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Create Protocols and Triggers in Scenario Builder

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Create the Protocol

  1. Click 2018-04-17_0919.png>Library Manager.
  2. Navigate to the Protocols library.
  3. Click Create.
  4. Enter the Protocol name.
  5. Select an Asset Type.

Create a filter that defines the type of Assets to apply this protocol.

  1. Click Finish.

Create the Trigger

  1. Click View on the Protocol.
  2. In the Triggers section, click Add.
  3. Select an Activity.
  4. Enter the cost of the activity.
  5. Select the Budget Category for the activity.
  6. Set the following fields:
  • Estimated OCI From
  • Estimated OCI Through
  • Filter Text
  • Plan Years to Skip Before Eligible Again
  1. Click Save.