Projects Guide

Break down your organization into manageable parts, create scenarios, and collaborate to model changes and their impact.

What is a Project?

• Projects allow you to break down your large organization into smaller, manageable parts for modeling and analysis
• Each project starts with your current organizational structure
• Projects are private by default, but you can invite others to collaborate
• Scenarios now sit within projects, allowing you to model organizational changes and see their impact
• Both projects and scenarios are private by default, and you can invite others as needed

How to Create a Project

1. Create a New Project:

• • Go to the Home screen and click Create New Project
    
    
    
    
  • Give your project a name 
    
    
    
    
  • Define the scope by selecting the departments, managers, levels, markets, and other specific areas you want to focus on for that project
    
    

 2. Adding Members:

• • You can choose to invite team members to collaborate on the project
    
  • Members will inherit the same access controls they have in the organization, but inviting them is optional

3. Your First Scenario:

• • After creating the project, a new project will appear
    
    
    
    
  • Inside this project, you can create your first scenario, which allows you to model changes to your organization
    
    

How to Create and Manage Scenarios within Projects

1. What are Scenarios?

• • Scenarios are used to model organization changes within a Project
  • Scenarios visualize how these changes will impact your organization
  • Private by default, but you can invite others to collaborate

2. Create a Scenario:

• • Inside your project, click Create Scenario
    
    
    
    
  • Give your scenario a name and a budget if applicable
    
    
    
    
  • Once created, the scenario will be added to your project for further modeling and analysis
    
    

3. Switching Between Scenarios:

• • To view all your scenarios, go to the Home page where they will be listed
    
    
    
    
  • You can click on any scenario or project to access its details and scenarios

Key Features of Projects

• Private by Default: Projects and scenarios are private until you invite others.
• Collaborative Work: You can invite team members to collaborate on specific projects or scenarios.
• Scenario Modeling: Projects allow you to model different organizational structures and see how proposed changes will impact the organization.