The bulk of the work you'll do in Portfolio will be done on the Active Scenario page. From here you'll be able to:
- Manually select opportunities or run optimizations
- Add and edit metric constraints
- Customize rules such as Selection Constraints and Dependencies
- Change scenario settings such as price forecast
- View, analyze, and export results
Think of the other pages in Portfolio as existing either to support or to compare results generated using the Active Scenario page. The menus on the Active Scenario page are organized into:
- The Selections Tab- which opportunities are included in the scenario, when and how much
- Metric Constraints Overview - limits, targets, and constraints defined for the scenario
- Scenario Data - Selectability of opportunities (Selection Constraints and Dependencies)
- Scenario Rules - Settings and inputs which consist of opportunity metrics and outcome dependencies