Managing Scenarios

Posted06/16/2022

Updated09/08/2025

Overview

The scenario dialog provides access to all public scenarios and to all private scenarios the user has created or to which the user has been given edit access by the owner.

Users can load, show/hide, share, edit and delete the scenarios they own using features on this dialog.

Users of scenarios are limited by their system rights; they can see and modify only what they have appropriate rights to. A user with read and edit rights to one lower level resource OBS node will be able to see that node only even if the scenario contains assignments from many or all resource nodes.

Scenario Management Dialog

All the settings from this dialog/pane remain in effect across sessions.

For example, if a scenario was marked Loaded but not Show at logout, after the next login the scenario will be loaded but not visible until the user checks the Shown checkbox.

At the next login the user sees the same environment as was active at the previous logout.

[Note the Apply button at the bottom right of the dialog.]

Note: Unlike most pages, this dialog does not have selection checkboxes at the far left. A scenario row is selected by left mouse click anywhere on the row.

Load Checkbox

Check and Apply loads the selected scenario AND checks the Show checkbox to display the scenario. The scenario will be loaded on every reload and login.

Uncheck and Apply unloads the scenario AND unchecks the Show checkbox. The scenario will not be loaded on data reload nor subsequent login.

Show / Hide Checkbox

Check and Apply to make the scenario visible. Scenario values ARE included in all analysis and rollup calculations.
Uncheck and Apply to hide the scenario. Scenario values are NOT included in analysis and rollup calculations.

[Show does not require a database load.]

Public / Private Checkbox

Uncheck to make the scenario public. All users can see and modify all or portions of the scenario depending on their rights.
Check to make the scenario Private. Only the owner and any share users can see the scenario.

This attribute can be set in the Edit Scenario dialog as well.

Click the Share menu to activate the Share dialog if the scenario is Private and you want other users to see or modify the scenario. (See Share Scenarios below under How To for details.)

Share can also be used to give co-owner rights to a user for a public scenario. Share is not required for users to see or modify parts of a public scenario to which the user has rights.

How To

Delete

Owners and co-owners can delete scenarios. Administrators cannot delete scenarios unless less they are a co-owner.

Note: Deleting all the projects in a scenario (on the Project Data page) does NOT delete the scenario. You can add projects to a scenario that has no projects. The scenario is an object with a name and other attributes separate from the projects it contains.

Step 1: Select any of the following fields in the scenario row: Name, Status, Version, By, Modified Time.

Step2: Click the trash can icon.

Step 3: Click the Yes button on the “Are you sure . . .” dialog.

Edit Scenario Attributes

Hover the cursor over the empty column/cell at the far right to expose the action icons for a scenario.
Click the ‘page with pencil’ icon to edit the scenario.

The dialog is identical to the Create Scenario dialog except the Include Children and Include Assignments checkboxes are missing.

Sharing Scenarios

You can share a private scenario with selected colleagues. The list of people to share with can be filtered on members of your partition.

Step 1: Activate the Scenario dialog.

Step 2: In the Scenario dialog, select a cell in the row of the scenario you would like to share.

Note: The checkboxes at the left of the dialog are NOT selection checkboxes. To select a scenario for delete, edit, or share, you must select anywhere in its row except in the checkboxes.