Crystal Ball EPM supports the use of calculation scripts (business rules) within compatible applications. The following notes apply:
Business rules in Planning forms: Running business rules is allowed only for simulations on Planning forms. Business rules can run during a simulation trial.
Running rules when saving forms: Business rules that run “On Save” are executed for each trial in the simulation. This happens because the trial data for each assumption is submitted to the form, which triggers any “On Save” rules. Rules must run for each trial unless the form definition is modified.
Additional business rules: Users can select one additional business rule to run when a trial is executed. Selected business rules run after all assumption data is submitted but before the forecast data is read.
Application and form level rules: Users may only select business rules which they have permissions to access. To display a list of rules in Crystal Ball EPM, select More Tools, then Enterprise Performance Management, and then select the Calculations tab. Select Show form rules only to limit the list of rules to those that apply to a specific form. Otherwise, the list includes all business rules for a given application that you are allowed to access.
Rules and rulesets: The use of rulesets is not supported in Crystal Ball EPM. Rules contained within rulesets are displayed individually and can be selected for use.
Rules without user input: Only business rules without input parameters can be used with Crystal Ball EPM. Because a simulation executes many trials, it is not practical to enter parameters while a simulation is running.