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Scenario Manager

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Meisterplan
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This article describes how to use the scenario manager in Meisterplan.

Opening the Scenario Manager

In the Portfolio Designer and Goals view, select Manage Scenarios in the header menu to open the Scenario Manager.

Meisterplan-Header-Scenario-Manager1.2.png

Scenario Manager Features

The scenario manager provides the following features:

  •  Add Scenario
  •  Copy Scenario
  •  Freeze (remove editing rights for all users so the scenario is unable to be changed until editing rights are reassigned) - requires ownership or the Administrator access level.
  •  Replace Plan of Record with Scenario - requires Administrator or Data Manager access level as well as the Edit Plan of Record editing right.
  • View
    • Show all will display all scenarios. Archived scenarios will be displayed with a gray font.
    • Hide archived will hide scenarios that have been archived via the Archived option.
    • Available for reporting will only display scenarios included in the external reporting database via the Extract data for external reporting option.
  •  Edit Scenario (hover over a scenario and click the pen icon) - requires ownership or the Administrator access level.
  • Delete Scenario (hover over a scenario and click the trashcan icon) - requires ownership or the Administrator access level.
  • Open Scenario (double-click a scenario or select it and click Open Scenario).
  • Scenario Comparison (select an active scenario and a comparison scenario, or select Plan of Record to compare it with the plan of record, then click Open Scenario).
  • End Scenario Mode (close scenario manager, end scenario mode and any active scenario).
  • Open Scenario (close scenario manager, open scenario selection and scenario comparison setting).
  • Close (close scenario manager, cancel scenario selection and scenario comparison setting).

Scenario-Manager1.2.png

Replace "[Date]" with the date of the respective scenario or plan.

Add a Scenario

Click Add Scenario to create a scenario based on the plan of record.

Click Copy Scenario to create a scenario based on the selected scenario.

  • When creating a scenario, you will be prompted to enter a Scenario Name and Edit Rights.
  • The scenario's creator is assigned edit rights by default.
  • Assign editing rights to any other users that should also be permitted to modify data in the new scenario.
  • Editing rights and other scenario properties may be modified by the scenario's creator and users with the Administrator access level.
  • Select Extract data for external reporting to include the scenario in the reporting database for external reporting. Up to ten scenarios may be included. This option is only available when the Activate reporting database to provide planning data for external access option is checked under Reporting Data in the report manager.
  • Set a scenario as Archived if you are no longer working with it but still want to keep it. Archived scenarios can no longer be opened and will no longer be available in the scenario menu or for reporting. They will be displayed in gray in the scenario manager and can be hidden by selecting Hide archived in the View menu.

Freeze a Scenario

 Click Freeze to remove all editing rights from the selected scenario.

This requires ownership for that scenario or the Administrator access level.

Frozen scenarios can no longer be edited by any user until editing rights are reassigned.

Unfreeze a Scenario

Reassign editing rights to a scenario via its properties to unfreeze it, making it editable again.

As with freezing a scenario, this requires ownership for the scenario or the Administrator access level. 

See the Edit Scenario article for details.

Replace Plan of Record with Scenario

Click Replace Plan of Record with Scenario to submit the selected scenario as the new plan of record. This requires Administrator or Data Manager access level as well as the Edit Plan of Record editing rights.

  • The entire plan of record will be replaced with the selected scenario, including all portfolios.
  • The selected scenario remains and can be used for further planning; changes made in the plan of record will not be transferred to this scenario.

NOTE: The current plan of record is not automatically saved before being replaced by the scenario. To save the plan of record beforehand, simply create a new scenario as a backup.

Instead of transferring the entire scenario, you can transfer individual projects from the scenario to the plan of record. To do this, move your cursor over the project name in the list, click on the icon with the three dots, and select the option Submit Project to Plan of Record.

Hide a Scenario

In the View menu, select whether to display all scenarios (Show all), only those that have not been archived via the Archived option (Hide archived) or only those that have been included in the external reporting database via the Extract data for external reporting option (Available for reporting).

Edit a Scenario

Edit Scenario: Hover over a scenario and click on the pen icon to edit that scenario. This requires ownership or the Administrator access level. See the Edit Scenario article for details.

Delete a Scenario

Delete Scenario: Hover over a scenario and click on the garbage can icon to delete that scenario. This requires ownership or the Administrator access level.

Open or Close a Scenario

Double-click a scenario or select it and click Open Scenario to close the scenario manager and open that scenario.

Click End Scenario Mode to close the scenario manager, end the scenario mode and any active scenario comparison, and work with the plan of record again.

Once you have selected a scenario in the scenario manager, it will then be available for selection in the scenario menu in the header. When a scenario is active, you may also select the Plan of Record in the scenario menu to end the scenario mode.

Start or End the Scenario Comparison

Select an active scenario and a comparison scenario or the plan of record and click Open Scenario to close the scenario manager and activate the scenario comparison.

Select None and click Open Scenario to close the scenario manager and end the scenario comparison.

While the scenario comparison is active, you have access to the scenario comparison menu in the header. Here, you may select one of the five most recently compared scenarios, open the scenario manager via Manage Scenarios or end the scenario comparison.

When the scenario comparison is not active, you can open the scenario manager by selecting Manage Scenarios in the scenario menu to start the scenario comparison.

See the Scenario Comparison article for details.

Open or Cancel Your Selection

Click Open Scenario to close the scenario manager and open the scenario selection and scenario comparison settings.

Click Close to close the scenario manager and cancel the scenario selection and scenario comparison setting.

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