Opening, Checking Out, Checking In, 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 Actions menu next to the model you want, and then select Open-Checkout, Open Model Version, or Open As Copy.

    Tip:

    You can filter models by Locked or Unlocked. You can search for models. When you search, a new column appears, Parent, which shows the hierarchical structure of the models in the search results.

    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. When you check out a model and make any changes to it, when you close the model tab, you get a Check-In Model message.

    Choose from the following options:

    • Check-in—Commit the changes to the model and close the tab.
    • Discard—Ignore the changes to the model and close the tab.
    • Cancel—Stay on the current page.

    Note:

    Checking in a model does not calculate scenarios. You must calculate scenarios before check-in. The grid displays the active scenario's calculation status.

    If you selected Open as Copy, you can save your changes temporarily, but when you close the model tab, the model closes 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 version 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.