Orchestrate Load Measures Processes

This topic provides steps to load measures between plans or within a plan using the Orchestrate Load Measures Processes scheduled process.

Note: Before you copy the measure data, ensure that the source and target plans have run without any errors. Also ensure that the measure copy set has been created on the Load Measures from Other Plans page.

1. In the Scheduled Processes work area, click the Schedule New Process button on the Overview page.

2. In the Schedule New Process dialog box, search for and select Orchestrate Load Measures Processes, and then click OK.

3. In the Process Details dialog box, Basic Options section, do the following:

   1. From Plan: Select a source plan name.

   2. To Plan: Select a target plan name.

      You can select the source plan as the target plan if you want to copy measure data within the plan.

   3. Measure Copy Set: Select a measure copy set.

      If you're copying measure data within the plan, the source measure and target measure in a row of the measure copy set can't be the same.

   4. Create new combinations: Optionally, select the check box to insert new combinations in the target plan.

      When you're copying measure data between plan types, if you select this check box, source plan combinations are created in the target plan if they don't already exist there before the measure data is copied. If you don't select this check box, source plan combinations aren't created in the target plan if they don't already exist there, and measure data isn't copied for these combinations.

4. Click the Advanced button and navigate to the Schedule tab. You can set up the process to run as soon as possible or establish a schedule.

5. When done, click Submit.

   The Confirmation dialog box opens and displays the process number. You can use this process number to search for the process result in the Scheduled Processes work area.