Create, duplicate, rename, select, or delete scenarios in Financial Insights without changing the client's Evaluation.
Before you begin
Open the client's Financial Insights.
Confirm the selected scenario under Current Scenario before changing or deleting anything.
Steps
Select the pencil beside Current Scenario to open Scenario Management.
Choose the action you need:
New Scenario starts a new setup.
Clone scenario duplicates the current scenario.
Default Scenario controls which scenario opens by default for this client.
Scenario For Comparison selects a second scenario for supported comparison charts.
Delete Current Scenario removes the selected scenario.
To duplicate a scenario, first select it under Current Scenario, then open Scenario Management and select Clone scenario. Give the copy a distinct name when prompted.
To rename a scenario without duplicating it, open Assumptions, choose Base Assumptions, edit Scenario Name, and save.
Use Current Scenario to switch between saved scenarios.
Important notes
Cloning starts from the current scenario. Confirm the selected scenario before you clone.
Renaming happens in Base Assumptions, not in Scenario Management.
Deleting a scenario does not delete the Evaluation.