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PD Ware Inc. Production

Capturing Scenarios

When you capture a scenario, rows and columns are added to the two scenario sheets with values for the current state of capacity, demand, prioritized allocation, and project priority. Optionally you can write out the entire PDWare Portfolio Data book to a file location of your choice for later review and reporting.

A typical what-if analysis session would include the following sequence of steps.

  1. Open the PDWare Portfolio application and get data in read-only mode.
  2. Navigate to the Portfolio Analysis module.
  3. Capture a scenario and label it “Initial State”.
  4. Make one or more changes to capacity, effort forecasts, or priority.
  5. If you make priority changes on the Project Priority sheet, click the menu Analysis>Apply Changes.
  6. Capture a scenario and label it with a brief descriptive title.
  7. Make more changes and capture scenarios as needed.

When you select menu Analysis-Capture Scenario, scenario data are stored on the scenario sheets: Scenario Summary and Scenario Portfolio.

If the Save detail checkbox is checked, the application asks for a filename where the current PDWare Portfolio Data book will be saved.

This is basically just a File-Save As operation on the current Portfolio Data workbook. Any records on the Resource CapacityEffort Forecasts, or Project Data sheets that were changed remain marked with the change flag (“C”). The change flags are a reminder of which records were changed from the previous DATABASE>Save Data or from the initial state.

When a scenario is captured, four columns from the Project Priority table are copied to the Scenario Portfolio sheet. The columns are Project Name, Current Priority, Demand, and Allocated Percent.

The values in the columns are sorted to match the current sort order of the Scenario Portfolio table.  Double-click in a header cell to sort the entire table by the contents of that column.

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