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.

  1. Open Scenarios in the environment and create one with a clear name.
  2. Tag forecast entries, definitions, or invoices to the scenario instead of the base pool.
  3. In the projection, select the scenario to include it, or leave it out to see committed-only.
  4. 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.