Rename a Budget Planning Scenario

To rename a budget planning scenario:

  1. In the object selector, select Portfolio, and then select View Portfolios List.
  2. Select a portfolio name.
  3. From the Main Menu, select Cost and Funds, and then select Budget Planning.
  4. On the Budget Planning page, select a scenario from the Scenario menu.
  5. From the Actions menu, select Scenario Options, and then select Rename.
  6. Enter the new scenario name, and select Save.

You can also rename a budget planning scenario from Manage Scenarios:

  1. From the Actions menu, select Manage Scenarios....
  2. In the Manage Scenarios dialog box, double-click near the scenario name. Clicking the scenario name opens the scenario on the Budget Planning page.
  3. Enter the new scenario name, and select Save.


Last Published Monday, July 14, 2025