Create an Allocation Rule Set

You can create an allocation rule set from the System View. You can also create an allocation rule set from the List, Custom, and Deployment views, and from within the Ruleset Designer.

Scenario

To create an allocation rule set:

  1. Navigator > General Accounting: Journals > Create Allocation Rules link.

  2. Navigate menu > Administer > Calculation Manager.

  3. Enter the rule set's name.

  4. Enter the application type: Essbase.

  5. Select an application name.

  6. Select a database.

    Note: From the System View, if you right-click RuleSets and select New, the New Ruleset dialog is populated with the application type, application, and database that you're working in.
  7. Click OK. The new rule set is displayed in the Ruleset Designer.

For information about using start and dates in rule sets, see the Data Effective Allocation Rules and Rule Sets topic in the Allocation Rules section.