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Create and compare plan scenarios in the Scenario Planner

Last update: Tue Feb 20 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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When you are planning your company’s long-term strategy, there is a lot of information that you might not have or think of in the beginning. It takes time and experimentation to arrive at a final strategy that your stakeholders can accept. Conducting a “what if” analysis to create multiple scenarios for your plan can help you accurately predict and evaluate potential circumstances and ultimately develop the best possible plan.

Access requirements

You must have the following:

Adobe Workfront plan*
Business or higher
Adobe Workfront license*
Review or higher
Product

You must purchase an additional license for the Adobe Workfront Scenario Planner to access functionality described in this article.

For information about obtaining the Workfront Scenario Planner, see Access needed to use the Scenario Planner.

Access level configurations*

Edit access or higher to the Scenario Planner

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can change your access level, see Create or modify custom access levels.

Object permissions

Manage permissions to a plan

For information on requesting additional access to a plan, see Request access to a plan in the Scenario Planner.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Create scenarios

A scenario is a copy of a plan. You can create as many scenarios as you need. However, we recommend that you keep the number of scenarios to a minimum so that you can easily compare them.

  1. Click the Main Menu icon , then click Scenarios.

  2. Create a plan.

    For information about creating plans, see Create and edit plans in the Scenario Planner.

    The first plan you create is automatically saved as the “Initial scenario.”

  3. Click the down-pointing arrow next to an existing scenario, then click the Copy icon.

    This creates a new scenario with the same information as the copied scenario. It is automatically named “Scenario 2” if it’s the second scenario of your plan, “Scenario 3” if it’s the third, and so on. You cannot rename your scenarios. There is not a limit to the number of copies you can make.

  4. Update your new scenario in any of the following ways:

  5. Click Save Plan to save your changes.

Compare scenarios

After creating your scenarios, you can compare them to find the best one for your organization.

  1. Go to the plan for which you want to compare scenarios.

  2. Click Compare scenarios. The scenario comparison page displays.

    All existing scenarios for the plan display in a side-by-side card format. The Initial scenario is always listed first and it is static.

  3. (Optional) Scroll to the right to view all scenario cards.

    The following information displays on a scenario card:

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    Name of the scenario An automatically generated name by Workfront and cannot be edited. For example, "Initial scenario", "Scenario 2", and so on.
    Scenario description A manual entry where you can describe specifics about the scenario.
    Available Job Roles The number of job roles available from the plan's budget for the duration of the plan.
    Required Job Roles The number of job roles required, based on your initiatives.
    Budget The total budget defined for the plan in this scenario. For budget information about plans, see Plans overview in the Scenario Planner.
    Costs The costs associated with the initiatives on the scenario. For information about costs, see Initiatives overview in the Scenario Planner.
    Utilization The Budget Utilization percentage for the plan in this scenario. For information about the Budget Utilization percentage, see Plans overview in the Scenario Planner.
    Net Value The Net Value of the plan in this scenario. For information about the Net Value of a plan, see Plans overview in the Scenario Planner.
    Initiatives The number of initiatives for the plan in this scenario.
    Conflicting The number of initiatives that show any type of conflicts in the plan for this scenario. For information about initiatives conflicts, see Resolve initiative conflicts in the Scenario Planner.
    note note
    NOTE
    When information differs between the initial scenario and additional scenarios, an up or down arrow displays next to the value that changed to indicate an increase or decrease in that value, compared to the initial scenario.
    For example, the budget, the number of job roles, the number of initiatives might change from one scenario to another.

  4. Click the name of a scenario to access it and make changes to it.

    For more information, see the Create scenarios section in this article.

  5. Click Add description to add a description for the scenario

    Or

    Click the description field to update it, then click anywhere on the screen to save your changes.

  6. (Optional) Click the More menu to Copy or Delete the scenario.

    When you copy a scenario, it automatically appears on the card page and is renamed according to this pattern: “Scenario <next number in order>.”

  7. (Conditional) If you clicked Delete, click Yes, delete it to confirm.

    Deleted scenarios cannot be recovered.

    For information about deleting scenarios, see Delete plans in the Scenario Planner.

  8. Click Save Plan to save your scenarios and your plan.

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