Getting Started Checklist for Strategic Modeling

Perform these tasks to set up Strategic Modeling:

  1. Create an Enterprise application, or identify an existing application to use. See Creating an Application.
  2. Enable Strategic Modeling. See Enabling Strategic Modeling.
  3. Review the provided templates, and upload any custom templates required for your organization. See Working with Templates.
  4. Create a model from a template. See Creating a Strategic Modeling Model.
  5. Set up access permissions. See Setting Up Model Access Permissions.
  6. After you enable Strategic Modeling, refresh the database. Click Application Application icon, then Configure Configure icon, and then from the Actions menu, select Refresh Database, then Create, and then Refresh Database.


Tutorials provide instructions with sequenced videos and documentation to help you learn a topic.

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Get an introduction to Strategic Modeling. Tutorial icon Introduction to Strategic Modeling