To rename a what if plan which you have already set up, open the client record then click the plan name in the top right-hand corner of the screen, next to the client name.
This will bring up a list of the plans in the client record. Click the arrow to the right of the plan name to open that what-if plan. Then, click the plan name in the top right-hand corner of the screen, next to the client name again to bring up the list of plans. Click Manage Plans.
Under the plan name, click Plan Details
In the screen which appears, edit the Name field and click Save.
Tip: If you are creating several scenarios, number them for ease of future reference.
Further reading:
How to add a what if plan in **AdviserGo**
How to delete what if plans in **AdviserGo**