This mixed media article provides an overview of creating and refreshing investment scenarios, and has links to instructions for these activities.
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Key Concepts and Best Practices
It is common to create one portfolio shared among all users of the Planning tab and then use scenarios to model different decisions.
Once a new scenario has been added you can edit its attributes, such as color selection using the action menu to the left of the scenario name in the Scenario dropdown.
Scenarios can also be used before or after publishing to take a snapshot of the ranking of investments.
When sharing a portfolio, it is important for users to establish scenario management guidelines so that users will not accidentally modify or delete the scenarios of another user.