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ProPricer BOE Pro Ideas
Status Planned
Created by Guest
Created on Feb 14, 2024

Append What-If Log to BOE

Feature Request: Append What-If Log to BOE Activity Feed

Summary:
Add a save option to the What-If results screen that allows users to append a filtered version of the What-If log directly to the impacted BOE’s activity feed. This enables users to persist and review the specific changes evaluated in a What-If scenario at the BOE level.

Problem Statement:
When users run a What-If analysis, they can see the results on screen but there is no convenient way to persist those details against the affected BOEs. As a result, the rationale and exact set of changes evaluated in a What-If scenario can be lost once the session ends. This makes it difficult to audit decisions, revisit prior analyses, or communicate the impact of What-If scenarios to other stakeholders reviewing a BOE’s history.

Proposed Solution:
Introduce a “Save to BOE” (or similar) option on the What-If results screen.
When selected, the system should:

  • Identify all impacted BOEs from the current What-If run.

  • For each impacted BOE, generate a filtered What-If log that only includes entries relevant to that BOE.

  • Append this filtered log as a new entry in the BOE’s activity feed, clearly labeled as “What-If analysis” with timestamp and initiating user.

  • Ensure the log includes key details such as the parameters used, key result changes, and any assumptions applied for that BOE.

The behavior should be non-destructive (no changes to the BOE’s core data beyond the new activity entry) and should allow users to cancel or confirm before the logs are appended.

Benefits:

  • Preserves a clear historical record of What-If analyses at the BOE level.

  • Improves traceability and auditability of planning decisions driven by What-If scenarios.

  • Enhances collaboration by giving other users a self-service view into the scenarios considered for each BOE.

  • Reduces manual effort required to copy, paste, and format What-If details into BOE notes or external documentation.

  • Attach files