Basic Actions

Renaming, duplicating, archiving, and deleting scenarios

As you create more scenarios, keeping them organized becomes essential. This section covers tools for managing your growing library of workforce planning scenarios. For creating scenarios, see Creating Scenarios.

Rename a Scenario

From the homepage: Click on the "Edit" icon > enter new name > Save

From inside a scenario: Click the scenario name in the top-left, type the new name, and press Enter.

Tip: Include purpose, timeframe, and version — e.g., "Engineering Q2 2026 Expansion - Option A"

Duplicate a Scenario

Use duplication to test alternatives while keeping the original intact.

1. Click on "Duplicate" icon

2. A copy is created with "[Original Name] Copy"

3. Rename the duplicate to reflect its purpose

The duplicate includes all positions, changes, and effective dates. It does not include shared access or approval status — it starts as a new draft.

Delete a Scenario

1. Click ⋮ on the scenario

2. Select Delete

3. Confirm deletion

Deletion is permanent and cannot be undone. Use it only for test scenarios or duplicates you no longer need.

Switching Between Scenarios

From inside a scenario, click the scenario name dropdown in the top-left to see all accessible scenarios and switch between them. Your current scenario autosaves.

💡 Protip - Backup Before Major Operations - Duplicate your scenario before: a scenario refresh, merging, large bulk operations, or wide sharing. In the scenario actions menu (⋮) > Duplicate Scenario. Name the backup with a date (e.g., "Plan - BACKUP 2026-02-18").