Analysis > Scenarios

A scenario is a combination of shared Setup, Organization, Company, and Order data put together with a group of compensation plans. You can calculate a scenario based on a set of “what if” results that you can capture in a snapshot for later use.

Screen

Scenarios Screen

All Fields

The following table describes the information you can specify when managing scenarios:

Field	Description
Scenario Name	The name of the scenario.
Description	A description of the scenario.
Requested By	The person who requested the scenario.
Period	The period of the scenario.
Created Date	The date when the scenario was created.
Created By	The person who created the scenario.

How to…

This section describes the tasks you can perform when managing scenarios.

Create a Scenario

1. Click the Analysis tab, then click Scenarios in the secondary menu. The Scenarios screen appears.
2. Click the New button.
3. Enter a name for the scenario.
4. Choose a period from the drop-down menu.
   The validation process fails if you do not choose a period for the scenario.
5. (Optional) Enter a description.
6. (Optional) Enter the date the scenario was created.
7. (Optional) Enter who requested the scenario.
8. (Optional) Enter who created the scenario.
9. Click the Save button.

Assign Scenarios to Plans

After you have created a scenario, you can assign it to a plan.

1. Click the Plan Design tab, then click Plans. The Plans screen appears.
2. On the Plans screen, you can create a new plan, or select an existing plan from the list at the top the upper part of the screen.
3. To create a new plan, click the New button, and fill in the fields in the lower part of the screen.a. Enter a name for the plan.
   b. Select a plan period from the drop-down list.
   c. (Optional) Enter a description.
4. Select any rules to include in the plan.a. Select any credits, commissions, or bonuses the person should receive by clicking the Select button.
   b. Assign a credit, commission, or bonus by moving credits from the Available area to the Assigned area in the pop-up window.
   c. Click OK.
5. Select any positions and titles to assign to the plan.a. Select positions and/or titles to assign to the plan by clicking the Select button.
   b. Assign a position or title by moving positions from the Available area to the Assigned area in the pop-up window.
   c. Click OK.
6. Click the Save button.