To view the impact of Scenarios on your existing budgets in Reports navigate:
Reports > Builder Screen
Select the Template
Set the Budget Version
Add the Scenario/s
Refresh the screen to Preview
You can SAVE this selection to a Report Bundle for future reference.
On the Dashboards screen, in the orange banner you can Select
Organisation
Budget Version
Scenario/s
The Dashboard will automatically refresh
You can add a saved configuration for a Dashboard to a Report Bundle in the Bundle Screen, select the Bundle to add to and then select ADD A DASHBOARD, set the criteria as required and ADD Dashboard.
See the Scenarios: Overview help article for more details.
WARNING ⚠️Once Scenarios are merged to a Budget they will be marked as Archived in the Scenario Manager. Having the Scenario still selected in a report or Dashboard will prevent the report generating and giving an error message advising that:
[Scenario Name] has either been Deleted or Archived. Please review the saved criteria for this report.
Update the Report from a Bundle by clicking CONFIGURE and deselecting the [Scenario Name], or if it is still required, reactivate by navigating to:
Budget Tools > Scenario Manager > [Scenario Name] > Toggle to Green