Manage Scenarios

Create new scenario

This action is available only when the Scenario hierarchy is selected. It opens a dialog that runs through a simple set of steps to assist in building a new scenario, seeding data and balances, and setting the initial writeback enabled status.

Basics

This first step sets up the definition of the scenario, requiring the name and unique code of the new scenario, as well as the period range for which it applies.

Cloning options

This optional step allows for the cloning of an existing scenario as the basis of this new scenario. Select the scenario to clone from and the period offset amount for which to clone.

Opening balance options

This optional step is for when budgeting the balance sheet. Select the scenario and end period from which to seed the opening balances.

Writeback options

Select the writeback enabled status for two different groups of users, Admins and Users, from the available options:

• Closed
• Open
• Non-financial accounts only

Modify existing scenario

This action is available only when the Scenario hierarchy is selected. It opens a dialog that allows you to select a scenario and a task to perform.

Import actuals (rolling scenarios)

Import actuals into the selected planning scenario for periods prior to the selected period.

Change writeback status

Select the writeback status for this scenario for both Admins and Users.

Change name / code

Change the name and/or the code of the scenario.

Change period range

Change the period (from / to) of the scenario.

Reseed data

Delete all data and replace it with data from the selected scenario and period offset.

Note:

Overwritten data cannot be recovered

Reseed opening balances

Remove all data from the scenario prior to the opening period.

Note:

Overwritten data cannot be recovered

Clear data

Clear all data from the scenario.

Note:

Overwritten data cannot be recovered