Accessing Portfolio Planner
To access Portfolio Planner:
Navigate to the Portfolio Planner menu in the top navigation bar.
Select Portfolio Planner to open the Portfolio Models page.
The Portfolio Models page displays the portfolio plans you have access to and allows you to create, open, and manage planning models.
Depending on your permissions, you may only see plans that you created or plans that have been shared with you by an administrator or other users.
Key features on this page include:
Search to quickly locate a plan
Sort by name, creation date, or last updated date
List and grid views for browsing plans
Favorites to pin frequently used plans
The New button to create a new portfolio plan
Opening an Existing Portfolio Plan
To open an existing portfolio plan:
Navigate to the Portfolio Models page.
Click the plan name from the list or grid view.
The selected plan will open in the Portfolio Planner workspace, where you can review supply and demand across the selected planning horizon.
Managing Portfolio Plans
Portfolio plans can be managed directly from the Portfolio Models page.
Each plan includes a three-dot menu that provides additional actions.
Available options include:
Add to Favorites – Pin the plan to the top of your list
Add as Plan of Record – Designate the plan as the approved portfolio strategy
Edit – Update plan configuration details
Remove – Delete the plan
What’s Next
Learn how to configure and create a new planning model.
Control access and designate an approved planning model.