portfolio names.

Copy code 
CREATE OR REPLACE VIEW PFM_POTENTIAL_CONTENTS_V AS
SELECT pgm.PFM_REQUEST_ID AS request_id, pfm.PORTFOLIO_ID  FROM pfm_portfolios pfm, pm_projects pgm WHERE pgm.PROJECT_NAME  LIKE '%' || pfm.NAME || '%'
;

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See also: