Define scenarios

You manage scenarios and create new ones in Detailed Planning Manager.

Every Detailed Planning model comes with a Default scenario, which is the scenario initially used when you open the DPO drawer.

Using additional scenarios is optional.

Create a scenario from scratch

  1. Select Administration > Scenarios.
  2. In the lip panel click .
  3. Type a Name (up to 250 characters) for the scenario.
  4. Use Status to set the scenario's current mode:

    • Prepare – The scenario is only available to Detailed Planning administrators who have Model or Security permissions for the model.

       Caution:  When Status is set to Prepare, if administrators post data to the detailed planning model, users with permissions for that model will be able to view the data in templates and through Ad Hoc Analysis.

    • Active – The scenario is available to all users, including for data entry and reporting.
    • Complete – The scenario data can be viewed by all users but no data entry can be performed by any users, including administrators, and data cannot be imported or posted.
  5. Start period and End period are members of the Time dimension in the detailed planning model. Use them to set the start and end of the scenario.
  6. Use Detailed planning model version to select the Version dimension in the detailed planning model that is used to post and transfer calculated detailed planning data. This Version must be of type Plan or Actual; it also sets the limits for the Start period and End period in the scenario.
  7. If the model is linked to a financial model, you can use Linked model version to select a Version dimension in the financial model that is used to post and transfer calculated and consolidated detailed planning data. (The Version must be of type Plan or Actual.)
  8. You can store notes in Description (up to 4,000 characters).
  9. Select File > Save.

Create a scenario based on an existing scenario

  1. Select Administration > Scenarios.
  2. Select the scenario.

  3. In the lip panel click .

    The duplication options appear. Clear any option that you do not want to re-use.

  4. Click Yes.

    The duplication process runs; when the copy appears in the Scenarios panel you can edit it.

Manage scenarios

Edit a scenario

  1. Select Administration > Scenarios.
  2. In the Scenarios panel, under Name, select a scenario.
  3. Make your changes in the Properties panel, and Save.

Delete a scenario

You can delete any scenario other than the current Default scenario; to delete that, you must first designate a new Default scenario.

 Caution:  Deleting a scenario deletes all the DPO data in that scenario.

  1. Select Administration > Scenarios
  2. In the Scenarios panel, under Name, select a scenario.
  3. In the lip panel click and click Yes.

Change the Default scenario

You can change the Default scenario at any time.

  1. Select Administration > Scenarios
  2. In the Scenarios panel, under Default, select the scenario you want.
  3. Save.