Step 1: Prepare before planning
Before using What-if Analysis for your strategic planning, you should do the following:
- Identify and collect all your investment initiatives, including in-flight projects, proposed projects, and completed projects for maintenance.
Create projects for in-flight projects, proposals for proposed projects, and assets for maintenance projects in PPM.
Create staffing profiles for these PPM entities to track the resources demand, and create financial summaries to track the forecast cost.
Create a portfolio or program to group your investment initiatives.
Currently, What-if Analysis can be done in the portfolio or program level.