Creating Scenarios
How to create new scenarios
How to Create a Scenario
From the homepage, click + or Create Scenario. Also accessible via the top-right button in Main Org.
Step 1: Choose a Scenario Type
Partial Org (recommended) - Scoped to a specific manager's org or a filtered subset. Faster performance, easier to navigate. Best for department reorgs, focused planning, and most day-to-day use.
Select by Manager - Pick a manager; their full reporting hierarchy is included
Filter Selection - Apply Department/Location filters and preview included positions before confirming
Tip: Enable "Manager Filtering" to include the reporting chain above your selection for added context
Full Org - Your entire accessible org chart. Use for company-wide reorgs and cross-functional planning. Note: performance may be slower with large orgs (5,000+ employees).
New Org (blank) - An empty canvas to build from scratch. Use for new department creation, greenfield design, or zero-based planning.
Step 2: Name It
Use the pattern: [Area] [Purpose] [Time Period]
(Best Practice) ✅ "Engineering Q2 2026 Reorg" · "Commercial NA Budget Cut 10%" · "Product Team Q3 Growth - Option A"
(Not recommended) ❌ "New Scenario" · "Test" · "Draft" · "Scenario 1"
Step 3: Optional Settings
Budget - Set a cost target (e.g., -$2M). The OpEx Panel tracks green/yellow/red progress as you work.
Effective Date - Target implementation date. Used by Forecast to show when changes take effect.
Description - Document the purpose, problem being solved, key constraints, and expected outcomes.
After Creating
You'll land directly in the scenario org chart. Before you start, verify:
Scenario name appears in the top-left corner (not Main Org)
The correct positions and scope are included
The summary bar shows the expected headcount and cost
Ready to start? Making Position Changes
Troubleshooting
Scenario creation is taking too long
Switch to Partial Org instead of Full Org
Missing positions
Confirm the missing positions are present in the Main Org. Widen the filter or select a higher-level manager as the scope
Unwanted positions included
Narrow the filter or select a more specific manager
Created the wrong type
Delete and recreate - type can't be changed after creation
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