Create and manage scenarios

Scenarios let you test “what-if” staffing changes without affecting your real baseline data.

Create a scenario

1. Go to Scenario Planning
2. Click + New Scenario
3. Enter:
   • Name — e.g., “Hiring 2 engineers Q3”
   • Description (optional) — Context for your team
4. Click Create

The scenario is created as a copy of your current baseline (headcount, team structure, capacity).

Edit a scenario

1. Click the scenario to open it
2. Make changes:
   • Add team members
   • Remove team members
   • Adjust time allocation
   • Adjust time off
3. Changes are saved automatically in the scenario only

Your baseline remains unchanged.

View scenario capacity

1. In the scenario, go to Capacity Planning
2. See how utilization changes with your hypothetical staffing

For example, adding 2 engineers may reduce utilization from 95% to 70%.

Compare scenarios

1. Go to Scenario Planning
2. View side-by-side cards for multiple scenarios
3. Compare headcount, capacity, and costs

Delete a scenario

1. Click the scenario
2. Click Delete
3. Confirm

Deleted scenarios cannot be recovered.

Duplicate a scenario

1. Click the scenario menu (•••)
2. Click Duplicate
3. Edit the duplicate for a new scenario

This is useful when testing multiple variations.

Scenario naming conventions

Use clear, descriptive names:

✅ “Offshore expansion”

❌ “Scenario 1”

✅ “Hiring 2 engineers Q3”

✅ “Attrition case (2 departures)”