You can set a default scenario, as well as rename, export, and delete them.
Follow these steps to modify a scenario:
In the Cephai Task Center, select the appropriate budget.
OR
In CINC with universal navigation, go to Cephai and select the appropriate budget.
The Budget Summary displays. Click the Scenarios tab.
To make a scenario the default, click Mark as Default. A green star indicates which scenario is the default. This makes it easier to resume work by automatically opening the version you expect to review or edit most often.
To rename a scenario, click Rename Scenario, enter the new name, and then click Rename Scenario.
To export a scenario, click Export Scenario and select Download as Excel or Download as PDF. This allows you to share proposed budgets with board members, managers, or finance committees for review and discussion before making final decisions.
Notes:
Click the Export Scenarios button to export all the scenarios at the same time. Alternatively, click the Export Scenarios drop-down list to select if you want all the scenarios to be a board-ready summary comparison or a full account breakdown comparison.
Budget exports include a User Notes column, and AI notes only display when there's something meaningful to say.
To delete a scenario from the budget, click Delete Scenario and then click Confirm.