Scenarios

charthop scenarios help you visualize potential changes to your organization so that you can project and analyze the costs and impact of those changes before putting them into effect when you create a scenario, you create a proposal in which you can collaborate with other stakeholders (such as leadership team members or hr business partners) for better transparency you can use scenarios to plan potential changes to the hiring plan, backfills, promotions, organizational structure, or all of the above any changes you propose in a scenario (including new jobs, reorganization, and terminations) are contained within the scenario and only you as a scenario owner have access to those proposed changes you can share a scenario with others and control the level of permissions they have to view and edit your scenario your scenario and all changes within the scenario are not visible to the rest of your organization or put into effect until the scenario is merged to primary learn more https //docs charthop com/merging a scenario viewing scenario cost by fiscal year or quarter the scenario header shows the total cost of everything you're planning by default this is the annualized run rate the full year cost of the changes, regardless of when they take effect use the cost dropdown in the header to view that cost on a different basis annualized the full year run rate this is the default and doesn't change based on timing fiscal year (e g fy27) the cost prorated across your fiscal year each change counts only for the months it's active within that year quarter (e g q2 fy27) the same, prorated across a single fiscal quarter selecting a basis updates the figure in the header immediately open the dropdown to compare all three at once, each with its own value scenario cost selector the fiscal year and quarter shown are the ones that contain the earliest costed change in your scenario, based on your organization's fiscal year start setting hover the info icon next to the cost to see the exact period and date range being used, for example prorated run rate across fy27 (apr 2026 mar 2027) each change counts only for the months it's active in that window prorated tooltip the fiscal year and quarter figures are a prorated run rate , not a full forecast each change is counted for the portion of the period it's active, at its run rate they don't model later departures or compensation changes within the period because monthly amounts are rounded, a full year of prorated months can differ slightly from the annualized number your basis choice is remembered per user across scenarios , so if you prefer to plan in fiscal years you'll see fiscal years everywhere annualized remains the default until you change it the same basis applies to the scenario budget panel , so the scenario's cost summary and its budget comparison stay on the period you've selected using a custom cost formula? if your organization calculates scenario cost with a custom formula https //docs charthop com/configuring financial settings#cost calculations , the fiscal year and quarter views are only accurate when that formula returns an annual figure charthop treats the formula's output as an annual run rate and prorates it across the selected period if your formula already returns a period bounded amount, the fiscal year and quarter figures will be misleading the value gets scoped twice in that case, rely on the annualized view, which always shows your formula's output unchanged access scenarios to access scenarios, select planning from the left sidebar you can view an existing scenario or select create scenario to create your own the list displays only scenarios that you've created or that have been shared with you filter the list of scenarios you can also filter the scenarios that display on any of these tabs by the following created by choose anyone to view all scenarios you have access to, regardless of who created it, or choose me to view only scenarios you've created you can also select the name of another employee review status filter the scenarios that display based on review status keyword filter the scenarios that display by entering specific keywords approvals for scenarios depending on your organization's settings, you may be required to send your scenario for review and approval before any changes can be made official once a scenario has been approved, scenario changes can be merged into your organization's primary org chart if you are merging data that is also updated by your hris, if you merge the changes before you have updated your hris the data will be overwritten in the next days sync we recommend that you merge your scenario and change the data in your hris on the same day to avoid this statuses for scenarios the status of your scenario lets you know where your scenario is in the review process (when approvals are enabled) and whether it has been merged your scenarios can display with the following statuses status description draft indicates the simple workflow scenario is currently being edited open indicates the scenario is currently being edited in review indicates the scenario is currently under review by one or more approvers this status displays only when approvals are enabled learn more https //docs charthop com/enabling approvals approved indicates the scenario has been approved but has not been merged to primary rejected indicates the scenario has been rejected by at least one approver and the collaborators of the scenario have not yet made any additional edits merged indicates a scenario has been approved and merged to primary archived indicates a scenario has been archived merged scenarios cannot be archived packages https //www charthop com/pricing/ \basic\ \|\ \ headcount planning | \ \ compensation reviews | \ \ performance | \ \ engagement \