Scenario Setup (Video)

In Personnel Budgeting > Scenario Setup, Admin users manage the various scenarios within their organization. All scenarios use the same employees, pay types, position types, and coverages. Scenarios may have unique positions, pay items, and allocations, however.

Creating a New Scenario

A new scenario will have no positions associated.

1. Go to Personnel Budgeting> Scenario Setup > Scenario Management.
2. Ensure the correct Year is selected.
3. Click Create Scenario.
4. Give the scenario a Name.
5. Choose the Method. Select Empty to create a new, empty scenario.
6. Add Comments for the scenario if desired.
7. Click Save.
   
   

Copying an Existing Scenario

Scenarios can be copied from any year. A copied scenario will contain the same positions. For more details on starting a new year in Personnel, click here.

1. Go to Personnel Budgeting> Scenario Setup > Scenario Management.
2. Ensure the correct Year is selected.
3. Click Create Scenario.
4. Give the scenario a Name.
5. Choose the Method. Select Copy Scenario to copy an existing scenario from any year. Select the Year and Source Scenario from the dropdowns. Check to Include Monthly Details if you want to carry forward mid-year adjustments to pay item rates.
6. Add Comments for the scenario if desired.
7. Click Save.
   
   

Setting a Scenario as the Default, & Lock or Delete Scenarios

1. Go to Personnel Budgeting > Scenario Setup > Scenario Management.
2. Click the box on the scenario line to the left to show the action menu. 
   • Click Set as Default to make this the default scenario, viewable by non-admins with Personnel Budgeting permissions.
   • Click Lock to lock the scenario and prevent changes by any user.
   • Click Delete to permanently delete the scenario from Martus. Note you cannot delete a scenario set as the default.
3. Click Okay. 

Edit a Scenario Name or Comments

1. Click the pencil to Edit the appropriate scenario.
2. Edit the Name and or Comments.
3. Click Save.
   
   

Managing Scenario Imports

There are two files that can be utilized within Personnel. The Pay Data File export/import allows for exporting, updating and re-importing large amounts of data, specifically employees and positions. The Pay Item Grid allows for updates to pay times based on existing positions.

Use the links below to navigate through the learning path.

Personnel Budgeting Introduction << Building a Scenario - Learning Path >> Annual Setup