Creating a Direct Access Model to PCR Model

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Article Summary

This article provides a complete, step-by-step guide to creating a Direct Access model linked to the PCR model in Planful. It explains how to create and configure the model in Spotlight Web, select the Financial cube, define dimensions, and generate the model to automatically access PCR attributes, enabling users to efficiently build reports using financial data from the PCR reporting area.

eddy_summary: Learn how to create a Direct Access model to the PCR model in the Dynamic Planning module.
eddy_keywords: direct access model, PCR model, Spotlight Web, financial cube, model manager, PCR attributes, dynamic planning, create model
eddy_intent: How-to
eddy_module: Dynamic Planning
eddy_synonyms:
direct access model = PCR model link, Spotlight model connection
financial cube = reporting cube, financial data source
PCR attributes = reporting fields, financial attributes
eddy_questions:
- How do I create a direct access model to PCR?
- What cube should I select when creating a financial model?
- Where do I find PCR attributes in the model manager?
- What steps are needed to generate the PCR-linked model?

A user with Contributor or Power privilege can do the following steps. A Direct Access to PCR model provides an automatic connection to the Financial Reporting Area in PCR.

How to Create a Direct Access Model in Spotlight Web?

  1. While logged into Planful applications, select Model from the Dynamic Planning icon.
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  2. Click the + Circle icon to create a new model.
    newcirc1.png

  3. Give the model a name.

  4. Select Cube as Financial. A list of dimensions appears.

  5. Click Create.

  6. Now you see the model in the Model Manager window.

  7. Click the More menu, and select Generate Model, then confirm Yes. Now you see that the PCR Attributes have been added to the model box, and they are now available for your use.

You are done, and now you are ready to begin reviewing the data and building reports.