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How to model scenarios in ForeSite

Video

Summary

  1. Scenarios can be used to easily manage items and group them together. Think of a scenario as a pathway to meet the project budget.

  2. To create a scenario, choose the items you want to group together. As you are selecting items, you see a dialog box showing the total cost implications of these items. On the left side of the table, you can save a new scenario or add these items to an existing scenario.

    When you approve a scenario, all its items are approved. And with mutually exclusive items, only one item of the group can be approved, that's why you cannot add mutually exclusive items to one scenario.

  3. To rename a scenario, click on the three dots next to its name, and choose rename.

  4. When you click a scenario, you can see its cost implications on the chart. And you can also see in the table the items that are included in this scenario.

  5. From the three dots next to the scenario's name, you can browse for items to be easily added to this scenario, or use the Quick Add button to add new items to this scenario.

  6. You can click on multiple scenarios at the same time to quickly compare their cost implications; whether on the chart or in the Scenarios tab of the table.

  7. In the table, you can individually approve or reject items within a scenario using the icons next to the item.

  8. To approve the entire scenario, select it, then click approve. This will approve all items part of this scenario. Be careful when you approve items or scenarios that you approve them to a future milestone and not the current one.

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