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 an existing Scenario (This option will prompt you to select a scenario from the drop-down menu.)

   • Create a new Scenario

5. Select or search for the project(s) you wish to add to your Portfolio Planner.

   Note:  If the portfolio hierarchy navigator has been enabled, you can choose projects from the generated list. If this feature is not enabled, or if the desired project is not in a defined hierarchy, you can use the search box to locate the desired project.

6. Click Create Planner to build a new planner.

 

Notes: To delete a planner, navigate to the Portfolio Planning page from the Planning menu. Click the Delete icon in the Actions column. Confirm the action to delete. Your changes will be applied immediately.

 

Learn More:

• Portfolio Planner Overview

• Setting the Target Metric and Constraint

• Updating Scenario Data