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Add Plan Years to a Scenario

You must have administrator rights to access this feature.

You must have a Cartegraph OMS advanced feature extension to access this feature.

If a Scenario has already been run, most edits done to the Scenario invalidate the Results of the Scenario. Cartegraph suggests using the Duplicate Scenario action to easily create a duplicate Scenario with Plan Years and Protocols, which can then be edited. This is helpful if comparisons are desired.

Add a Single Plan Year to a Scenario

  1. Click >Scenario Builder.
  2. Select the scenario you want to add plan years to and click View.
  3. On the Scenario Detail tab, go to Plan Years.
  4. Click Add.
  5. Enter the plan year details.
  6. Click Finish.

Add Multiple Plan Years to a Scenario

  1. Click >Scenario Builder.
  2. Select the scenario you want to add protocols to and click View.
  3. On the Scenario Detail tab, go to Protocols.
  4. Click Add.
  5. Select a Protocol to add to the Scenario.
NOTE: Only Protocols with an Asset Type matching the Asset Type of the Scenario will be available.
  1. Click Save.
  2. Repeat adding protocols and click Save until all desired protocols are added.
  3. Click Finish.
After all new Plan Years are saved, some other fields in the Overview Header update: The Years field displays the new number of Plan Years. The Scenario Target field updates to include the Budget value or the Target OCI value of the new year, depending on the Scenario Type.
When a Plan Year is added to a Scenario that already ran, the Status of the Scenario change to: Scenario Edited, Rerun Required.  If the Scenario has a status of Running or Saving, Plan Years cannot be added to, edited, or deleted from the Scenario.
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