Skip to content
  • There are no suggestions because the search field is empty.

How To Use Related Scenarios

Related scenarios allow you to operate scenarios independently of each other while maintaining a connection between them.

 

 

Contents:

  1. What are related scenarios?
  2. How to create a relationship between scenarios
  3. How to change the relationship between
  4. How to update between scenarios

 

 

 

1. What are related scenarios?

Related scenarios are two scenarios that have a connection formed when one is copied as a version of the other. They can be sub-sections of a master, where the aim is to delegate to a manager so the manager can perform org design work for their own team without having access to the wider organization. Or they can be a copy of a whole scenario where the aim may be to plan a restructure or plan for a future state. Every time you copy or delegate from one scenario, it automatically makes those scenarios related, but that relationship can be removed if needed.

Functionly_related_scenarios

How to copy and delegate

 

2. How to create a relationship between scenarios

You can find your related scenarios at the bottom of the left-hand menu.

There are two ways to form a relationship between scenarios:

    1. Copy a scenario
    2. Delegate part of a scenario


 

2.a. Copy a scenario

Steps:

  1. Click the dropdown menu next to the scenario name
  2. Select "Copy"
  3. Amend the copy settings if needed
  4. Click "Make a copy"

Fnly_copy_delegate

 

2.b. Delegate part of a scenario

Steps:

  1. Right-click on any position or group
  2. Select "Delegate"
  3. Amend the copy settings if needed
  4. Select make a copy
  5. Input the email address of the person you're delegating to
  6. Change their access level if needed
  7. Select "Share"

Fnly_Delegate

 

 

 

3. How to change the relationship between

By default, the scenario you copy from will be the source, but you can change the relationship at any time.

  1. Open the left-hand menu
  2. Click "Explorer"
  3. Click the arrow next to "Related scenarios"
  4. Click the three dots next to the related scenario
  5. Convert to your chosen option

Fnly_change_relationship

 

💡 What's the difference between a source and destination scenario? 💡

Marking a scenario as a source indicates that you only intend to take changes from it, whereas marking it as a destination means you intend to send changes from your current scenario. A scenario that is a source and a destination can accept changes and send them, essentially allowing you to keep the two scenarios in sync.

 

 

4. How to update between scenarios

If you look at your related scenarios, you may notice "New changes" written next to them which indicates that something has recently changed and you can import those changes if desired.

  1. Open the left-hand menu
  2. Click "Explorer"
  3. Click the arrow next to "Related scenarios"
  4. Click the three dots next to the related scenario or the cycle arrows 🔄
  5. Select import

Fnly_merg_changes