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Set up scenario

Index

  1. Overview
  2. Purpose
  3. Key elements
  4. Creating a scenario
  5. Working within a scenario
  6. Adjusting funding
  7. Adjusting staffing
  8. Adjusting other income and expenditure
  9. Working with parameters
  10. Viewing reports
  11. Configuring reports
  12. Other features
  13. Requirements
  14. Errors
  15. FAQ
  16. Glossary
  17. Metadata

1. Overview

The Set up scenario view is where you create and manage scenarios. A scenario is a separate working environment where you can make changes to the budget without affecting the existing situation.

You use this screen to:

  • create new scenarios
  • assign authorisation
  • set up reports for comparison

From this view you continue working within the scenario you have created, making adjustments to funding, staffing, and parameters.

2. Purpose

The purpose of this view is to model alternative situations in a controlled way and compare them against the existing budget. This allows you to make well-informed decisions before any changes are made permanent.

3. Key elements

Tab: Scenarios

This tab shows an overview of all scenarios you have access to.

Key features:

  • Add a scenario
  • Rename a scenario
  • Activate or deactivate a scenario
  • Select establishments
  • Delete a scenario (if permitted)


Shows a list of scenarios including name, status (active/inactive), and action buttons (edit/delete).

Tab: Authorisation

This is where you set which users have access to each scenario and what they are allowed to do.

Authorisation types:

  • Budget (changes to funding and staffing)
  • Parameters (adjusting underlying assumptions)


Shows a table of users with tick boxes for budget and parameters authorisation.

Tab: Report settings

This is where you configure how scenarios are compared in reports.

Options include:

  • Display multiple scenarios side by side
  • Show differences relative to the baseline (original budget)
  • Set a default report


Shows the configuration view with multiple columns in which scenarios are selected and the option to set a default report.

4. Creating a scenario

  1. Go to Set up scenario
  2. Click Add scenario
  3. Enter a name
  4. Select the relevant establishments
  5. Set authorisations
  6. Save the scenario


Shows input fields for name and authorisatoin.

5. Working within a scenario

Once a scenario has been created, you can make changes to:

  • Funding
  • Staffing
  • Other income and expenditure
  • Parameters

These four elements together determine the outcome of the scenario.

6. Adjusting funding

Within a scenario you can adjust funding figures, for example:

  • Updating pupil numbers
  • Changing the distribution across establishments


Shows a table of pupil numbers per period and establishment.

7. Adjusting staffing

Within a scenario you can adjust staffing in the same way as in the regular staff adjustments view, but specifically for the scenario.

What can you adjust?

1. Modify existing contracts

  • Adjust Hours/Weeks per month
  • Change staff role
  • Adjust scale and spine point
  • Change establishment
  • Change cost centre


Shows a table of staff members with FTE per month and columns for staff role, scale, spine point, establishment, hours and weeks.

2. Add new contracts

You can add new contracts for existing staff members, new employees, or vacancies.

Examples:

  • Adding a new teacher
  • Entering a temporary cover arrangement
  • Expanding staffing capacity


Shows the input view for a staff member or vacancy, with fields for staff role, scale, spine point, establishment, hours and weeks.

3. End a contract

To end a contract, clear the FTE value using the backspace or delete key.


Shows a cleared FTE value for an existing staff member.

4. Adjust FTE over time

You can change the FTE for each individual month.

Examples:

  • Gradual growth
  • Temporary deployment
  • Seasonal variation


Shows monthly columns with FTE values.

5. Delete or restore a contract

  • Delete using the bin icon
  • Restore using the circular arrow icon

Visual indicators

  • Modified values are highlighted
  • Original values remain visible via a tooltip (information that appears when you hover over a cell with your cursor)
  • Deleted rows remain visually identifiable

Good to know

  • Changes only apply within the scenario
  • The original budget remains unchanged
  • You can always revert to the original values

8. Adjusting other income and expenditure

In addition to funding and staffing, you can also adjust other income and expenditure within a scenario. This allows you to make financial changes that are not directly linked to staffing or funding.

What can you adjust?

1. Modify amounts

You can adjust amounts by:

  • General ledger account
  • Period (month or year)
  • Establishment


Shows a table with general ledger accounts in the rows and amounts per year in the columns.

2. Add or change income and expenditure items

You can add or adjust amounts to model future or anticipated situations.

Examples:

  • Additional grant income
  • A new line of expenditure
  • Temporary funding


Shows modified values.

3. Restore values to the base budget

  • Clearing a value restores the original figure from the budget
  • This makes it straightforward to undo any changes


Shows a reverted change.

Visual indicators

  • Modified values are highlighted in orange
  • Values populated by a calculated module in Anago are highlighted in yellow
  • Original values remain visible
  • Differences from the budget can be reviewed in the analysis views

Good to know

  • Changes only apply within the scenario
  • The existing budget remains unchanged
  • These adjustments are included when the scenario is calculated
  • Changes made to yellow-highlighted cells will be overwritten when the scenario is implemented, as the relevant module in Anago recalculates those values

9. Working with parameters

You can adjust parameters that influence calculations, such as:

  • Salary developments
  • Funding amounts

These can be adjusted per scenario or centrally for all scenarios. Within a scenario, you adjust the parameters for that specific scenario only.


Shows a table of parameters per year.

How do you adjust parameters?

1. Adjust a parameter via 'Change'

  • Find the parameter you want to change
  • Enter a new value in the Change column
  • This overrides the existing value for that year or month


Shows a cell in which an amount is entered manually.

2. Adjust a parameter via 'Inflation'

  • Enter a percentage in the Inflation field
  • The value is automatically calculated forward into subsequent years

This is particularly useful for multi-year adjustments, as the calculation uses compound growth, meaning each new period is based on the previously increased value. This means you do not need to recalculate each year manually, and the trend more closely reflects realistic price or salary increases.


Shows percentage fields per year.

3. Check the scenario value

  • The Scenario column shows the calculated result
  • This value is based on:
    • Budget (Baseline)
    • Change
    • Inflation %

4. Save your changes

  • Save the view to retain your changes
  • The updated parameters are included when the scenario is calculated

Additional options

Filter on changes

You can filter to show only parameters that have been changed, giving you a quick overview of what has been adjusted.


Shows a filtered view displaying only changes.

Working with months (salary costs)

For salary costs, you work per month rather than per year, which provides more granular detail in the calculation. You can use the Month filter to select a specific month and reduce the amount of data shown on screen.


Shows the Salary costs tab filtered by a specific month.

Good to know

  • Without the relevant permission, you can only view parameters, not edit them
  • Changes only apply within the scenario
  • The baseline (budget) settings remain unchanged

10. Viewing reports

Using the Report button within a scenario, you can review the effect your changes have on:

  • Funding
  • Salary costs
  • The multi-year budget

You can select the report you want to explore. For example, you can compare a scenario against the budget (baseline) or against another scenario. See the next section for instructions on how to configure this.


Shows a report comparing the budget (baseline) and the scenario within the multi-year budget.

11. Configuring reports

You can set up reports to compare scenarios. This is done from the Set up scenario view.

Examples:

  • Scenario vs budget (baseline)
  • Multiple scenarios side by side


Shows multiple columns with scenarios and differences.

How do you configure reports?

1. Go to the 'Report settings' tab

Within Set up scenario, open the Report settings tab.

2. Add a new report configuration

  • Click Add Report
  • Give the report a name


Shows an input field for the name of the report.

3. Select the scenarios

  • Choose which scenario to display in each column
  • You can place multiple scenarios side by side

Leaving a column empty allows you to show a difference column


Shows multiple columns in which a scenario is selected per column.

4. Set up a comparison

  • Add for example:
    • Scenario A
    • Scenario B
    • Difference

This gives you an immediate view of the impact of changes

5. Optionally set a default report

  • Select a report as the default
  • This will be loaded automatically in the reporting views

Where are these reports used?

The configured reports are used in the scenario module in the following places:

  • Analysis views
  • Multi-year budget
  • Scenario comparisons

Good to know

  • You can only see scenarios you have authorisation to access
  • You can use multiple configurations alongside each other

12. Other features

Settings button

For personal view settings.

Shows the settings button and the options available for the Staffing tab.

Copy button

To copy all changes made within a scenario to a new scenario.

Shows the Copy button and the options available when using it.

Empty button

To remove all changes made within a scenario.


Shows the Empty button and the options available when using it.

13. Requirements

  • Authorisation to use scenario planning
  • Authorisation to access budget views (funding, staffing, and other income and expenditure)
  • Access to the relevant establishments

14. Errors

Scenario not visible
→ You do not have authorisation to view this scenario

No results in report
→ The scenario has not yet been calculated

Changes not visible
→ The scenario has not been saved

15. FAQ

Can I use multiple scenarios at the same time?
Yes, you can compare them side by side using reports.

Can I copy a scenario?
Yes, using the copy feature within scenarios.

What happens if I delete a scenario?
The scenario and all associated settings are permanently removed.

16. Glossary

  • Scenario: an alternative budget variant used for modelling purposes
  • Staffing: staff deployment expressed in FTE and salary costs
  • Funding: income based on pupil numbers or other factors
  • Parameters: the underlying assumptions used in calculations

17. Metadata

  • View: Set up scenario
  • Module: Scenario planning

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