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Scenarios - Overview

This article defines the two types of ResourceFirst Scenarios and the process for creating and then using them.


Other Scenario articles include: (Coming Soon)

Scenarios - Creating and Managing

Scenarios - Using in Views

Scenarios - Using in Project "What-if" 

Scenarios - Using in Financial "What-if"

Effort Scenarios OverviewEdit section

What is a Scenario?

A scenario is a copy of one or more projects with or without all labor and financial assignments. If you choose not to include all assignments, you can later add assignments to the scenario individually. When planning in the scenario is complete, the scenario can be “posted” back to the current plan.

Demand on scenario assignments can be modified or deleted.

Assignments can be added to scenario projects. Assignments can be deleted from scenarios but that has NO effect on the current plan when the scenario is posted. The only way to remove current plan demand when a scenario is posted is to replace the scenario demand with zero values before posting.

Additional Projects can be added to scenarios.

New projects cannot be created in scenarios; scenarios can only be created from existing projects. To get a new scenario project, create a new “shell” project on the Project Data page and add it to the scenario.

With scenarios you can use all ResourceFirst features/functionality including:

  • Modify project attributes such as KPIs, goals, delivery dates, etc.
  • Add labor and financial (non-labor) assignments
  • Use Utilization, Demand, Rollup, and Scenario pages.
  • And more!

A scenario can be posted back to the official plan:

  • New assignments in the scenario are added to the original projects in the current forecast.
  • Attributes of scenario projects replace values in the original projects.
  • Post (Combine) - replaces original assignment values with scenario values and adds any new assignments that were created in the scenario.
  • Post (Add New) -  creates new assignments on the original projects for all scenario assignments

Two uses of the term “Scenario” in ResourceFirst

  • As a "Sandbox" scenario feature:
    • Ability to make a copy of a project (the copy is referred to as the project's scenario) and use the scenario to model different conditions on labor and on financial aspects without impacting the original project in production.
    • The result is you can view the impacts on business strategies and tactics.
    • Full ResourceFirst features and capabilities are enabled when in this scenario mode without impacting the production data set.
    • Scenario forecasts can be “loaded” to the data set in addition to, or in place of the current forecast, so that you can view either or both (the scenario or current data) at any time.



  • As a "What-if" analysis capability (Refer to the Financial What-If Scenarios and FTE What-If Scenarios (coming soon) articles for more details.
    • You will find this capability in the project and the financial dropdown menus listed as Scenarios.
    • This page provides modeling capabilities with graphical representations that show the impact of potential changes against headcount (FTE) and financial targets.



Navigate to the Scenario capabilities



The Scenario Process

Here are the typical steps used:

  1. Create the scenario from one or more projects. This can be a private scenario, which only you can see, or a public scenario.
  2. Define scenario participants / co-owners 
  3. Load the scenario (press Load in lower right corner)
  4. Now, go to the normal pages you use to manage/update your projects. You will find the scenario rows there to be modified:
  • Project attributes: You can modify project assumptions or attributes on the scenario project
  • Labor forecasts: Modify FTE forecasts as needed on the scenario project
  • Financial forecasts: Modify financial forecasts as needed on the scenario project
  1. Optionally, create multiple versions of the scenario with varying levels of demand
  • Evaluate the scenario(s) against Targets and against other commitments
  • Modify the Scenario Status through the process
  • Post the approved scenario to the current active forecast
  • Dispose of the completed scenario
  1. Manage the scenario over time
  • Update the scenario participants / co-owner
  • Update the Scenario Status through the process
  • Dispose of the completed scenario when appropriate
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