Managing Scenarios (ValueMax Legacy)

ValueMax Scenarios allow you to manage multiple instances of the Exit Plan within a single client account, useful when

Click the File drop down to access the Scenario Menu
  1. New Scenario allows you to create a new shareholder scenario
  2. Rename Scenario/ Edit Author allows you to retitle the select scenario and author
  3. Save As allows you to save a new version of the scenario under another name
  4. Delete Scenario will delete your selected scenario
  5. To create a new scenario, click the New Scenario option in the drop-down menu
    From the pop up enter:
    1. Your shareholders name in the Scenario Name field
    2. Include a description if necessary
    3. If you’ve added users to the system you may restrict which users are privy to each other’s responses by ticking them on or off in the who can access drop down
    4. Click submit to complete the entry