Defining Rule Sets (Designer)

Rule sets help organize allocation and calculation rules in several ways (Working with Rule Sets on the Designer Screen).

To define a rule set for one POV of an application:

1. On the Home page of an application with data, click Models, .
2. Click Designer, .

   The Designer screen opens. If it's not already open, display the Waterfall Setup page.

3. Use the POV bar to select a year, period, scenario, and status of rule data for editing, then click (Refresh), and then (Create).
4. Click Rule Set, not Rule Sets.

   The Create Rule Set screen opens.

   Figure A-2 Create Rule Set Screen

   
   
   
5. Enter a name for the rule set.
6. Optional: In the Description box, enter a description of the rule set. Using clear descriptions is highly recommended.
7. Enter a Sequence number to determine the order in which the rule set runs.
8. Optional: Select Enabled to indicate that the rule set is active when the calculation is performed.
9. Select one of the calculation options to indicate how the rule set calculations should run:

   • Serial Execution, the default, runs all rules in the rule set sequentially, depending on their sequence number.

   • Parallel Execution runs rules with the same sequence number at the same time if computer hardware supports that.

   • Iterative Execution runs the rule set multiple times in sequence; Number of Iterations indicates the number of iterations to run.

     These settings support reciprocal allocations.

10. If selected, Use Global Context indicates that the global context should be applied to the current rule set, if one hs been defined.
11. Optional: Define a rule set context to apply dimension defaults to all rules in the rule set (Defining and Managing Rule Set Contexts).
12. When the rule set definition is complete, click Save or Save and Close.

• To define a rule set context and set defaults for all rules in the rule set, see Defining and Managing Rule Set Contexts.

• To edit and delete rule sets, see Managing Rule Sets.