Description of Fields on the Scenario List Page

Options available on ribbon:

• Add/Edit Scenarios - Scenarios are protected from being updated through Scenario Edit while any user is in Input Mode in a template for that scenario. A lock is put on the scenario until the user saves and exits the template to ensure data integrity. A typical edit might be changing the projection start date in a Forecast Scenario. If there is an open template while this change is being made in the scenario, the template data structure and the scenario data structure may be out of sync; meaning that closed and open periods wouldn't match. Saving the template could cause unknown results in the scenario. If you try to edit a scenario while a template is open in Input Mode, you will get an error message saying "Scenario Setup cannot be updated as the scenario or related artifact is in use. Please try again later". This applies to Offline Planning as well. A lock is placed on a scenario if Offline Planning is used to check out a template. The lock won't unlock until either the user checks the template back in or an admin selects Undo Check Out for the template in the Planning Control Panel.

• Copy - Scenarios are copied in the cloud, which means you can continue working while the processing takes place. Once complete, a notification appears in the application and an email is sent.

• Process - As we have added auto synchronization of tasks based on foundational adjustments, you do not need to manually synchronize the information for an existing scenario from the Scenario List page. After you click Save, the application automatically synchronizes the scenarios that have been modified. Ensure that you refresh the Task Manager page to view the updated information. As a safety net, the manual synchronization option is still be available.

Options available under three vertical dots:

• Forward - New scenarios have a status of Scenario being created. These scenarios are not available to budget end-users via the Planning Control Panel for input until forwarded. Forward scenarios to make them available for template mapping or data loads. Actual and Default scenarios do not need to be forwarded.

• Lock/Unlock - Lock a scenario to prevent data modifications. Administrators typically lock scenarios to prevent budget users from editing them. When templates are mapped to a locked scenario, they cannot be deleted. The Delete button is removed for locked scenarios to ensure data integrity.

• Global Data Input - Input data for budget entities into the template. Global fields are budget assumptions used for budget calculations. Global field values are maintained by scenario. The Global Data Input page allows you to input global field values for each budget entity in the yellow shaded cells. The global values will be pulled automatically by system-defined formulas within the budget templates based on the budget entity and scenarios against which the template is opened. This step is optional and may not be required for all the scenarios. Global Field Data Input can be performed at any stage of the budgeting process.

The list of Global Fields available is populated from the Global Fields added on the Global Field page accessed by navigating to Maintenance, Templates, Global Fields.

• Refresh Closed Period Data - For Forecast scenarios, synchronize Actuals data with closed periods data.

• Refresh Preloaded Data - Synchronize budget data with a Preloaded Budget scenario.

• Unprocess/Process WFP Employees - For processed employees, this action returns all processed employees to a state of "unprocessed" in the Workforce Planning template for the selected scenario.

• Reset All - Reset a scenario and all its associated templates and entities to an In Progress state.

• Maintenance - Maintenance allows Admin users to control when Maintenance is performed on a Scenario and/or Template. Template and/or Scenario Maintenance includes any type of modification to the setup. For example, an Admin might want to enable compare scenarios, add additional compare scenarios, or change the scenario due date for a scenario. For templates, an Admin user might want to change the look of the template by adding borders or change the number of decimals displayed. For detailed information, see the Performing Scenario/Template Maintenance topic below.

• User Access - Manage user access for each scenario. Alternatively, from the User Management page, select a user and select Scenario Access.

• Documents - Attach the following types of documents: Text, Word, PDF, Excel, Power Point, Images. Documents might include:

  • Instructions

  • Assumptions in the currency budget cycle

  • Summary of targets