How to
How to create a what-if scenario
A scenario is a named what-if pool you can model without disturbing your committed plan.
- Open Scenarios in the environment and create one with a clear name.
- Tag forecast entries, definitions, or invoices to the scenario instead of the base pool.
- In the projection, select the scenario to include it, or leave it out to see committed-only.
- Commit a plan by moving its items to the base, or delete the scenario to fall its items back to committed.
See *Enterprise: reading a below-zero projection*, which contrasts the committed book with the planned buildout held in a scenario.
In-app documentation, version 5. Generated from the product documentation source, so this matches the app exactly.