Creating a Direct Access Model to PCR 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.
   
   

2. Click the + Circle icon to create a new model.
   
   
   

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.