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How to use 'Skip and Create Scenario'

Create a scenario from available defaults without completing every setup page, then review its assumptions.

Use Skip and Create Scenario to create a saved scenario from the available defaults without reviewing every setup page first.

Before you begin

  • You are in the setup wizard for a new or incomplete scenario.

  • You are prepared to review the scenario's assumptions after it opens.

Steps

  • Open the new scenario setup wizard.

  • Select Skip and Create Scenario.

New Scenario setup wizard for the Lee household, showing Skip and Create Scenario above the setup pages
  • Confirm the selected scenario under Current Scenario.

  • Open Assumptions and review the values that affect the plan.

  • If needed, open Base Assumptions, enter a clearer Scenario Name, and save.

What skip does

Skip and Create Scenario:

  • creates a saved scenario;

  • uses the available creation defaults;

  • opens the scenario workspace; and

  • leaves the Evaluation unchanged.

It is not a preview, and it does not discard the scenario.

Troubleshooting

  • Skip is not visible. The scenario may already be launched. Review its Assumptions, or start a new scenario if a separate planning path is needed.

  • The default values need changes. Edit the new scenario's Assumptions before relying on its results.

  • The scenario did not open. If the setup remains incomplete after another attempt, contact Planworth Support with the client and scenario names.

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