Edit a Scenario in an Investment Plan

 

To edit a Scenario in an Investment Plan:

  1. Select the Scenario to edit in the Scenario Name drop-down field
  2. Input new or edited data

 

To edit the name of a Scenario:

  1. Click the Manage Scenarios button on the toolbar
  2. In the Saved Scenario field, select the Scenario
  3. In the Rename field, enter the new name
  4. Click OK

 

To change the Primary Scenario:

  1. Click the Manage Scenarios button on the toolbar
  2. In the Saved Scenario field, select the Scenario
  3. Check the box titled Set as Primary Scenario
  4. Click OK