Editing a scenario involves changing scenario summary information, assigning new tasks related to the scenario, and changing scenario data collection information
Analysis owners and participants can edit only scenarios that are In Progress. Approvers cannot edit scenarios except to add comments when they approve it.
To edit a scenario:
In Scenario Summary, edit the desired information.
See step 2 for information about the fields in this section.
In Comments, click Add Comment to add a note about what was changed.
The comment, the name of the user who added it, and a date/time stamp is saved with the scenario when it is approved and committed to the Integrated Operational Planning database. Participants and approvers can view comments.
Click Add Task to add action items associated with the scenario.
See “Viewing Task Details” in Managing Tasks for information on the task information to enter.
Click Associate Task to associate existing common tasks with the scenario.
The Associate Task button is disabled when there are no common tasks to associate. Common tasks are tasks that have not yet been associated with any scenario.
After you associate common tasks with a scenario, you must save the scenario to persist the association.
You cannot delete a task while editing a scenario. Tasks are deleted in the Tasks section of the navigation panel.
See Deleting Tasks.
For data collection scenarios, in Scenario Data Collection, do one or more of the following:
Click
to preview the data collection workbook for each data provider.Click
to send a data collection workbook to an individual data provider.Click a data provider’s name to send e-mail to the data provider.
Click Select Providers to add or remove data providers from the list.
Click Send All to e-mail a data collection workbook to all data providers selected.
Click Show Summary to display a data provider status summary.
In Key Metrics/Assumptions, review the key metrics and key assumptions assigned to the scenario.
In Scenario Impact, review information about fixed exceptions, introduced exceptions, scenario changes, and cell comments.