Using Model and Scenario Manager

This section provides an overview of Model Manger and Scenario Manager and discusses how to:

Use Model Manager.
Use Scenario Manager.
Manage locks in a planning model.
Review the process summary.

Pages Used to Access Model and Scenario Manager

Page Name	Definition Name	Navigation	Usage
Model Manager	BP_MDL_MANAGER	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Setup Model, then select Model Manager	Manage and review planning models and access Scenario Manager.
Scenario Manager	BP_SCENARIO_MGR	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Setup Model, then select Scenario Manager Click the Manage Scenarios link on the Model Manager page.	Manage activity scenario status and progress by planning model.
View Current Locks	BP_LOCKLIST	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Setup Model, then select View Current Locks From the Action drop-down list box on the Scenario Manager page, select `Manage Locks,` and then click Go.	Review or modify lock information for a scenario.
Process Summary	BP_PROCESS_SUMMARY	From the Action drop-down list box on the Scenario Manager page, select `Process Summary,` and then click Go.	View the various stage functions processed, last run dates, and list of formulas staged by activity scenario.
Data Staging	BP_STAGE	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Process Model, then select Data Staging From the Action drop-down list box on the Scenario Manager page, select `Stage,` and then click Go.	Import and stage data for planning model activities and scenarios.
Update Staged Data	BP_STAGE	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Process Model, then select Update Staged Data From the Action drop-down list box on the Scenario Manager page, select `Update Stage,` and then click Go.	Validate models and update dimension members, exchange rates, worklist entries, and comparison scenarios.
Model Validation	BP_MODEL_VALIDATOR	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Process Model, then select Model Validator From the Action drop-down list box on the Scenario Manager page, select `Validate,` and then click Go.	Validate components of a planning model.
Model Validation Report	BP_MDLVAL_LOG1	select Planning and Budgeting, then select Planning and Budgeting Setup, then select Process Model, then select Model Validator Report Click the Exceptions link on the Process Summary page.	Review Model Validator results for a given planning model activity scenario.

Understanding Model Manager and Scenario Manager

You can manage multiple models and multiple scenarios within each model using the Model Manager and the Scenario Manager. These pages provide a comprehensive view of your models and can help you determine which models you own, the status of each model, and whether any scenario activities within a model have errors associated with them.

Model Manager Page

Use the Model Manager page (BP_MDL_MANAGER) to manage and review planning models and access Scenario Manager.

Navigation

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Setup Model, then select Model Manager

Image: Model Manager page

This example illustrates the fields and controls on the Model Manager page. You can find definitions for the fields and controls later on this page.

Planning Model

Click to access the Model page for the selected planning model to review and update.

See Model Page.

Validator Exceptions

Displays Yes or No to indicate whether one or more errors were found within the model.

Manage Scenarios

Click to access the Scenario Manager page for a specific planning model to manage, update, perform actions, change status, or review process results of the activity scenarios defined.

Scenario Manager Page

Use the Scenario Manager page (BP_SCENARIO_MGR) to manage activity scenario status and progress by planning model.

Navigation

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Setup Model, then select Scenario Manager
Click the Manage Scenarios link on the Model Manager page.

Image: Scenario Manager page

This example illustrates the fields and controls on the Scenario Manager page. You can find definitions for the fields and controls later on this page.

Planning Model (link)

Click to access the Model page and view or edit the planning model.

See Model Page.

Edit Activity Scenarios

Click to access the Activity Scenario page and modify the activity scenarios.

See Managing Activities and Scenarios in the Planning Model.

Stage

Click to access the Data Staging run control page to perform the process against any activity scenario with an initiated status.

See Data Staging Page.

Validate

Click to access the Model Validation run control page to validate the accuracy of your model setup.

See Understanding Model Validator Rules.

Recalculate

Click to access the Model Recalculation run control page to perform the recalculation process on activities and scenarios.

See Model Recalculation Page.

Stage Formulas

Click to stage any new or revised formulas into line item activities. When you update or add formulas, they are not available in line items until they are staged, making them available for use in conjunction with the ACE tool.

Note: When you stage formulas for line item activities, you must set them to On Hold status first, select Stage Formulas, then set them back to the Released state. No locks can be on the data when you are running this Stage Formula process, and therefore setting the activity to On Hold also forces all locks to be released.

Activity

Click the desired activity name to access the Activity page.

Scenario

Click the desired link to access the Scenario page.

Status

Enter the current status of the scenario. You can select from the following values:

Initiated: The scenario is in the creation or staging process and the corresponding planning centers are not available on the My Planning Workspace page.

Released: The scenario has been staged and is accessible for editing. The corresponding planning centers are visible on the My Planning Workspace page.

Staged and On Hold: The corresponding planning centers are not available on the My Planning Workspace page.

View Only: The corresponding planning centers are visible on the My Planning Workspace page, but no editing is allowed.

Note: Updating staged data is preferable to restaging, which deletes previously generated data from the tables, and effectively returns the status of the scenario to initiated.

Validator Exceptions

Displays Yes or No to indicate whether errors occurred.

Formulas Require Restaging

Displays Yes or No to indicate whether the scenario requires restaging.

Locked

Displays Yes or No to indicate whether the scenario is locked.

If the scenario is locked, changes are not allowed to any attributes (and children) of the locked group.

Action

Select an action to perform on the activity scenario, and click Go.

Values are:

Manage Locks: Accesses the View Current Locks page to enable you to review or release locked planning centers for a scenario.

Process Summary: Accesses the Process Summary page to enable you to view the various stage functions processed, last run dates, and list of formulas staged by activity scenario.

Stage: Accesses the Data Staging page to enable you to import and stage data for planning model activities and scenarios.

Review Access: Applies only to line item activities that have been staged (not in Initiated status). Accesses the User Access to Line Items page.

See User Access to Line Items Page.

See Data Staging Page.

Update Stage: Accesses the Update Staged Data page to enable you to validate models and to update dimension members, exchange rates, worklist entries, and comparison scenarios.

The Update Staged Data page is discussed in the "Updating the Scenarios and Activities in a Planning Model" section of this topic.

See Update Staged Data Page.

Validate: Accesses the Model Validation page to enable you to validate components of a planning model.

Click to implement the selected action.

View Current Locks Page

Use the View Current Locks page (BP_LOCKLIST) to review or modify lock information for a scenario.

Navigation

select Planning and Budgeting, then select Planning and Budgeting Setup, then select Setup Model, then select View Current Locks
From the Action drop-down list box on the Scenario Manager page, select Manage Locks, and then click Go.

Image: View Current Locks page

This example illustrates the fields and controls on the View Current Locks page. You can find definitions for the fields and controls later on this page.

Activity

Select the desired activity.

Values for this field are user-defined and supplied by default from the row where you selected the action of manage locks. Change the activity to one of the other available activities in the scenario, or select all to view all planning center locks for all activities in the defined scenario.

Select All to Unlock

Click to release all locked planning center activities.

Save the page to carry out the simultaneous release of all selected locked activities.

Unlock

Select to unlock an individual planning center activity.

Save the page to carry out the release of all selected locked activities.

Other lock details include the planning center and user associated with the lock, status, and lock type.

Process Summary Page

Use the Process Summary page (BP_PROCESS_SUMMARY) to view the various stage functions processed, last run dates, and list of formulas staged by activity scenario.

Navigation

From the Action drop-down list box on the Scenario Manager page, select Process Summary, and then click Go.

Image: Process Summary page

This example illustrates the fields and controls on the Process Summary page. You can find definitions for the fields and controls later on this page.

Exceptions

Click to access the Model Validation Report page and review Model Validator results for a given planning model activity scenario.

See Model Validation Report Page.

Run Model Validator

Click to access the Model Validation page and validate a model.

Run Staging

Click to access the Data Staging page and stage data for scenarios and activities in a planning model.

See Data Staging Page.

Update Staged Data

Click to access the Update Staged Data page and recalculate a staged model.

Stage Formulas

Click to stage any new or revised formulas into line item activities after placing them on hold. When you update or add formulas, they are not available in line items until they are staged, making them available for use in conjunction with the ACE tool.

Set the line item activities back to Released state when the formula stage is complete so that users can again access their planning center data.