ComboCurve: Scenario Module Overview

ComboCurve: Scenario Module Overview

Scenario Module Overview

This document covers the overview and layout of the main screen. 

Layout


Top Left

  1. Hamburger Icon - to navigate to all CC sections
  2. Green Project/Scenario Name - Quick navigation to the project landing page

Top Right

  1. Guy Icon - Change name, password or log out
  2. Bell Icon - Notifications and progress of any active/past process (also allows re-download of past items)
  3. QuestionMark - Knowledge Base search, Product Portal, Ticket Submission Form, API Forum Link


Top Row

  1. Setting and Scenario Wells and Reports
    1. Settings
      1. Allows shortcut adding/removing wells from scenario
      2. Assigning tags to the scenario
      3. Copy/delete scenario shortcut.

    1. Scenario Wells
      1. Also allows adding/removing wells from the scenario
      2. Viewing/editing headers for all scenario wells in a grid format
      3. Adding/editing/deleting Project Custom Headers (PCH) and Project Custom Streams (PCS)
        1. Exporting headers to view in csv/Excel
      4. Viewing single well or grouped production (monthly or daily) or Directional Survey data
        1. Exporting headers to view in csv/Excel

    1. Scenario Table allows navigating back to the property grid to edit and run econ for when you navigate away using the settings or Scenario Wells or Reports
    2. Reports allow PowerBI integration to economic runs (Discussed in a section below)

Second Row

  1. Filter and Sorting Dropdowns - Allow selections of subsets of wells to display and adjustment of sorting
  2. Econ Group - Generate Group Economics
  3. General Options - Allow editing of Aggregation Dates, Units, BFIT/AFIT Selection, Discount Method and discount tables
  4. Create Incremental - Selection of a well or wells (limit 100) to generate incremental economics.  This requires a second forecast set to be created and selected on the (1) incremental which would represent an "uplift" case of both the original curve plus any delta.
  5. Exports & Imports
    1. Mass Export Assumptions - Generates and Excel file with all scenario models output in tabs for quick save of a snapshot of project inputs.  Great for reconciliation.
    2. Export Model Names to Excel - Currently displayed headers and for all model tabs, the currently applied model.
    3. Export Rendered Lookup Tables to CSV - For when you use a scenario lookup (not ELT) to assign models, this exports what model is applied to each well via the lookup.
    4. Imports - Reimport the exported csv export once edited.
  6. Roll Up - Visualize, manipulate and export accumulated production/forecast volumes
  7. Run Scenario - Make an economic run or Combo
    1. Show Economics/Hide Economics - After a run is made, go to the aggregation/oneline run to view or output.  Once there, click Hide to return to the scenario screen.

Scenario Grid

  1. Headers and Titles
    1. The first few starting from the left are select all and titles for the row numbers and quick econ run buttons
    2. The next are headers chosen to be displayed
      1. Sorting, filtering and aggregating can be done by clicking the ellipsis (...) or right-clicking the header names
      2. In the row just below that, quick filtering can be made by entering alphanumeric values next to the hour-glass
    3. To the right are economic model tabs
      1. Tabs - See TOC (Table of Contents) for a detailed description of each tab.
        1. Reserves Category
        2. Ownership & Reversion
        3. Clicking the tabs below does not take you to the Assumptions editor but rather to other areas of the CC platform to modify these items
          1. Forecast
          2. Schedule
          3. P-Series
          4. Network - Carbon Network
        4. Dates
        5. CAPEX
        6. Pricing
        7. Differentials
        8. Stream Properties
        9. Expenses
        10. Production Taxes
        11. Actual or Forecast
        12. Risking
        13. Escalations (Not shown as a header on the grid but rather only after entering the edit screen via clicking on one of the other tabs above)
        14. DD&A - Depreciation, Depletion & Amortization (Not shown as a header on the grid but rather only after entering the edit screen via clicking on one of the other tabs above) - AFIT econ
        15. Emission

      1. Top level of tab name
        1. Choose x (where x is the tab name) - Edit and/or choose a project model for all selected properties
        2. Choose Lookup Table - Assign a previously created Lookup Table to the currently selected properties
        3. Remove Assignments - Remove any selected project or unique model from the selected properties
        4. Filter By - Shows a pop-up with a table of properties with applied models via the model type (tab) selected.  This is useful in refining which properties and models you would like to manipulate.  For further discussion, see "Grouping, Filtering & Sorting" section in this document.
        5. CSV/Excel Import & Export - manipulate applied models in Excel for reimport
        6. Size/Aggregate - Size tabs and use them to aggregate properties for delineation or application of models
      2. Bottom level below tab name = Qualifiers
        1. Qualifiers allow applying different models based on a group for all properties in the scenario.  Allows quick-switching between for economic runs at different inputs or sensitivities.  There is no hierarchy but rather a complete set of assumptions per qualifier.
        2. Create, Merge, Manage, Import or Select between are options but see the section on Qualifiers for detailed explanation.

  1. Property Rows
    1. The first few on the left
      1. Select/Deselect for econ run, model application, edit, etc
      2. Row number
      3. Quick Econ run this current property with all selected inputs
      4. The next are headers chosen to be displayed for that particular property
        1. Click the ellipsis (...) on any of the header data for a property or right-click it to get an option to:
          1. View Well - enter the header view/edit screen with well info
          2. Edit Econ - enter the assumption selection/edit screen where you can navigate to any assumption, manage models or cycle to the next well via < > gliders.

    1. To the right are economic model tabs - clicking on the ellipsis (...) of each row's tab or right-clicking on it will allow entry into the assumption edit area.  It will take you to the currently applied model for this assumption on this particular property.

Far right menus

  1. Columns - choose which headers and/or assumptions are displayed in the grid.
  2. Filters - filter down the grid to certain criteria
  3. Groups - drag any of the selected (MUST BE SELECTED by a blue checkbox as to not create a logical error) into the Row Groups area to aggregate the grid by that header or assumption.

Grouping, Filtering & Sorting

Note: Project and Company custom headers supported for the below.

Grouping

ComboCurve allows grouping in the Scenario Page for any Header or Assumption.  To access this feature:

Click on the "Columns" menu on the top-right of the scenario page (click again to close).  This also allows you to turn on and off, any Header or Assumption for ease of viewing and informational purposes. 
Grouping may also be accomplished by clicking on the ellipsis (...) next to any Header or Assumption and choosing "Aggregate by Header".  This may be removed by "Remove Aggregation" or by clicking on the "x" next to the Row Group in the "Columns" menu.

Note that grouped properties appear as a nested structure to the left of the Scenario Page and allow the individual selection/deselection of properties for economic run either individually or wholesale selection by the header properties are grouped under.

Filtering

ComboCurve Filtering allows subsets of wells to be removed or shown for ease of modeling and analysis.
  1. Filter via the entry boxes  below each Header (not Assumptions) -and/or- Filter in Scenario Page via the "Filters" next to "Columns" on the right of the Scenario Page - enter 
  2. Filter Page - Click on the funnel icon (not the down arrow next to it which is for saved filters) and you will enter the filtering page.

      1. On the top
        1. Reset undoes any previous selections to default (all wells currently in the scenario)
        2. Map or Bar Chart selection may be used to generate a filter and view wells in relation to each other. 
        3. (IMPORTANT) The "Apply" button there will "re-focus" on only the currently selected wells to allow hierarchical or drill-down selection.
      2. On the left: You can select filter items on the far left to pop-up a display/use which will put those in the "Filter By Headers" selection below.  Enter any alphanumeric info to narrow the properties.  These will be displayed to the right with a well count (Tip: keep note of the count before and after as you narrow down the range). the "Exclude Mode" here will "flip" the entire selection to exclude wells selected rather than the opposite.  These do not interact with "Exclude" on individual selections so be aware of how using one, the other or both affects selections.
        1. "Match Exact Value", when checked will require all characters to be used instead of "does it contain" which is the default.
        2. "Exclude " on the filtered item may be use to "flip" the filter to a negative for that single item (ie, contains flips to does not contain)
        3. By default, the "Include N/A" is selected to allow filtering to whatever is entered and INCLUDING null values.  Uncheck to pedantically select only the entered info or else blanks will also appear in your selection (ie, when checked and selecting "Midland" you will get both "Midland" and blanks.  If unchecked, it will exclude blanks
        4. As a second "flip" there is a toggle at the top-left of the page for "Exclude Mode" which will use any combination of selections you have made but then, when selected as on, flip to the opposite by filtering to all BUT those wells instead of filtering TO those wells.
        5. Manual unchecking of wells to on the Filtered Items may be used in combination with any other selections.
        6. Click Apply and Close to apply the selection to the scenario wells and return to the Scenario Page.
        7. Click Save to create a saved filter to be reused here or via the down arrow next to the funnel icon on the Scenario Page.  These will become available once saved in the "Filters" Selection at top left and also in a dropdown in the main scenario page for quick selection.
      3. On the right allows picking for display in the well grid, any available header.  This will not interact with header filters, only display (or not display) selected (checked) headers.
      4. Note that entering the filter page a second time without clicking "Clear Filter" at the top of the scenario page will filter those currently filtered properties (subsequent filter narrowing down the range)
  1. "Filter By" - Another way to filter Assumptions (not Headers) is to click the ellipsis (...) next to any Assumption row header and select "Filter By".  This will open a selection Screen and allow searching and checking assumptions to display the wells with those models applied.  This interacts with any other filtering that has been used.
    1. Selection by the checkboxes may be combined with subsequent searching as the checkboxes stay persistent until you leave the Filter By popup.
    2. Sorting - Properties may be ordered in ComboCurve on the Scenario Page by the below methods.  Any current sort can be saved for reuse by clicking on the down arrow next to the A/Z icon.



  1. Clicking on the A/Z icon next to the funnel at the top of the screen (not the down arrow which is for saved sortings).  This will bring up the hierarchical sorting screen which you can manage by picking (by click or search) headers

Sorting

Properties may be ordered in ComboCurve on the Scenario Page by the below methods.  Any current sort can be saved for reuse by clicking on the down arrow next to the A/Z icon.
  1. Clicking on the A/Z icon next to the funnel at the top of the screen (not the down arrow which is for saved sortings).  This will bring up the hierarchical sorting screen which you can manage by picking (by click or search) headers
  2. Clicking on any Header (The Text such as Well Name) or via
    1. Hierarchical sorting may be accomplished by shift-clicking the Header and/or Assumption in order: 1st sort then 2nd sort, etc.
  3. Note that calculated Headers (set after Run Calcs or an Econ Run) may be used for sorting.  ie, Run Econ and sort by the NPV10, highest to lowest.



Note: Any combination of Grouping, Filtering (in the Scenario Page, Filter Screen or Filter-By) or Sorting may be Made.  
Note: Once filtering has been applied on the scenario page by any means, you can clear back to default if you click the "CLEAR FILTER" icon at the top of the screen.  Make sure to do this before an econ run if filtering is not intended specifically for that run.
Note: Manual selection of wells may be made by checking/unchecking them on the far left blue checkboxes.  The "Wells selected" shows how many of the total filtered wells are checked.


View Well

View & Edit Headers and Historical Production

  1. Click or right-click on any header in the scenario table and click "View Well" (Note that the selection below: "Edit Econ" will alternatively take you to the econ input page for that property).  View Will take you to an input page where you can, for the selected property:
    1. Well Headers - View and edit well headers including calculated columns via "Run Calcs" and via "Econ Run" metrics.
    2. Production - Daily & monthly including a plot of that data
      1. Edit - to manually edit data
      2. Select All - Delete by 1) Relative Time 2) Selected 3) All
      3. Adding months/days to production cannot be done here but must be done via general import
      4. .xlsx download via the icon
      5. Production stream selection 
    3. Map - A well spot lat-long values are entered
    4. Well Comments - Tab "COMMENTS" at the top of the screen

Scenario Wells Tab

View, Add or Remove Wells For The Current Scenario

  1. At the top of the screen, select "Scenario Wells" to enter the screen for viewing, or management of included scenario wells.  The "Selected" count at top left shows the currently selected wells in the menu compared to the total number of wells available in the scenario.  Note that this may be less than the total wells in the project (which may also be managed via a similar selection on the Project Landing Page accessed by clicking on the green scenario name at the top-left of the screen.
    1. Filter - Shortcut to enter the filter screen to add/remove wells selected here.  See the "Grouping, Filtering and Sorting" on the tooltip header above for functionality and usage.
    2. Add Wells - Add properties located in Project Wells but not yet in this Scenario.
    3. Remove Wells - Remove unwanted properties from this scenario.
    4. View Well - Enters the "View Well" screen for the currently highlighted well.  This screen is described on the tooltip header above.
  2. Column Configuration - Project Custom Headers may be created and named here for use only within this current project. This button is not viewable when in "Edit Mode" of the Headers or Prod/Surveys.
  3. Production & Directional Surveys may be viewed/edited on the right side of the screen.
    1. Edit - to manually edit data
    2. Select All - Delete by 1) Relative Time 2) Selected 3) All
    3. Adding months/days to production cannot be done here but must be done via general import.
Note: To get back to the Scenario Table, click on that at the top of the screen.  Any changes made and saved will be reflected there.  Adding properties will require selection of models to apply 
Note: Each Scenario is independent of all others so each will need to managed separately.  Creating, copying or deleting scenarios can be done on the Project Landing Page.
Note: Headers and Production may be selected for display/hide or downloaded via the icons next to each section.



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