Remove an Entity in Scenario Mode
In Scenario mode, the remove option deletes either a specific entity within the group or all the "children" of an entity within the group.
- Where "children" of an entity have more than one "parent" entity in the chart, the relationship to the remaining "parent" entity will still be in place and those "children" will not be removed.
- You cannot remove the ultimate parent of a chart.
Note
The Scenario mode option is available to clients with a Professional or Enterprise package. Contact your Customer Success Manager to learn more.
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Run a group structure and select Visualisation.
Refer to Run a group structure to learn more about this feature.
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Select the Scenarios icon from your toolbar.
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Select Ok in the Open scenario mode dialog.
A yellow banner displays on top of the Entities page to indicate that you are in scenario mode.
Note
Selecting the X in the banner will close the scenario mode
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Select the entity you want to remove. There are three ways you can do this:
1. Select the entity on the Groups Structure chart.
2. Enter the name in the Select an entity field in the side panel on the right.
3. Select an entity name from the list that appears when Select an entity is selected.
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Select Choose an action > Remove from the menu.
When you run the group structure, the structure type you select in the Show field influences the options presented next.
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Under Children options / Parent options select what happens to the entity's "children/parents". In some instances, you may have no options other than a default option.
Note
The options that are presented to you after you have selected the action and the entity you want to remove depends on the following:
- If the entity has any "child" entities.
- If the entity has any "parent" entities.
The table below is an example of what you will see for a Structure below group structure chart.
Option
Description
Remove entity
Remove the entity from the structure. This option only displays for entities without children.
Remove entity and children
Remove the entity and all its children from the structure. Children entities of the children of the selected entity and all lower-level children are deleted too.
Remove children and leave entity
Remove all children from the structure and keep the entity.
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Select Apply. Review your choices in the Remove dialog and select Save.
What's next?
You can export your scenario in a number of formats.
- Select the Export icon in your toolbar and choose your preferred format.
- Follow the instructions.
