Compare scenarios

Review multiple scenarios to decide which staffing plan is best.

View your scenarios

1. Go to Scenario Planning

All scenarios appear as a list, showing:

• Scenario name
• Status (Draft, Submitted, Finance Approved, CFO Approved, Official)
• Description
• Project name and year
• Submitted by (name and date)

Each scenario also shows a status badge indicating where it is in the approval workflow.

View scenario details

1. Click View on a scenario

The scenario detail view opens, showing:

• Budget Tracker — Team structure, headcount, costs, and time allocations
• Budget breakdown — By team, area, discipline, and user
• Discipline submissions — Individual discipline budget submissions (for finance reviewers)
• Status information — Current approval stage and next steps

Compare scenarios manually

Since there’s no built-in side-by-side comparison view, compare scenarios by:

Method 1: Open in multiple browser tabs

1. Right-click View on Scenario 1 → Open in new tab
2. Go back and right-click View on Scenario 2 → Open in new tab
3. Switch between tabs to compare budgets and headcount

Method 2: Screenshot and document

1. View Scenario 1 and note key numbers:
   • Total headcount
   • Key budget amounts (by team/discipline)
   • Costs by quarter
2. View Scenario 2 and take screenshots
3. Create a comparison document (spreadsheet or document) with key metrics

Method 3: Create a summary spreadsheet

Build your own comparison outside the app:

Metric	Baseline	Hiring (2 eng)	Attrition (2 lost)
Headcount	15	17	13
Q2 Budget	$420k	$450k	$380k
Q3 Budget	$420k	$455k	$380k
Q4 Budget	$420k	$480k	$380k
Annual Cost	$1.68M	$1.845M	$1.52M

Analyze what matters

When comparing scenarios, consider:

• Cost difference — What’s the financial impact of each option?
• Headcount timeline — When do hiring or attrition changes take effect?
• Quarterly variance — Do costs and headcount shift by quarter?
• Approval status — Which scenarios are still in draft vs. approved?
• Risk profile — Which scenario is most conservative?

Discuss with stakeholders

Once you’ve reviewed multiple scenarios:

1. Share key numbers with your team or leadership
2. Explain the tradeoffs (cost vs. capacity, speed vs. risk)
3. Get feedback on which direction to pursue

Make a decision

Once stakeholders approve a scenario:

1. See Commit scenarios to baseline to make it official

Note on scenario approval

Scenarios follow an approval workflow:

1. Draft — Created and being edited
2. Submitted — Awaiting Finance review
3. Finance Approved — Finance approved, awaiting CFO approval
4. CFO Approved — CFO approved, can be locked as Official
5. Official — Locked as the company’s baseline budget

Only official scenarios become the baseline for capacity planning and budgeting.