Scenarios

Introduction

To find the optimal scenario or a version of a plan, you have to consider multiple factors, such as risks and delays, as well as pay close attention to the availability and workload of the resources.

With the Scenarios feature, you can try out different variants of a plan, compare the results, and find the best one.

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Synchronization

When you create a scenario, changes to the tasks are synchronized with monday after merging. All changes made to tasks are stored in the scenario history. You can also undo changes.

Undo

In scenario mode a special Undo button is available. This button can be used multiple times to reverse any change done in the scenario mode. If you have two tabs open (in one tab, the Gantt module is in the live mode and, in another one, in the scenario mode), the undo option is NOT available.

To reverse the action:

1. Click on the Undo button.

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Plan work with scenarios

You can create two scenarios per box:

• One public scenario + one private scenario

• Two private scenarios

Create new scenarios

To create a new scenario:

1. Click on the Live button in the top-left section of the screen in the module header.

2. Expand the drop-down and click the Create new scenario button.

3. Name a scenario and color code it (you can change it later).

4. Use the Private toggle switch to define the visibility.

5. Click Create to start working in the scenario mode.

Disabled options

When scenario mode is activated, some actions are disabled in a right-click menu, and a tooltip appears as below:

Switch between scenarios

To switch from one scenario to another:

1. Click on the Scenario drop-down.

2. Select the scenario.

Scenario history

The scenario history lets you track changes to tasks. To open the scenario history, click Review changes in the top-right corner of the scenario box.

For each change, the following information is displayed in the history dialog:

• Order of changes

• Key and summary — issue key and summary of the changed task

• Reason:

  • Period resize or move — at least one of the fields mapped as start and end dates were changed

  • Period mode — the period mode was changed

• Result type — target mode or period

• Live — the actual (live) period mode or period

• Scenario — period mode and period change

The following changes are supported by the scenario mode in the Gantt and Resources modules:

• Start date (updates made in task details or drag-and-drop action on the timeline + resizing)

• End date (updates made in task details or drag and drop on the timeline + resizing)

The following changes are supported by the scenario mode only in the Resources module:

• Period mode (updates made in task details)

• Assignee (drag and drop action between swimlanes)

• Original Estimate, Remaining Estimate, Story Points (updates made in task details)

• Contouring mode, Workload contour (updates made in task details)

• Summary (updates made in task details)