Working with Detailed Profitability Assignment Rules

Assignment rules define the sources and their destinations for the allocations or calculations that are posted.

Frequently, models include multiple assignments that use the same parameters. To simplify the creation of multiple assignments that are similar in nature, you can create and reuse assignment rules that specify the assignment parameters.

An assignment rule is a collection of member sets and optional filter sets. A filter is a collection of criteria that are applied to a dimension. The assignment rules are created based on one or more of the following criteria:

• Membership in a specific branch of the dimension hierarchy

• Member name

• Member alias

The Assignment Rule dialog, available from the Assignment Rule Definitions screen, enables you to create an assignment rule.

You can create assignment rules, using the following options:

• Define a specific set of member sets and optional filter sets for a single destination stage.

• Define a Same As Source assignment rule that replaces the destination stage dimension members with the selected source dimension member during the calculation.

See the following procedures:

• Creating Assignment Rules

• Duplicating Detailed Profitability Assignment Rules

• Modifying Assignment Rules

• Deleting Assignment Rules