Create a New Scenario

Filtering in Scenario or Active Scenario views works just as it does in Opportunity view, which is described in the “Notes on Filtering” section.

To create a new scenario:

  1. Click the Create Scenario button.

    2. Click image to expand or minimize.

  2. Enter a name for your new scenario in the Name field and click OK.

    3. Click image to expand or minimize.

  3. The new scenario will be added to the list of scenarios near the bottom of the window. Click on the scenario's name to activate it.

    4. Click image to expand or minimize.

  4. A link to The Active Scenario Page Overview will appear in the Navigation pane.