Create a scenario

Administrators and analysts use the Scenario Manager to create and manage scenarios. The Scenario Manager also queues Scheduler jobs needed for processing scenarios.

In addition to creating a new scenario from scratch, you can copy a scenario, rename and then modify it.

NOTE: To create scenarios, you must have the Rolling Forecast Global Management role in addition to either the RF Admin or RF Analyst role.

To create a scenario:

1. In the RF Admin task pane, under File Group, double-click Scenario Manager.

2. In the Scenario Manager, the Create New Scenario option is selected by default. In the Description field, type a name for this scenario.

3. To make this scenario the default, under the Description field, select the Make default? checkbox.

   NOTE: There can be only one default scenario at a time. The default scenario is applied automatically to new plan files when they are created. However, you can select a different scenario for plan files when opened from the task pane.

4. Click Next.

   

5. In the confirmation dialog, click OK.

   A summary of the new scenario displays on the next page.

6. Configure the scenario.

7. Save your changes, and then close the Drivers utility.

8. In the Scenario Manager, process plan files using the new scenario (if you are still on the new scenario summary page, click Previous to go back to the main page).