Scenarios
Use scenarios to come up with different versions of your plan, and experiment with how work is scheduled across these versions. With multiple scenarios in place, it's easier to assess the impact of unplanned risks on the ability of your teams to deliver work on time.
Enabling scenarios
To use scenarios in a plan, you first need to enable scenarios in the plan.
- In your plan, click settings (
) > Configure > Scenarios.
- Click Enable scenarios. The 'Create first scenario' dialog will be displayed, with the scenario having the title of 'Initial scenario' by default.
- If preferred, change the title of the scenario.
- Choose a color for the new scenario. Any changes you make in the scenario will be displayed with flags, and the flags will be in the selected color.
- Click Create.
Once scenarios are enabled in your plan, you can create any additional scenarios, start planning work with multiple scenarios, or delete any scenarios no longer needed at any time. See Using scenarios for more details.
Creating scenarios
As long as scenarios are enabled in a plan, you can create as many scenarios as needed.
- In your plan, click settings () > Configure > Scenarios. The Scenarios page will display the list of scenarios configured in the plan.
- Click + Add scenario. The 'Create new scenario' dialog will be displayed.
- Give the new scenario a title.
- Choose if you want to create the new scenario from:
- a blank scenario, to ensure that any unsaved changes already existing in the plan will not be included in the new scenario.
- a copy of an existing scenario, to base the new scenario on a selected scenario. The new scenario will inherit any unsaved changes from the existing scenario.
- Choose a color for the new scenario. Any changes you make in the scenario will be displayed with flags, and the flags will be in the selected color.
- Click Create.
When scenarios are already enabled in your plan, you can directly create scenarios from the roadmap view. Click the scenario menu > Create scenario.
Managing scenarios
With scenarios already enabled in your plan, you can manage scenarios directly from the roadmap view or from the plan configuration page.
- In the roadmap view, click the scenario menu > Manage scenarios. The Scenarios page will be displayed.
Do any of the following as needed:
Update the name of a scenario Click the name of the scenario, then enter a new name for it. Change the color of a scenario Click the assigned color of the scenario > choose another color.
Delete a scenario Click the delete icon for any scenario that you no longer need in your plan.
Alternatively, you can access the Scenarios page by clicking settings () > Configure > Scenarios.
Disabling scenarios
If you choose to disable scenarios in your plan, note that you'll be able to keep the changes of only one scenario in your plan. Any unsaved changes in all other scenarios will be lost.
To disable scenarios:
- In your plan, click settings () > Configure > Scenarios.
- Click Disable. The 'Disable scenarios' dialog will be displayed.
- From the scenario drop-down, select the scenario that has the changes that you want to save in your plan.
- Click Disable.