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. Copying Rules to a Model

Copying Rules to a Model

This feature is useful if you are creating a new model and want to include identical or similar rules from an existing model in the new model. You can select multiple rules to copy to a model.

Note:

If a rule uses a Model Context and the rule has dimension members that conflict with members in the target model, the rule is not copied, and an error displays in the Job Details log.

To copy rules to a model:

  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 desired rules, 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 Copy Rules to Model.

  7. In the Copy Rules to Model dialog box, enter the following information:

    • Model: Select the model to which you want to copy the rules.

    • Overwrite: Select to indicate that if a rule with the same name is already in the target model, then it will be overwritten by the rule being copied using its definition.

    • 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 copy rules to a model has been submitted successfuly.

  9. Optional: Go to the Jobs console and verify that the rules were successfully copied.

    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.