About Creating and Managing Rules

Rules determine how data, such as revenue and expenses, can be pulled from a source location in the database and assigned to an allocation destination according to an optional driver.

For more information about rules, see About Rules.

Currently, Profitability and Cost Management offers several ways to create and manage rules. For example, the topics in this appendix describe how to create and manage rules with the Designer in the Models cluster, while Creating and Managing Rules with the Manage Rules Screen describes how to create and manage rules with the Navigator menu. You can also use the Mass Edit screen in the Application cluster to perform some rule editing and management tasks. Its user interface is similar to the Designer and you can apply many of the instructions in this appendix to it if you substitute Rules Outline for Waterfall Setup and Rules Express Editing for Mass Edit in these instructions.

Note:

The following topics describe how to work with rules using the Mass Edit features. For descriptions of legacy procedures to create and manage rules using the Navigator screens, see About the Manage Rules Screen.