> ## Documentation Index
> Fetch the complete documentation index at: https://docs.utilified.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Building & Comparing Scenarios

> Model and compare current versus proposed energy tariffs across your retail accounts with the Tariff Review Wizard, then review costs, savings, and a connection-by-tariff matrix.

Scenarios let you model energy costs for your retail accounts and compare your **current** tariffs against **proposed** alternatives before you commit to a contract. Each scenario calculates charges over a defined period and surfaces the savings (or extra cost) of switching.

Find scenarios under **Modelling > Scenarios** in the sidebar (`/scenarios`). The list shows every scenario in your organisation with its **Status** (`DRAFT`, `CALCULATING`, `COMPLETED`, or `FAILED`), type, period, and when it was last calculated.

<Note>
  The current UI builds **Tariff Review** scenarios. Other scenario types (Solar/BESS, PFC, Procurement) exist as labels but are not yet wizard-driven.
</Note>

## Creating a scenario

From the **Scenarios** page, click the **+** (**New Tariff Review**) action in the header to open the **Tariff Review Wizard**.

<Frame>
  <img src="https://mintcdn.com/utilified/Y-bITl2YbF0gRNFt/images/scenarios/scenario-builder.png?fit=max&auto=format&n=Y-bITl2YbF0gRNFt&q=85&s=988a2cac7bb886d0cfd0581792f2ab96" alt="The New Tariff Review wizard — selecting retail accounts to evaluate" width="1440" height="900" data-path="images/scenarios/scenario-builder.png" />
</Frame>

<Steps>
  <Step title="Select retail accounts">
    Choose one or more [retail accounts](/retail-accounts) to evaluate. These are the connections whose costs you want to model.
  </Step>

  <Step title="Set the period and details">
    * Choose a **Period Type** — **Custom Date Range** or **Annualised (12 months)**.
    * Set **Period From** and **Period To**. This determines which tariff versions and meter data are used.
    * Give the review a **Name** (for example, `Q1 2026 Tariff Comparison`) and an optional description.
  </Step>

  <Step title="Choose tariffs to compare">
    Select **Current Tariff Groups** (what the accounts are on today) on the left and **Proposed Tariff Groups** (the alternatives) on the right. See [Managing Tariffs](/guides/managing-tariffs) for how these are built.

    * **Assignment Mode** — pick **Apply to All** to use the same tariffs for every connection, or **Per Connection** to assign tariffs to each connection individually.
    * Where a tariff group has multiple versions, expand **version overrides** to pin a specific version (the latest is used by default).
  </Step>

  <Step title="Provide assumptions (optional)">
    The wizard detects quantities it can't source from meter data for your connections and period:

    * **Load Profiles** — assign a load profile and **Annual Consumption (kWh)** to generate synthetic interval data when no meter reads exist.
    * **Missing quantities** — values flagged **No data** must be entered to include those charges. For demand-style quantities you can estimate from annual consumption using the calculator action.
    * **Quantity overrides** — optionally override system-calculated demand values.
  </Step>

  <Step title="Review and calculate">
    Confirm your selections on the **Review** step and finish. UMS creates the scenario, adds the current and proposed tariff items, and starts the calculation.
  </Step>
</Steps>

<Tip>
  Connections with missing quantities still calculate, but the affected charges are left out and flagged as warnings — fill them in on the **Assumptions** step for an accurate comparison.
</Tip>

## Reviewing results

While a scenario is `CALCULATING`, its detail page polls for completion and the **Overview** tab shows a progress indicator. Once `COMPLETED`, the Overview tab summarises the comparison.

* **Summary cards** — Status, **Current Cost**, **Best Proposed** option, and **Potential Savings** (or Additional Cost) with the percentage difference.
* **Actual / Annualised toggle** — switch between the actual period cost and a 365-day annualised figure.
* **Cost Comparison** — a bar chart of current versus each proposed tariff.
* **Category Breakdown (Current)** — current charges split by category.
* **Connection × Tariff Comparison Matrix** — every connection against every tariff option, with the cheapest option per connection highlighted.

### Scenario items

The **Scenarios** tab lists each tariff item per connection — its **Type** (`CURRENT` or `PROPOSED`), tariff group, supplier, and charges (ex GST, GST, inc GST). Click a row to expand its line items and any warnings. Use **Add Tariff** to add another current or proposed tariff group to a connection after the fact.

## Comparing and iterating

A `COMPLETED` scenario offers two header actions:

* **Recalculate** — rerun the calculation after editing items or assumptions.
* **Clone** — copy the scenario as a new `DRAFT` so you can tweak inputs and compare a fresh run without losing the original.

<Tip>
  To compare more than two options, add several proposed tariff groups to one scenario — the comparison matrix and chart scale to show every option side by side.
</Tip>