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Removing an Investment's Ranking

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You are viewing content for Planview Enterprise One release – Portfolio and Resource Management.

Why Remove an Investment's Ranking?

At any point in the analysis, a ranking may be removed from a specific investment. After an investment is moved to the Rank view's upper section, any ranked investments in the lower section are renumbered to reflect the new ranking order. In addition, threshold lines are reapplied and displayed at the appropriate location. The system also recalculates investment and capacity alerts for the scenario.

To remove an investment's ranking within a scenario:

  1. Take one of the following actions:

    • For those investments you no longer want to be ranked, select the relevant rows in the Rank view's lower section and then drag them to the upper section.

                

      NOTE

      If a filter is applied, you must clear the filter before you can drag an investment to remove its ranking.

                 

    • Next to the appropriate investment, click the action menu and then click Unrank Investment. The investment is moved from the lower section of the view to its upper section. 

      Option to Unrank an Investment

    • In the Rank column, double-click the relevant cell and then delete the value in that cell. The investment is moved from the lower section of the view to its upper section.

           

NOTE

Removing an investment's ranking also removes the investment's numerical value from the Rank column.

After an investment is moved to the Rank view's upper section, any ranked investments in the lower section are renumbered to reflect the new ranking order. In addition, threshold lines are reapplied and displayed at the appropriate location. The system also recalculates investment and capacity alerts for the scenario.

           

           

Prerequisites (Why Can't I Remove an Investment's Ranking?)

If you can't remove an investment's ranking, contact your administrator to ensure that the following prerequisites are met.

User Role Features

The following features must be enabled on your user role.

Enabled Global or System Options