Creating a Model by Copying Another Model

To create a new model:

1. Access the Strategic Modeling ribbon in Microsoft Excel.
2. Right-click Models, and then select New Model.
3. In Copy Model From, select an option:

   • Model or Template in Application to create a new model based on an existing model in the service.

   • Local Model to create a local model that can be checked into the service.

4. In Source Model Templates, browse and select a model or a template.
5. In New Model Name, enter a unique name for the model.
6. Optional: Select Keep Source Model's Data to allow the new model to inherit all data from the source model. If you do not select this option, the new model inherits only the account and time period structure.
7. Optional: Select Place At Root to store models at the root level. This option is used for standalone models and model structure parents only. If you do not select this option, then the model is placed as the child of another model that you select.
8. Click OK.