Managing Metadata with Model Change Management

Use Model Change Management to copy metadata from a source model to one or more target models.

Organizations work with different models to perform their strategic planning. Some models might be more granular, and others might focus on a specific territory or region. Typically, many of the models have a similar structure. For example, custom dimensions, accounts, scenarios, and time periods might differ only slightly. You can create a master source model in which you build the master structure of accounts, account groups, custom dimensions, time structure, and scenarios. You manage metadata by copying all or part of the metadata from this source model to one or more target models. You can also copy incremental changes from the source model to the target models.

To use model change management, first create a base model to use as the source. The source model should include the accounts, account groups, custom dimensions, time structure, and scenarios that you want to copy to any target models. After a source model is created, you can use Model Change Management to copy any of the metadata to one or more target models.

Overview of steps in Model Change Management:

1. Create the Model Change Management definition by selecting one or more target models.

   See Defining Target Models for Model Change Management.

2. Define the metadata to copy:
   • Accounts and account attributes
   • Account groups
   • Custom dimensions
   • Time
   • Scenarios

   See Defining Metadata to Copy with Model Change Management.

3. Run Model Change Management to copy the metadata from the source model to target model or models.

   See Copying Metadata from Source to Target.

4. If needed, you can edit or delete a Model Change Management definition.

   See Editing or Deleting a Model Change Management Definition.

Videos

Your Goal	Watch This Video
Learn about copying subaccounts and account attributes with Model Change Management.	Copying Subaccounts and Account Attributes with Model Change Management in Enterprise Planning Cloud.
Learn about copying account groups with Model Change Management.	Copying Account Groups with Model Change Management in Enterprise Planning Cloud.
Learn about copying scenarios with Model Change Management.	Copying Scenarios with Model Change Management in Enterprise Planning Cloud.
Learn about copying time periods with Model Change Management.	Copying Time Periods with Model Change Management in Enterprise Planning Cloud.

Tip:

When copying accounts, account groups, scenarios, and reports, Strategic Modeling attempts to match the order of items in the target model as closely as possible to the order in the source model.