Add a New Scenario to an Investment Plan

You can create up to seven scenarios (or versions) of an Investment Plan to provide alternatives or comparisons to the primary scenario and alleviate the need to recreate a Plan from scratch. With this feature, a new scenario is created on the Forecast page of the primary plan. The Scenario Name drop-down field on the toolbar allows users to toggle between scenarios.

To create a New Scenario:

1. Begin in the Forecast page
2. Click the New Scenario button on the toolbar
3. In the New Scenario window, name the New Scenario and click OK

The new name appears in the Scenario Name field and all data you input will pertain to the scenario displayed in the Scenario Name field.