Selecting Base Entities

To run Entity Change Manager on an ECM document, you should first select a base entity in the ECM document. Without a base entity, you can run Entity Change Manager for creating target lists, updating links, and exporting to databases. However, you need a base entity to manage changes to accounts, account groups, time periods, scenarios, or reports.

  To select base entities for ECM documents:

  1. Open an ECM document.

    See Accessing Entity Change Management (ECM) Documents.

  2. Select Edit, then Choose Base Entity.

  3. Enter the name of an entity or browse to select an entity.

    Tip:

    To expand the search, deselect Show as Tree, and, in Entities of Type, select All (Entities and Templates), Entities, or Templates.

  4. Click OK.