Create New Scenario As

Within the structured income plan you can create a new scenario by replicating the accounts and incomes from previous scenarios under the create new scenario function.

 

Step 1: Edit: Click on the green Edit button underneath the Structured Income Planning sub-heading.




Step 2: Edit or Add Scenario: Click on the green Edit or Add Scenario button underneath the Structured Income Planning sub-heading.




Step 3: Create New Scenario As: Click in the text box next to the green button titled Create New Scenario As.




Step 4: Edit the Text Box: Delete default name and type in the new title for the current scenario. 




Step 5: Clicking: Double click on the green Rename Current Scenario to button located next to the text box.




Step 6: Accounts Drop Down Carrot Arrow: Click on the drop-down carrot arrow in the text box located in the accounts section. 




Step 7: Account: Select which account you would like to replicate.




Step 8: Replicate: Click on the green replicate button on the righthand side of the screen. 



Step 9: Repeat: Repeat until all accounts have been replicated.




Step 10: Incomes Drop Down Carrot Arrow: Click on the drop-down carrot arrow in the text box located in the incomes section. 




Step 11: Income: Select which income you would like to replicate. 




Step 12: Replicate: Click on the green replicate button on the righthand side of the screen.




Step 13: Repeat: Repeat until all incomes have been replicated.




Step 14: Target Drop Down Carrot Arrow: Click on the drop-down carrot arrow in the text box located in the target section.




Step 15: Target: Select which target you would like to replicate. 




Step 16: Replicate: Click on the green replicate button on the righthand side of the screen. 



Step 17:Limitations: SIPS will only allow you to select one target income.




Step 18: Tax Drop Down Carrot Arrow: Click on the drop-down carrot arrow in the text box located in the target section.




Step 19:Tax: Select which tax you would like to replicate. 




Step 20: Replicate: Click on the green replicate button on the righthand side of the screen.




Step 21: Limitations: SIPS will only allow you to select one tax.




Step 22: Save: Click on the green save button underneath the manage scenario subheading.




Step 23: Structured Income Plan Scenario: In the text box the new scenario should be reflected.




Step 24: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.




Step 25: Edit:  If you need to make an edit to the structured income plan click on the green edit button underneath the Structured Income Planning heading.




Step 26: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.




Step 27: Logout: To sign out of SIPS, click on the Sign Out heading that is located in the upper right-hand side of the screen.

If you feel you need more support or would like to set up demo time with one of our representatives, please contact us at: +1-888-449-6917 or support@planscout.com.