Edit a Scenario in an Investment Plan
To edit a Scenario in an Investment Plan:
- Select the Scenario to edit in the Scenario Name drop-down field
- Input new or edited data
To edit the name of a Scenario:
- Click the Manage Scenarios button on the toolbar
- In the Saved Scenario field, select the Scenario
- In the Rename field, enter the new name
- Click OK
To change the Primary Scenario:
- Click the Manage Scenarios button on the toolbar
- In the Saved Scenario field, select the Scenario
- Check the box titled Set as Primary Scenario
- Click OK