Create, modify, or copy a scenario

You can create scenarios two ways: from scratch, or by duplicating an existing scenario and editing it

To create, modify, or copy a scenario:

  1. In the Fin Plan Admin or Fin Plan task pane, in the Scenario Management section, double-click Scenario Manager.

  2. In the Scenario Manager dialog, click Start.

  3. In the Scenariospage, do one of the following:

    Option Description
    Create a scenario from scratch
    1. Click Create New Scenario.
    2. In the Type a Name field, type a name for the scenario.
    3. Click Next.
    Create a scenario by duplicating an existing scenario
    1. Click Duplicate Scenario.
    2. In the Duplicate a Scenario dialog, from the Select Existing Scenario drop-down, select the scenario to copy.
    3. In the Enter Name for Duplicate field, type a name for the new scenario.
    4. Click OK or Apply.
    5. In the Scenario Manager dialog, click Next.
    Modify an existing scenario
    1. Click Modify Existing Scenario.
    2. From the drop-down, select the scenario.
    3. Click Next.

  4. In the Select Models for Scenario page, click the check box next to the models to apply to the scenario, and click Next.

    TIP: To select all of the models, click the check box in the table header to the left of the Name column.

  5. In the Apply Node Settings for Scenario page, do the following, and click Next:
    1. From the Model(s) drop-down, select one of the following:
      • To apply the selected nodes to all of the models, select ALL.
      • To apply the selected nodes to a specific model, select the model name.

    2. Select the nodes to integrate into the scenario by clicking the check box next to one or more nodes.

      TIP: You can filter nodes by type in the drop-down under the Global Set header by entering the type or selecting from the drop-down.

  6. Click Submit.
  7. In the Summary page, click Close.