A Strategy groups existing toggles under one name on the open scenario. Use it to keep related planning controls together while you review the plan.
Before you begin
Create and name at least one toggle on the scenario. A Strategy cannot be created without a member toggle.
Create a Strategy
Open the client's Financial Insights and select the scenario.
Open Planning Inputs.
Select Add Toggle / Strategy.
Choose New Strategy.
Enter a Strategy Name.
Select the Strategy Type shown in Planworth.
Select one or more existing named toggles.
Choose Create Strategy.
Find the Strategy under Strategies in Planning Inputs.
Review its member toggles in Summary → Toggle Review.
Reuse the planning idea
A Strategy belongs to the scenario where it was created. No firm-wide Strategy library or automatic copy-to-another-scenario action is documented here.
To use the same planning idea elsewhere:
review the Strategy's member toggles
open the destination scenario
add the required toggles there
create a new Strategy to group them