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Workspaces

Before you add and work with scenarios in Varicent Incentives, you must add a workspace to contain your scenarios.

Each workspace must be associated with a payee group and a calculation. Only calculations that use the same calendar as the payee group and contain payee, date, and value columns are available for selection.

Adding workspaces

In Varicent Incentives, you must add workspaces to contain your scenarios.

  1. In the Scenarios module, click Add new workspace.

  2. Type a name and description for the workspace.

  3. Set start and end dates to define the periods that are accessible for editing in the scenario.

  4. From the Accessibility drop-down list, choose one of the following options:

    Option

    Description

    Public

    A public workspace is available to any user with access to the Scenarios module.

    Private

    A private workspace is available only to the user who added it and users assigned to the administrator role.

    Important

    You can grant users access to private workspaces in the Manage Roles page.

  5. Click Next.

  6. From the Payee Group drop-down list, select the payee group associated with this workspace.

  7. From the Calculation drop-down list, select the calculation that you want to use in the workspace.

    Note

    Varicent ELT calculations are not supported in the Scenarios module.

  8. Click Add to workspace.

  9. Click Add.