How to Roll Forward a Scenario?

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Article Summary

This article provides a complete, step-by-step guide to rolling forward a scenario. It explains how to lock an existing scenario, create a new forecast cycle, seed data from the completed scenario, and manage user access, covers key settings like Data Seeding, scenario locking, and naming conventions, and helps administrators efficiently prepare updated forecast versions, ensuring accurate and consistent planning cycles.

eddy_summary: Learn how to roll forward a scenario to create an updated forecast cycle in Platform.
eddy_keywords: roll forward scenario, forecast cycle, data seeding, lock scenario, unlock scenario, new forecast scenario, scenario setup, planning cycle
eddy_intent: How-to
eddy_module: Platform
eddy_synonyms:
roll forward = rollover, advance scenario, move to next cycle
forecast cycle = planning cycle, monthly forecast, cycle version
data seeding = copy data, seed scenario, import scenario data
eddy_questions:
- How do I roll forward a scenario to the next forecast cycle?
- When should I lock or unlock a scenario during rollover?
- How do I create a new forecast scenario using data seeding?
- What steps are required to grant access for the new scenario?
- How should I rename completed forecast scenarios?

Users may need to roll forward a scenario at the end of each forecast cycle to maintain an up-to-date working version. For example, if the February forecast cycle is complete, you’ll need to create a new scenario for the next cycle (March Forecast).

To roll forward a scenario, do the following:

  1. Navigate to Maintenance > Administration > Scenario Setup.

  2. On the Scenario List page, select the scenario you want to roll forward.

  3. Click the More (three vertical dots) icon and click Lock.

    Note:

    Rename the completed forecast scenario according to your naming convention, if not already updated.

  4. Create a new Forecast scenario for the current cycle. Use Data Seeding to seed completed scenario (For ex: Jan Forecast).

  5. Grant permissions to the users for the newly created scenario.

  6. Select the created scenario, click the More (three vertical dots) icon, and click Unlock.