Opening, Checking Out, and Deleting Models

You can check out a model, open a version, or work with a copy.

To open or check out a model:

1. From the Home page, click Strategic Modeling and then click Models.
2. Click the model you want to open, and from the Actions menu, select Open-Checkout, Open Model Version, or Open As Copy.

   When you check out a model or open a version, you can save changes to the data and the model. When you work with a copy of a model, you can't save changes to the data or the model.

3. If you checked out the model, after you make changes to it and save the changes, click Close to close the model. Then, select Check In to save the changes or Discard to discard the changes.

   If you selected Open as Copy, you can save your changes temporarily, but when you click Close to close the model, the model clses and the changes are not saved.

4. If you selected Open Model Version, you can see any versions created for that model. Select the model version you want to open, and then click Open as Copy.

   When you open a model verion as a copy, you can't save changes to the data or the model.

   Additionally, in the Open Model Version dialog box, you can:

   • Use the filter to filter the model versions as required.
   • Sort the model versions based on name and version creation date by using the arrows. This affects the display order in the model version list.

To delete a model, select it from the Models list, and then, from the Actions menu, click Delete. To delete a parent model and all of its descendants, select the parent model from the Models list, and then, from the Actions menu, click Delete Hierarchy.