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Activating a planning cycle scenario

When you've developed your plan and created your scenarios, you can activate a published scenario. Activating a scenario creates a new manage version of the plan that is a one-to-one copy of the published scenario. Once you activate the scenario, you can continue to create scenarios in the plan version but you won't be able to view them in the manage version.

The features available are targeted specifically towards managing your plan during the course of your planning cycle. The changes you make in the manage version don't impact your plan version. This lets you adjust quotas, reassign sellers, and otherwise adapt and change your plan, all while keeping your original plan version preserved for reference.

Warning

Only published scenarios can be activated.

Important

Activating a plan can't be undone. Before you activate, make sure you have received sign off from all relevant stakeholders.

  1. On the Planning cycles home page, click the planning cycle you want to activate.

  2. On the top of the planning cycle page, click on the drop down beside the current scenario name.

  3. Click Activate scenario.

  4. On the confirmation dialog, click Next.

  5. Click Activate.

    We create the manage version of your planning cycle. This may take a few minutes. Don't make any changes to your planning cycle until this process completes. When it's done, you will see Plan and Manage toggles on the Admin panel. Use these to switch between your plan and manage versions.

  6. Click the Manage toggle to view the manage version of your planning cycle.