Duplicate a Scenario

Scenario planning helps decision makers assess potential outcomes and understand the financial impact of both positive and negative possibilities.

• Example:

  • A conservative plan for an unstable market.

  • An aggressive plan based on growth opportunities.

With PlanGuru, you can easily duplicate an existing scenario — including all imported data and projection logic — to test variations side by side.

1️⃣ Why Duplicate a Scenario?

Duplicating scenarios allows you to:

• Create conservative vs. aggressive versions of your plan.

• Model what-if scenarios without altering your original plan.

• Manage parallel forecasts to prepare for multiple outcomes.

• Build industry templates to reuse across different companies.

2️⃣ How to Duplicate a Scenario

1. Open the Scenario you want to duplicate.

2. Click the Settings icon (top-right).

3. Select Duplicate Scenario.

4. A window will appear prompting you to:

   • Name the new scenario.

   • Choose which Company and Project to save it under.

3️⃣ Where to Save the Duplicate

• Same Company & Project (most common):

  • Create alternate scenarios side by side for comparison.

• Different Company or Project:

  • Useful for creating industry templates.

  • Example: Build a baseline industry model in one company, then duplicate it into another client company.

4️⃣ Switching Between Scenarios

• Use the Scenario Dropdown menu to quickly switch between scenarios.

• This makes it easy to compare different versions in real time.