Creating a New Planner from Accolade Portfolio Planner

With Accolade Portfolio Planner, Project Managers are able to build a planner using either new or existing data. This planning tool can be created without interrupting others who may be working on the project concurrently.

To access the Portfolio Planner and create a new planner:

1. From the Planning menu, select Portfolio Planner.

2. Click the +New Planner button on the top right.

3. Enter the Name and Description for the new planner.

4. Do one of the following:

   • Choose Live to create a planner from new data.

   • Choose Scenario to create a planner from existing data.

5. Click Create to build a new planner.