Scenario Templates

Scenario templates are best used if there are standard elements that apply to all or a majority of your planned/potential projects such as design, construction, permit costs, and furniture, fixtures and equipment (FF&E). Using scenario templates is also a great way to establish a standard, initial budget for every project or certain types of projects i.e. vertical vs. horizontal construction or water/sewage vs. parks & recreation.

The procedure below describes creating the scenario template, adding categories, category assumptions as well as activating the template. Scenario templates can be activated at any time. Before activation, templates are in draft mode and not available for use or public viewing. Once activated, planners can see and use templates when creating scenarios.

To create scenario templates

  1. Go to the planning settings.

    2. For more information, see Access Planning Settings.

  2. Click Scenario Templates.

    3. The Scenario Templates page displays.

  3. Click Add.

    4. The Add Scenario Template dialog displays.

  4. Enter the name of the template in the Name field.
  5. Click the Category icon to add categories to the template.

    6. The category dialog displays.

  6. Click Save.
  7. Repeat steps 5-6 for all the categories you want to add.
  8. Click the line beneath the category to add category assumptions.
  9. Enter the estimated cost for the item in the Estimate column.
  10. Click the Activate icon.

    11. You are prompted for confirmation.

  11. Click OK.