Create Scenario Views

At least one scenario view is required for adding project scenarios. The best way to utilize views when adding scenarios to a plan is to build it such that it automatically prioritizes the scenarios for you. For example, you might want to set a view where the scenarios are listed in order of a ranking score or based on a priority of high, medium, or low.

  • Make sure to set the sorting off of a priority or ranking type field so that the scenarios are listed in the right order of priority.
  • In order to set scenarios to be listed in order of importance from high, medium, to low you need to set a project custom field called something like priority and create values like 1 - High, 2 - Med, and 3 - Low. Make sure to number them as such so they list correctly. Otherwise, they list in alphabetical order: High, Low, and Med.

To create scenario views

  1. Click Setup.
  2. Expand Views.
  3. Click Planning.
  4. Click Add View.

    5. The Add View page is displayed.

  5. Enter the name of the view in the Name field.
  6. In the Columns Displayed (numbered left to right) section, enter the name of the columns that will display in the view.
  7. Click Save.