How to Copy a Scenario

Copying scenarios allows you to quickly create variations of your existing scenarios.


How to Copy a Scenario when the Scenario is listed under "Available Scenarios"

  1. Click on Budgets in the main nav.
    How to Delete a Scenario - 1
  2. Select the Available Scenarios card or from the subnav.
    A2. Copying Scenarios
  3. Click on the gear icon at the far right of the scenario you wish to copy. From the menu that appears, click Copy.
    A3. Copying Scenarios
  4. The scenario that has been copied will now show in your Available Scenarios with the word COPY at the end of its title.
    A4. Copying Scenarios

How to Copy a Scenario when the Scenario is contained within a Budget under "Active Budgets" 

  1. Click on Budgets in the main nav.
    How to Delete a Scenario - 1
  2. Select the Active Budgets card or from the subnav. 
  3. Click on the budget card that contains the scenario you would like to copy.B3. Copying Scenarios
    1. Note: if you click on one of the blue links rather than the card itself, you will be directed to an individual scenario rather than your desired budget.
  4. Click Scenarios in the sub-nav. Select the scenario you would like to copy from the options that appear below in the sub-nav. 
    B4. Copying Scenarios
  5. Click the green Actions button and select Duplicate Scenario from the dropdown menu.
    B5. Copying Scenarios
  6. The new, duplicate scenario will appear underneath the Budget Builder in the Available Scenarios section, where you can start making your edits!
    B6. Copying Scenarios