Creating and Managing Projection Scenarios

We’ll cover how to:

• Create and manage Projection scenarios

Applicable Roles:

• Any role given access to this functionality

Before you get started:

• Person Title and Salary information is not retrievable from the Personnel feature within Fund Manager. All of the data in Projections must be entered manually.

The Projections feature is a workspace area to prepare & analyze hypothetical scenarios for Compensation and Non-Compensation Projections.

Steps to Create a New Projections Scenario

1. From the Projections tab, click the + New Scenario button.

2. Complete the fields for the new scenario. Three different filter capabilities are available within the scenario to retrieve your data.

1. 1. New Scenario Name: This is a required field and can contain any scenario name.
   2. Description: Additional details describing the use of the scenario.
   3. Filter Criteria - Principal Investigator(s): Optionally select as many PI names from the down-down as desired. By selecting only one PI, their full financial portfolio will be displayed allowing for ultimate budget management decision making.
   4. Filter Criteria - Fund(s): Optionally select as many Funds from the down-down as desired.
   5. Filter Criteria - Org Level(s): Optionally select as many Org Levels from the down-down as desired. 
   6. Save Button: Click to Save and store the scenario.

3. View the current balances for all the funds retrieved within the new scenario.

4. To delete a Projections Scenario, click the Actions drop-down and then Delete.

1. 1. Edit and delete within the Compensation Expenses grid
   2. Do multiple projections within scenario by clicking New Scenario. If you have more than one Projection, you can sort and filter, and drag and drop columns within the grid