1. Administering and Working with Enterprise Profitability and Cost Management
  2. Building and Calculating Models
  3. Creating and Managing Rules
  4. Using the Rule Designer
  5. Using the Mass Edit Tab
  6. Adding Members to Rules

Adding Members to Rules

To add members to one or more rules:

  1. From the Home page, select Modeling, and then Designer.

  2. Select the Mass Edit tab.

  3. Make selections for Model, Rule Set, and Rule Type.

  4. Optional: Further refine the rules displayed by searching for and filtering rules. See Filtering Which Rules Are Displayed.

  5. Select the rules for which you want to add members, or select the checkbox by Name to select all the rules displayed on the Mass Edit tab after any filters have been applied.

  6. Select Actions, and then Add Member.

  7. In the Add Member dialog box, enter the following information:

    • Dimension: Select the dimension for which you would like to add a member.

    • Member: Enter the member to add. Either type in the member name, or click Find Member icon and select a member from the Select Members dialog box. See Using the Member Selector.

      You can add more than one member. The members you add are displayed below the Member field.

    • Rule Component: Select the rule component to which you would like to add a member.

      Source, Destination, Driver Basis, and Offset apply to Allocation rules, and Target applies to Custom rules.

    • Job Comment: Enter a note or comment about the job that will be displayed in the Job Details accessed from the Jobs console.

  8. Click OK in the Information window that is displayed letting you know that the job to add a member has been submitted successfuly.

  9. Optional: Go to the Jobs console and verify that the member or members were successfully added.

    The job is displayed in the Jobs console with a "Completed" or "Completed with Errors" status. You can select the job to see details about the job and troubleshoot any errors that may have occurred. See Viewing Rules Jobs.