Within the structured income plan you can replicate and rename a current scenario to a unique title. Below is a step-by-step guide for replicating and renaming a current scenario.
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: Replicate Current Scenario As: Click in the text box next to the green button titled replicate current 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 Replicate Current Scenario As button located next to the text box.
Step 6: Scenario Text Box: The current scenario name should be replaced over the old name in the scenario text box.
Step 7: Save: Click on the green save button underneath the manage scenario subheading.
Step 8: Structured Income Plan Scenario: In the text box the new current title should be reflected.
Step 9: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.
Step 10: Edit: If you need to make an edit to the structured income plan click on the green edit button underneath the Structured Income Planning subheading.
Step 11: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.
Step 12: 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.
