Defining Metadata to Copy with Model Change Management

To manage metadata with Model Change Management, after defining the target models, define the metadata to copy.

  1. On the Model Change Management page, click Configure Model Configure Model icon to specify the metadata to copy.
  2. Define the subaccounts to copy: On the Accounts tab, click Add Add Subaccounts and then click Add Subaccount Change. The list displays all the accounts that have subaccounts. Select the accounts that have the subaccounts that you want to copy to the target models, and then select from additional options for copying subaccounts:
    • Keep account details in the target—Keeps account hierarchy details in the target even if they do not exist in the source.
    • Copy account attributes—Copies the attributes of the selected account to the target.

      For all accounts, copies:

      • Account Name
      • Forecast Method
      • Subtotal Method
      • Account Note
      • Exchange Rate

      For Memo accounts, copies:

      • Account Name
      • Calculation Method
      • Aggregation Method
      • Output Type
      • Output Unit
    • Delete accounts not in the source—Deletes any accounts in the target that are not in the source. Oracle recommends that you select this option. Clearing this selection can cause errors during consolidation.
    All of the subaccounts from the selected accounts are copied to the target.
  3. Define the account attributes to copy: On the Accounts tab, click Add Add Account Attributes and then click Add Account Attribute Change. Select the accounts that have the attributes that you want to copy to the target models, select the scenarios to copy for the selected accounts, and then select from additional options for copying account attributes:

    Note:

    Account names are not translated to other languages, as they are user-editable fields.

    • Rename Accounts—Renames accounts in the target to match those in the source.
    • Copy Other Account Attributes—When you select this option, these account attributes are copied from the source to the target:
      • For all accounts, copies:
        • Forecast Method
        • Subtotal Method
        • Account Note
        • Exchange Rate
      • For Memo accounts, copies:
        • Calculation Method
        • Aggregation Method
        • Output Type
        • Output Unit

    Tip:

    To edit the selections for accounts, click the link in the Change Details column on the Accounts tab.
  4. Define the account groups to copy: On the Account Groups tab, click Add Account Group Add Account Group. Select the account groups you want to copy to the target models, and then select from the following options:
    • Do not overwrite account group in the target—Does not overwrite the account group if it already exists in the target.
    • Overwrite account group in the target—Overwrites the account group if it already exists in the target.
    • Delete account group in the target—Deletes any account groups in the target that are not in the source.

    Tip:

    Use Search Account Groups to easily find the account groups to copy.
  5. Define how to handle custom dimensions when copying to the target: On the Custom Dimensions tab, click Copy Custom Dimensions to copy the custom dimensions to the target, and then select from the following options:
    • Assign accounts to custom dimensions in the target—Copies the account assignments along with the custom dimension structure to the target. For example, if the Sales account in the source is associated with a custom dimension, when the custom dimension structure is copied to the target, selecting this option assigns the custom dimension to the Sales account in the target.
    • Keep subhierarchies in custom dimensions in the target—When a custom dimension is in the target and in the source, allows you to keep child dimension members that are in the custom dimension in the target that are not in the source.
    • Delete custom dimensions not in the source—Deletes custom dimensions in the target that are not in the source. Oracle recommends that you select this option. Clearing this selection can cause errors during consolidation.

    Tip:

    Click Preview Source Custom Dimensions to review the custom dimensions in the source model before making your selections.
  6. Define how to handle time periods when copying to the target: On the Time tab, click Copy Time Structure to copy the time structure to the target, and then select one or more of the following options for retaining time structure details in the target:
    • Allow the target to keep time period details—Allows the target to retain time detail that is not in the source. For example if the source contains only years but the target also contains quarters, selecting this option retains the quarters in the target when you copy the time structure.
    • Allow the target to keep years earlier than years defined in the source—For example if the source model's time structure includes 2018 - 2022, and the target model includes 2015 - 2020, selecting this option results in the target model time structure to include 2015 - 2022.
    • Allow the target to keep years later than years defined in the source—For example if the source model's time structure includes 2017 - 2022, and the target model includes 2018 - 2025, selecting this option results in the target model time structure to include 2017 - 2025.

    If you leave these options cleared, the time structure of the source completely replaces the time structure of the target.

    Tip:

    Click Preview Source Time Periods to review the time periods in the source model before making your selections.
  7. Define how to handle scenarios when copying to the target: On the Scenarios tab, click Add Scenario Change Add Scenarios, select the scenarios to copy to the target, select from the following options, and then click Add:
    • Do not overwrite scenario in the target—Keeps any scenarios already in the target, even if they are not in the source.
    • Overwrite scenario in the target—Overwrites scenarios in the target.
    • Delete scenario in the target—Deletes scenarios in the target that aren't in the source.

    If needed, after you've defined the scenarios to copy, you can change the options on the Scenarios tab: Click Change Details next to the scenario, and select a new option.

  8. Define how to handle reports when copying to the target: On the Reports tab click Add Report Change Add Report, select the reports to copy to the target, select from the following options, and then click the confirm icon right icon:
    • Do not overwrite if the Report exists in the target - If the report already exists in the target, it is left alone.
    • Overwrite if the Report exists in the target - Overwrites existing reports in the target models.
    • Remove the Report - Removes the report from target models if it exists.

    If needed, after you've defined the scenarios to copy, you can change the options on the Reports tab: Click Change Details next to the report, and select a new option.

  9. Click Save and Close.