Strategy Navigator

This User Guide is designed to help you use the Strategy Navigator feature to create ‘What-If Plans’ and compare them to your baseline plan. Justify decisions by analyzing many different scenarios and viewing the performance of alternative options.

Navigate to Budgets

1. Navigate to your portfolio within your Decision Lens instance.
   1. Select the ‘Budgets’ tab on the right-hand side.
      
   2. If needed, adjust the date range in the top right corner to change your planning window.
      
   3. Click the icon to access the ‘Strategy Navigator’ feature.

Utilize Strategy Navigator

1. A right-hand panel will open prompting you to create a ‘What-If Plan’ to explore software recommendations.
   1. Click the blue button for ‘Create What-If Plan.’
      
   2. A pop up will open guiding you to name your ‘What-If Plan.’
      1. Type name and description.
      2. Select a plan to copy from in ‘Copy from this Plan’ dropdown.
      3. Click ‘Create Plan’ button.
         
   3. Decide which of the OVCRB dimensions you’d like to improve on with your ‘What-If Plan.’
      1. Select the icon at the top for which you want to improve, Overall, Value, Cost, Risk or Benefit.
         
      2. Within each you will see recommendations to add or remove projects and can use the check boxes on the right-hand side to choose which you want to select.
      3. Click the ‘Apply [#]’ button at the top if you want to accept all software recommendations.
         

Compare to Baseline

1. Click the orange button to ‘Compare to Baseline’ once you have made your OVCRB recommended selections within your ‘What-If Plan.’
    
   1. This will bring you to the familiar Summary page where you will now see two side by side plans, your ‘Baseline’ and ‘What-If.’
       
      1. Click the ‘Add Plan’ button if you want to compare any other ‘What-if’ plans that were previously created.
   2. The ‘Summary’ page shows you the plans side by side and includes ‘Total Budget’, ‘Total Allocated’, and ‘Availability’ as well as the Projects that are ‘In’ and ‘Out.’
      1. Click ‘Show Projects’ to view which have been moved in the ‘What-If Plan.’
      2. Explore the graphs to show the software recommended improvements to your OVCRB framework.
   3. Select the ‘What’s In’ tab if you wish to view your plans in a detailed view based on which projects have been selected.
      

Update Baseline with Best Plan

1. If you wish to update your Baseline Plan with your ‘What-If Plan’, select the appropriate icon.
    
   1. Confirm the update by selecting ‘Yes! Update Baseline’ button.
      
   2. This will bring you to your ‘Budgets’ tab with the projects scheduled based on your newly created ‘Baseline Plan.’

Next Steps

Now that you have explored the software recommended courses of action using the Strategy Navigator, continue with Scenario Optimization by utilizing the Bottleneck Analysis feature or use Decision Lens to track and manage your Spend Plan.

Bottleneck Analysis

Automate your project scheduling by using Bottleneck Analysis. Sharpen execution capabilities by aligning ideal project timing and de-bottlenecking resources before projects begin.

Spend Plan Tracking

Track actual spend for requirements, look ahead at planned amounts into the future and adjust planned spend as needed.