Scenario Planning is an interactive feature where users can plan grant ideas and see the budgetary impact based on projected payment amounts in real-time.
This feature is included with GivingData Pro and Enterprise subscriptions.
Sorting Columns in Scenario Planning
Users can sort the data in Scenario Planning by selecting the arrows beside a column. Data can be sorted by the Organization Name, Request Title, Recommended Amount, Primary Staff Member, Request Status, Year, and any of the fields added to the Additional Fields column.
Please note that changing the column sorting of the Planning disposition will not change the sorting for the Pending and Approved dispositions. Any changes made to the disposition's sorting order will only apply to the individual user, and will not impact other dashboard users.
Excluding Requests in Scenario Planning
Users have the option to temporarily hide or exclude requests from the dashboard. This can be done by selecting Exclude from Scenario planning within the modal. when a request is excluded the payment amounts do not contribute towards the overall payments total or the remaining budget balance. users can also exclude a request from the scenario planning dashboard by selecting the light bulb icon beside the request. notice the numbers adjust within the summary. to unhide, select the icon once more within each disposition section