Compare planning scenarios

Step by step

1. Choose the source plan FP&A Director

   FP&A Director selects the budget version and source scenario. Clone budget cells and the frozen driver and formula basis, retaining Lineage. An approved source does not make the new alternative approved.

   • Create the scenario branch
   • Updates Scenarios, Budget versions, Budget lines

2. Change scoped assumptions FP&A Director

   Prepare overrides inside the selected scenario. Validate the expression graph and preserve a manual override beside its computed value when allowed. Keep annual planning assumptions separate from forecast-only adjustments.

   • Retain the alternative basis
   • Updates Driver values, Driver formulas, Assumptions log

3. Compute and compare the result FP&A Director

   Publish what if runs with its inputs and comparison outputs on consistent periods and account mappings. Reject failed calculations without publishing partial values. Review revenue and planning earnings deltas alongside the actual changed assumptions.

   • Preserve the scenario result
   • Updates What if runs, Scenarios

4. Carry the decision into a draft CFO

   If CFO selects an alternative, prepare an explicit draft budget revision or forecast proposal referencing the chosen run. Complete that workflow’s real decisions. A scenario result cannot directly replace the locked plan.

   • Prepare the next reviewed proposal
   • Updates Budget versions, Scenarios, Approvals

Cost-Center Head

FP&A Analyst, FP&A Director, CFO, Admin, System.