Scenario Actions (when sizing is near completion)

Once we have your sizing complete or near complete you can do the following with your sizing

In the upper left can click on the actions button:

 

For Salesforce Login: 

  • Clone Scenario – Can clone the scenario (copy of the scenario) with a unique name. Often this is done if want to leverage same scenario but make a few changes in workloads, models, etc.
  • Delete Scenario – This is used to delete the scenario. Do note it is NOT recoverable
  • Download BOM – Here a PDF is created with the recommendation, all the workload inputs, sizing details and detailed BOM.
  • Attach BOM to Opportunity – The BOM pdf for the scenario will be attached to the opportunity in salesforce.
  • Generate Budgetary Quote – The BOM is put into an excel file and shows list prices.
  • Generate Salesforce Quote – A quote can be created for the scenario BOM in salesforce for the opportunity linked to scenario.
  • Import RVTools output – This allows a RVtools output run in a customer environment to be imported into Sizer.

For My Nutanix Login:

  • Edit Scenario – Here can enter in assumptions that you have with the customer and that is kept in the BOM.
  • Clone Scenario – Can clone the scenario (copy of the scenario) with a unique name. Often this is done if want to leverage same scenario but make a few changes in workloads, models, etc.
  • Delete Scenario – This is used to delete the scenario. Do note it is NOT recoverable.
  • Download BOM – Here a PDF is created with the recommendation, all the workload inputs, sizing details and detailed BOM.
  • Generate a Budgetary Quote – The BOM is put into an excel file and shows list prices
  • Import RVTools output – This allows a RVtools output run in a customer environment to be imported into Sizer.

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