Create scenario starts an alternative from a saved budget plan. Use it to compare a different set of monthly assumptions without losing the original plan's history. Give the scenario a name and explanation that make the alternative clear.
Open the source plan and confirm the version you intend to use. Review the scope, months and account amounts before saving the scenario. Change the assumptions that define the alternative rather than copying a plan with an unexplained new name.
A scenario remains planning data. It does not post revenue, expenses or cash movements, and it does not reassign accounting activity to a project or department. Posted actuals continue to come from the relevant ledger evidence and confirmed allocations.
When presenting a comparison, identify which scenario and version each number uses. Preserve the reason for the alternative so another reader can understand whether it represents a timing change, a different activity level or another explicit assumption. Update through new versions when those assumptions need further revision.
Was this article helpful?
Tell us whether this answered the question you came with.