Scenarios How-To Guide

Add Scenario Group

1. Go to Process under Drive on the left side panel of the navigation pane.

2. Click on the Plus icon and select Process to add a new process. (To create a folder to group processes, click on Folder.)

3. Enter the required Process Name. Please note that this is a required detail and should be filled in properly.

4. Click on Save to save the creation done or Cancel to disregard it.

5. Go to the Scenario tab and click on the Plus icon to create a new scenario group. The Board Topic details on the right-side panel will be opened for you to fill in the details.

6. Enter the required Topic Name. Please note that this is a required detail and should be filled in properly.

7. Click Save to save the creation or Cancel to disregard it.

A new scenario group is added and displayed on the screen.

Add Scenario

1. Go to the desired scenario group and click on the Plus icon. A text box will appear in the lower right corner for you to input the new item name.

2. Enter the new item name and press Enter on your keyboard.

   A new scenario item will be added to the scenario group and displayed on the screen.

   

3. Select the newly created item to add more scenario details.

4. Provide additional information and attach a reference file if required.

5. Click Save to save the scenario details update done or Cancel to disregard the update.

   

Assign Scenario to Roles

1. Go to the desired scenario group and click on the Assign icon. The role assignment panel will be displayed on the right side.

2. Click on the Plus icon and add a suitable role from the list. The role selector window will open.

3. Select the appropriate role from the list and click Insert Items.

4. Click Save to save the role assignment details or Cancel to disregard the update.

   

Learn more in the Roles article.