Modifying Assignment Rules

You can modify the destination stage, selected dimension members, filter set, and rule name, rule description, and search tag in an existing assignment rule.

To modify assignment rules:

  1. In an open model, from Task Areas, select Manage Allocations, then Assignments.

    The Assignments screen is displayed.

  2. Select the POV and the layer for the selected model, then click Go Go icon.
  3. Under Stage, select the stage for the assignment rule to be modified.

    The dimensions and members for the stage are displayed.

  4. Under Source, select the members that create the intersection for the source of the assignment rule.

    The associated driver is displayed in the appropriate Driver column. The icons in the Destination column are activated.

  5. Under Destinations, click Open Assignment Rules Management Open Assignment Rules Management icon.

    The Assignment Rules Management dialog box is displayed.

  6. Select the Rule to be modified, and then click Modify Modify icon.

    The Edit Rule dialog box is displayed.

    Note:

    Modify filters, if required. See Using Filters.

  7. Under Selection for each Step on the Edit Rule dialog box, modify the dimension members selected for the rule intersection, as required, using the arrow keys to add or remove members, and then click Next.

    When modifications for all dimensions are complete, the Edit Rule summary is displayed.

  8. On the Edit Rule Summary, review the selections.
  9. Optional: In Rule Name, enter a different name for the assignment rule. The rule name can contain up to a maximum of 80 characters.
  10. Select the appropriate option to save the rule:
    • Click Save to save the modified rule under the original rule name.

    • Click Save As to create a new rule with a different rule name.

  11. Click Finish.

    The modified rule is displayed in the list of Available Rules list on the Assignment Rules Management dialog box.