Saving a Business Rule with a Different Name

You can save a business rule with a different name using Save As. You can also copy a rule from one ruleset to another within the same ruleset type using Save As. Save As creates a copy of the original business rule with a different name to distinguish it from the original.

  To save a business rule with a different name:

  1. In the System View, expand the Financial Management, Planning, or Essbase application type, the application, the calculation type, plan type, or database, and Rules.

  2. Right-click the rule you want to save with a different name, and select Open.

  3. In the Rule Designer, select File, Save As.

  4. In Save As, enter the rule's new name, and select the Application Name.

  5. Do one of the following tasks:

    • If the rule is a Financial Management rule, select the Calculation Type.

    • If the rule is a Planning rule, select the Plan Type.

    • If the rule is an Essbase rule, select the Database.

    Note:

    You cannot change the application type, or the calculation, plan type, or database of a rule you save with a different name. You can change the application to which a rule belongs when you save the rule with a different name.

  6. Click OK.

    The new rule is added to the application list in the System View.