Modifying Assignment Rule Definitions

You can modify any assignment rule definition.

The modified assignment rule definition can be saved as the original, or you can rename it to create a new assignment rule definition.

To modify assignment rule definitions:

  1. In an open model, from Task Areas , select Manage Allocations, then Assignment Rule Definitions.

    The Assignment Rule Definitions screen is displayed.

  2. Select the assignment rule to be modified.
  3. Click Edit Selected Assignment Rule Edit Selected Assignment Rule icon. .

    The Assignment Rules wizard is displayed.

  4. Optional: For Step 1, under Browser, use the Add arrow or the Remove arrow to move the appropriate members under the Selection column, and then click Next.
  5. Optional: Under Step 2, under Browser, use the Add arrow or the Remove arrow to move the appropriate members under the Selection column, and then click Next.

    Repeat this step for additional dimensions, if required. When all members have been selected for the intersection, the Destination Selection Summary is displayed.


    Review the modifications to the assignment rule. You can save the assignment rule under its original name, or click Save As to give the assignment rule a different name to create a new rule.
  6. Review the modifications to the assignment rule.
  7. Optional: To save the modifications to the existing assignment rule under the same rule name, click Save, enter a Search Tag and Rule Description for the existing Rule Name, and then click Finish.

    The modified Assignment Rule is saved.

  8. Optional: To save the assignment rule as a new assignment rule, click Save As, enter a new Rule Name, Search Tag and Rule Description, and then click Finish.

    The new assignment rule is saved with the selected dimensions under the new rule name.