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Plan Authoring: No Scenarios found

When no scenarios are listed to be imported

Updated over a month ago

When creating a plan within Advice Designer within the Plan Details window, selecting the client against whom the scenarios have been created is important. Scenario data isn't attached to partner profiles.

πŸ’‘Note: To ensure that the client in Advice Designer is the exact same as the client in Xplan, use the Xplan entity id to search and select the client profile.

IF the advice is purely for the partner, select Partner in 'Who is the advice?' for field:

IF the scenarios aren't found, the plan has been created against an entity where there aren't any scenarios

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