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Scenarios

Create, compare, and manage planning scenarios for your clients.

5 articles
Understanding scenarios: the core unit of planningUnderstand what a scenario stores, how it relates to the Evaluation, and how scenarios support different planning paths.
How to create a scenario: the New Scenario setup wizardCreate a Financial Insights scenario by reviewing the New Scenario setup pages and launching the plan.
How to manage, duplicate & rename scenariosUse Scenario Management to create, duplicate, select, rename, or delete scenarios in Financial Insights.
How to compare two scenarios side by sideChoose a second scenario in Scenario Management, then open a comparison chart to review both planning paths.
How to use 'Skip and Create Scenario'Create a scenario from available defaults without completing every setup page, then review its assumptions.
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