Scenarios in Meisterplan
When a Meisterplan system is set up the data is initially loaded into the Plan of Record (PoR). This may be regarded as the master data for the system and care should be taken that access to update this data is strictly controlled via user access. On the “Rights” tab of the “Edit User Account” dialog box (accessed from the Menu under Manage>Users>Edit User) is a checkbox to manage this:
Leaving this unchecked for the majority of users will allow you to ensure that changes to the PoR can be controlled.
To create a new scenario click on the Scenario dropdown (this displays the name of the current scenario, initially it will be “Plan of Record) near the top left hand side of the screen and select “Manage Scenarios”:
This will open the Scenario Manager screen:
If you click “+ Add Scenario” a new scenario will be generated as a copy of the PoR. You need to give it a name and have the option of specifying which users are able to edit it:
We recommend creating a new scenario each planning cycle (typically monthly but could be weekly or even daily as required) and granting access to the users who need to update it. All planning work is then carried out within the scenario and changes may be applied to the PoR either individually (By right-clicking on the project and selecting “Submit Project to Plan of Record”) or as a whole by selecting the scenario from the menu and clicking “Submit Scenario as Plan of Record”. For either of these cases the user must have Plan of Record Edit Rights as noted above.
This however is not the only use of Scenarios. They may also be used for:
Evaluating Options – use a scenario to model the effects of potential changes in the portfolio. e.g. adding new projects, changing resource availability levels or adjusting priorities. You can also use an existing scenario as your base rather than the PoR. To do this click on a scenario in the Scenario Manager and select Copy Scenario. This enables you to try multiple options before committing them to your current planning scenario or, by creating two or more scenarios, model a number of options to see which give the best result.
Making a backup – we always recommend creating a new scenario from the PoR before either committing a planning scenario as the new PoR or loading data. If anything goes wrong this means that you can restore your data to a known baseline by setting the backup as the PoR.