The purpose of the Portfolio Metrics is to understand the combined value according to the metrics selected.
What if scenario planning is a useful technique to help improve the overall performance by seeing the consequence of activating various ideas and / or freezing active projects.
To scenario plan:
Select your portfolio
Select the Metrics tab
Toggle on the Scenario planning icon.
Click on the project or idea you wish to change. You should now see a + / - controls.
- Press the + to see the impact of adding including an idea into the portfolio. Press - to see the impact of removing an project from the portfolio.
Note: The scenario does not affect the real state of the project or idea. If you wish to implement a scenario then you must go into each project to change its authorisation.
- Toggle on the Scenario planning icon to revert back to actuals.