Updating the Planning Model when You Edit Flexible Formulas

FLEX IDs change over time and need to be maintained. For instance, changes to the expression (operators, sources and drivers) or the addition of a new FLEX ID require that you update the Planning & Budgeting model. The Scenario Manager tracks whether there have been updates to the flexible formulas associated with line item activities and whether or not the planning model needs to be updated to accept the changes. To update the planning model, change any affected line item activity scenario status to On Hold and select 'Stage Formulas' from the Scenario Manager page. After staging the formulas, set the line item activity scenarios back to the Released status to allow users update access. Note that this formula stage process does not perform a calculation. Furthermore, some formulas may require the working version to be copied to master in order to take effect and display the right numbers in a related line item activity, for example when formulas cross planning centers or line item activities. Model-wide calculations are done via the Model Recalculation batch process. To update drivers select the Refresh Driver Parameters batch process.