Filter by scenarios
Scenario tags allow you to easily create and view different scenarios during planning to understand the impacts of a change in top-down allocation to the overall investment plan. When filtering by scenario, you reduce the displayed line items and placeholders in the hierarchy to those that match one (or several) scenarios.
Filter investments by scenario tags
In the
Investments section, click the Filter by Scenarios drop-down menu in the upper right corner.Select or deselect specific Scenario Tags as desired. If you want to filter for one specific scenario, hover its row and click Only at its right end.
Click Apply.
Your investments will be filtered in the investment plan and your totals will adjust based on your selection. Be aware that investments without assigned Scenario Tag will still be displayed.
To reset a filtering by scenario, open the Filter by Scenarios drop-down menu and click Select All. Then all line items and placeholders will be displayed.