Prioritize contents within a scenario

Prioritizing the contents within a scenario helps your organization make optimal allocation of the budget and resources.

In this topic:

Overview

A prioritized contents list helps your organization to make optimal allocation of budget and resources. The list is structured with the most important content at the top, while less important contents are ranked lower. Prioritizing the contents within a scenario may include the following actions:

• Moving contents into the scenario.
• Moving contents out of the scenario.
• Assigning ranks to the contents.

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Considerations before prioritizing

Consider the following factors before prioritizing the contents:

Factor	Description
The content's strategic theme or business objective	See Strategic planning.
The content's financial metrics, such as forecast cost and forecast benefit	Such financial data provides insight on demand versus capacity, and whether a content is worth investing. The Strategic Prioritization View provides quick access to the financial metrics in the content list table. To display the financial metrics you are concerned about: At the top-right corner of the content ranking table, click Choose columns. Select the desired columns to display.

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Add contents to a scenario

When a what-if scenario is created, it includes the following epics from the corresponding portfolio: epics that have both start and end dates specified, and whose time period falls within the range defined by the scenario. Epics with only a start date or an end date, and without either the start or end dates specified, are not included in the scenario by default. To include these epics, you must manually add them to your scenario.

To add content to a scenario:

1. From the What-if Analysis page, click the scenario to open the details page.

2. At the top-right of the scenario details page, select a layout template with Board View or Gantt View.

3. Expand the Candidates pane on the right to display the epics from the portfolio but are not included in the corresponding scenario.

4. To add an entity to the scenario, from the Candidates pane, select the target entity and drop it onto the Board or Gantt chart.

   The entity is displayed in the current month if the period type is set to fiscal month, or in the current quarter if the period type is set to fiscal quarter.

5. To reschedule the period of the entity without changing its duration, move the entity's Gantt chart or card to the left or right.

6. To extend the duration of the entity:

   1. Select a layout template with Gantt View.
   2. Hover over the left or right end of the Gantt chart until the icon appears.
   3. Click and drag the icon to the target time period where you want to extend the entity's duration.

7. Repeat these steps as needed to add all the desired contents to the scenario.

8. When you have added all the desired contents to the scenario, click Save and Apply to apply the changes made to the scenario.

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Move contents out of a scenario

If you do not plan to start or continue a portfolio content, move the content out of the scenario. The budget will not be allocated to it.

To move a content out of a scenario:

1. From the What-if Analysis page, click the scenario to open the details page.

2. At the top-right of the scenario details page, select Strategic Prioritization Planning View. The scenario contents are listed in the table.

3. To move a content out of a scenario, from the content table, click the content and drag it below the content list table.

   A new table with grey background appears below the content table. It lists the moved-out contents.

4. To return content back to a scenario, from the moved-out content table, click the content and drag it back to the content table.

5. As you move content in or out, the cost distribution charts on top of the page automatically update to display the costs of all the contents in the scenario. You can refer to these two charts regularly to help you plan contents more effectively.

6. To save the changes made to the scenario, click Save.

7. To discard the changes made to the scenario, click Restore.

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Assign priorities to contents

Contents in the scenario details page are by default listed in the alphabetical order of content names.

To adjust the ranking of a content:

1. Open a scenario details page, and select a layout template with Ranking View.

2. In the content table, click the Rank column to make sure the contents are sorted by rank.

3. Drag and drop the content to the target location in the table. The ranking of the content is updated.

4. Click Save to save the changes.

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Next steps:

• Capacity planning