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Scenario Planning

Set the rules. Get smarter optimization recommendations.

Define constraint types, set priority levels, and let the engine recommend the best allocation across your portfolio.

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Profit.co OKR Management

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Trusted by 2,000+ companies worldwide
  • G2 Leader badge for OKR software, Enterprise segment, Summer 2026

Without vs With Profit.co

What changes when the engine has clear rules

Most teams run optimization without agreed constraints. Here is what that looks like, and what it looks like with Profit.co.

Without Profit.co

  • No agreed rules mean every optimization decision gets challenged after the fact
  • Critical business requirements get violated because no hard limits are defined
  • Low-priority goals get treated the same weight as non-negotiable constraints
  • Changing a constraint means rebuilding your entire evaluation from scratch

With Profit.co

  • Constraint types define the rules once so the engine follows them every time
  • Must Meet constraints never break regardless of optimization pressure elsewhere
  • Priority levels tell the engine exactly which rules dominate when conflicts arise
  • Adjust a flexibility slider to model a new scenario without starting over

Core capabilities

Built to give the optimization engine the right rules

Configure constraints once. The engine uses them to generate recommendations every time.

Set three tiers of rules for every allocation

Constraint Types

Set the rule type for every constraint you add

Choose constraints from your project values, then assign a rule. Must Meet constraints are absolute. Should Meet goals allow violations with a penalty. Optimizing constraints give the engine maximum flexibility to find the best overall result.

Dial enforcement strictness for every constraint

Flexibility Settings

Dial enforcement strictness for every constraint

Adjustable sliders control how strictly each constraint is enforced, from Most Strict to Most Flexible. Numeric values give you precise control over how the engine weighs each rule.

Dial enforcement strictness for every constraint

Optimization

Get recommendations based on your constraint rules

High-priority constraints are evaluated first so critical rules always dominate. The engine then generates suggestions that satisfy as many configured rules as possible.

Dial enforcement strictness for every constraint

Scenario Comparison

Compare multiple scenarios side-by-side to decide with confidence

Create as many scenarios as you need and view them against your baseline in one table. Iterate with Athena to re-optimize until the numbers look right. When a scenario delivers the outcome you want, apply it to your portfolio in one click.

More tools, built right in

Additional controls to fine-tune how constraints govern resource decisions across your portfolio.

Scenario Planning Toggle

Turn the feature on or off for your entire organization with one setting.

Constraint Type Templates

Pre-configured templates for Budget Limits, Strategic Mandates, and Resource Caps.

Constraint Descriptions

Add plain-language explanations so every reviewer understands what each rule means.

Hard Constraint Enforcement

Mark critical requirements so the optimization engine never violates them under any condition.

Color-Coded Priority Badges

Red, yellow, and green badges give every constraint an instant visual priority signal.

Priority-Based Evaluation

High-priority constraints are always evaluated first so critical rules dominate the result.

The Profit.co Platform

Every Process tool built into one product

Profit.co gives your project teams every tool they need to plan, track, and deliver work from one connected place.

Project Execution Suite

Connect every project to the strategy behind it

Profit.co brings project portfolios, sprint execution, financial tracking, and OKR alignment together so every team delivers work that moves the business forward.

Strategy Roadmaps interface in Profit.co — connect OKRs to long-term strategic themes

Strategy Roadmaps

See Where Every Portfolio Investment Is Tied to Strategy

Visualize strategic themes alongside the portfolio investments backing them. Leadership always sees which initiatives tie to which priorities.

Performance Management interface in Profit.co — run reviews tied to OKR outcomes

Strategy Execution

Prove Every Funded Project Is Delivering on the Strategy

Link every project to corporate objectives and track delivery against them. Full traceability from capital committed to outcome achieved.

Project Portfolio Management interface in Profit.co — link active projects to Key Results

AI Agents

Less Time on Setup, More Time on Governance

AI Agents accelerate project creation and structuring so your team spends less time on setup and more on governance.

See Profit.co EVM Dashboard in Action

Walk away with a live view of your project health and a clear picture of what to fix first.

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Integrations ecosystem

Connects to the tools
your teams already use

100+ native integrations that keep your data in sync - so teams check in, update progress, and stay aligned without switching apps.

Browse all 100+ integrations →

Customer stories

The results speak for themselves.

View all customer stories →
“We accomplished nearly 90% of our high-level objectives that we set out at the beginning of the year. And these objectives are our direct lead indicators to the success of the business.”
Mark Hudoba, Executive VP, REHAU Building Solutions

Mark Hudoba

Executive VP, REHAU Building Solutions

“Just in the last year, we saved over $300,000. That made it easy to pitch to the owners to implement OKRs throughout the company.”
Deena Giordano Ullom, VP of People Operations, United Technical Support Services

Deena Giordano Ullom

VP of People Operations, United Technical Support Services

“For us, the key factor was achieving full alignment between OKRs, projects, and tasks, supported by automation and KPI-driven governance. Profit.co provided a centralized portfolio management system — a single source of truth for all projects.”
David Serra, Head of Transformation & CMO, CELO Industry

David Serra

Head of Transformation & CMO, CELO Industry

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FAQs

Questions about Scenario Planning

Everything you need to know before getting started.

Scenario Planning in Profit.co lets portfolio teams define constraint rules with priority levels and flexibility settings. The optimization engine uses those rules to recommend the best resource allocation across all active projects, making sure critical requirements are never compromised.

Athena

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