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Using the Promotion Feature in the Plan Differences Overview

This article explains how to use the Plan Differences feature to promote selected changes from a What-If plan into the Base Plan, without replacing the entire plan.

Overview

The promotion feature is useful when:

• You’ve tested ideas in a What-If plan
• The client agrees with some or all of the changes
• You want to move only specific items into the Base Plan

This allows you to selectively promote changes instead of fully updating and promoting the entire What-If plan.

Scenario Overview

In this example:

• Peter has a simple Base Plan with:
  • Employment income
  • Pension income
  • A fixed annual expense of £25,000
• The Assets chart shows Peter has surplus assets later in the plan
• Peter asks whether he can spend more in retirement

Creating the What-If Plan

A What-If plan called “Spend More in Retirement” was created, which includes:

• A retirement goal for holidays
• A retirement goal for a new car

When comparing this What-If plan to the Base Plan:

• Assets remain sufficient
• There is no projected shortfall
• The additional spending is affordable

At this point, Peter confirms he would like to proceed with this approach.

Using Plan Differences to Promote Changes

1. Open the What-If Plan

• Navigate to the Spend More in Retirement plan.

2. Open Plan Differences

• Go to Overview
• Select Plan Differences

This view shows:

• The differences between the current plan (the What-If)
• The Base Plan
• A list of newly added or modified items

3. Select Items to Promote

You can choose to promote:

• One item
• Multiple items
• Or all changes

In this example:

• The Holiday retirement goal is selected
• The Car retirement goal is selected

Once selected, these items are promoted into the Base Plan.

4. Confirm Promotion

After promotion:

• The Plan Differences view shows no remaining differences
• The selected items now exist in the Base Plan

Viewing the Updated Base Plan

• Return to the Dashboard
• Open the Base Plan

You’ll now see:

• The newly added retirement goals
• The Base Plan updated without replacing it entirely

Why This Feature Is Useful

This feature is ideal when:

• You are experimenting in a What-If plan with a client
• The client agrees with specific changes
• You don’t want to overwrite the entire Base Plan

It provides more flexibility than a full Update and Promote.

Important Consideration

⚠️ Promotion affects all related plans

When you promote items into the Base Plan:

• Those items will automatically appear in all What-If plans created from that Base Plan
• This follows standard Voyant plan logic

If the What-If plan now mirrors the Base Plan, you may wish to:

• Delete the redundant What-If plan

Next Steps

You still have the option to:

• Fully Update and Promote a What-If plan
• Selectively promote only certain items
• Clean up unused What-If plans after promotion

Summary

• Use Plan Differences to compare a What-If plan with the Base Plan
• Selectively promote approved changes
• Avoid overwriting the entire plan
• Remember promoted items flow into all dependent What-If plans