Modify a scenario

Scenarios help you create what-if situations which you can then compare to your base budget.

When you save changes in a Scenario, they are saved to the scenario only, and your base budget remains as is. This enables you to analyze various assumptions without the need to copy or re-enter values.

The following table summarizes what you can and can't modify in a scenario:

Can modify Can't modify

Budget line amounts

Move (or drag-and-drop) budget lines in the budget tree

Date range

Change actuals data

Shift expenses/revenues

Edit dimension settings

Multiply expenses/revenues

Change budget line types

Add new dimensions and dimension values

Build a scenario based upon another scenario

Add or delete tags

 

Add or remove budget lines

 

Duplicate budget lines

 

Share full and partial sections of the scenario

  

 

Identify changes in scenarios

After you change the values of a budget group or budget line in a scenario, the following changes appear in the scenario:

  • The budget group or budget line name in the budget tree appears in blue to indicate which lines in the scenario include changes.

    The budget lines with changes in the scenario appear in blue.

After you make changes to a budget line, a yellow line appears in the form view, which includes the following options:

  • See changes - Shows a list of the changes that have been made to the selected line

  • Revert changes - Enables you to revert the changes to the selected line
    Options to see changes or revert changes appear in the yellow line in the form view.

After you change the values of a cell in grid view in a scenario, the following changes appear in the scenario:

  • The cell and its content in a budget line with Monthly repeat bookings appear in blue to indicate the change from the working budget.

  • The entire row of a budget line with Once, Quarterly, Yearly, or Take from model repeat bookings appears in blue to indicate that the line in the scenario includes changes.

Effect of changes to the base budget on scenarios

After you create a scenario, and then make changes to the base budget, all scenarios automatically inherit the values and settings of the base budget.

If a contributor is viewing a scenario and the budget owner makes a change to the base budget, the contributor immediately sees the change in the scenario.