Run or rerun a custom simulation
Beta feature
You can generate a custom simulation for an optimized or active portfolio. You can also select a simulation in the list to run a new simulation for the same portfolio, or rerun simulations with their existing settings.
Creating a custom simulation requires the Create Simulation permission. Selecting a portfolio requires the View Portfolios permission.
Admin and Account Manager users can see simulations created by other users. All other users can see only the custom simulations they create.
Create a new simulation simulation-create
You can start from the Simulations view or run a custom simulation from the Portfolios view.
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In the main menu, click Plan > Simulations.
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Clear any selected simulation rows, and then click Run Simulation.
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Select the portfolio:
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Click Select Portfolio.
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Select the portfolio.
To search for portfolios that include a specific text string, begin entering the text string within the search field. Values aren’t case-sensitive.
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Click Proceed.
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Specify the custom simulation settings:
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(Optional) To change the portfolio used for the simulation, click Change Portfolio next to the portfolio name, select the portfolio, and then click Proceed.
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On the Basic Settings tab:
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Enter a unique Simulation Name.
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(Optional) Change the basic parameters for the simulation.
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(Optional) On the Advanced Settings tab, change the advanced parameters for the simulation.
The existing parameters for the selected portfolio are specified by default. Changing the values will show you the results that different parameters would produce without changing the portfolio’s existing parameters.
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Click Next.
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Review the settings, and edit settings as needed.
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Click Submit & Run.
The request is submitted, and the Simulations view opens. When the simulation report is available, you and any other email recipients specified receive a notification with a download link. You can also download the simulation from the Simulations view.
Rerun a simulation with the existing settings rerun-a-simulation-with-the-existing-settings
You can rerun up to 10 simulations at a time with their existing settings. Simulations with a status of Queued or In Progress can’t be rerun. If your selection includes these simulations, they are skipped, and the remaining simulations are submitted.
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In the main menu, click Plan > Simulations.
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Select the check boxes next to the simulations you want to rerun.
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In the toolbar above the data table or in the bulk actions toolbar, click Re-Run Simulation.
The request is submitted, and the view refreshes.
Run a new simulation for a portfolio in the list edit-the-settings-for-an-existing-simulation-and-rerun-it
Selecting a simulation before you click Run Simulation selects its portfolio for a new simulation. The form uses the portfolio’s current settings, not the selected simulation’s settings. This action doesn’t edit the existing simulation.
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In the main menu, click Plan > Simulations.
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Select the check box next to a simulation for the portfolio you want to use.
If you select multiple simulations, they must all use the same portfolio. The portfolio must be active or optimized.
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Above the data table, click Run Simulation.
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Specify the custom simulation settings, including a unique Simulation Name. Change the parameters on the Basic Settings and Advanced Settings tabs as needed.
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Click Next.
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Review the settings, and edit settings as needed.
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Click Submit & Run.
The request is submitted, and the Simulations view opens. You can download the simulation after it completes successfully.
Custom simulation settings custom-simulation-settings
For more information about the custom simulation settings, see the Optimization Guide, which is available from within Search, Social, & Commerce.