Merge a scenario

After you create a scenario and make the necessary what-if changes, you may decide that your scenario best reflects reality. At this stage, you are ready to merge your scenario to the working budget.

When you merge a scenario, the data in your working budget is replaced by the chosen scenario.

Merge a scenario

You can merge an entire scenario into your working budget from the root of a selected scenario.

To merge a scenario in its entirety:

1. From the Inputs tab, click Scenarios to open the dropdown list, and select the scenario that your want to merge.

2. Click on the vertical ellipsis icon that appears to the right of the scenario name and select Merge with budget.

3. To confirm, click Merge.

Merge a budget line or group from a scenario

You can merge a specific part, like a budget line or group, of a scenario into your working budget from the budget tree of a selected scenario.

To merge part of a scenario:

1. From the Inputs tab, click Scenarios to open the dropdown list, and select the scenario from which you want to merge a budget line or group.

2. Click on the vertical ellipsis icon that appears to the right of the budget line or group and select Merge with budget.

3. To confirm, click Merge.

Scenarios list

• A scenario is only removed from the scenarios list when you merge the entire scenario or delete it.

• If you merge a budget line or group, and there are no additional changes between the scenario and the working budget, the scenario remains in the scenarios list.

• Budget lines or groups that you don't merge remain as is and the changed data appears in blue.