Write Back Process in Dynamic Planning

There are two steps that need to be performed to complete the write back process.

• Create a valid Map from Dynamic Planning to Planful Structured Planning, Consolidation, or Reporting applications.

• Create a Calculation to execute the Map.

Valid Map

Create a map from your source model to the Structured Planning, Consolidation, or Reporting application's Financial model to complete the write back process.

1. In SpotlightXL, select the Model task and the Map subtask.

2. Configure the map with the following properties:

3. Target Model = HACPM_Financial

4. Type = Data

5. Source Model = <model where data is originating from>

6. Transfer = Leaf or All

7. Write Back Id = name of Data Load Rule created in Planful PCR Applications

8. Click Save.

Best Practices

• Ensure that the metadata for HACPM_Financial has been downloaded from your Planful Structured Planning, Consolidation, or Reporting applications so that the mapping is valid (for example, all members in the source model exist in the target model).

• Map all segments identified in your Planful Structured Planning, Consolidation, or Reporting applications.

• Ensure that the members for which you are mapping are consistent between HACPM_Financial and your Source model. For example, if you have 2 members (Office Supplies and Rent) under a parent called “Expenses” you will need to have the same two members in both the Source and the Target. See sample map below.Sample map definition in Dynamic Planning. Write Back Id is the name of the Data Load Rule defined in Structured Planning, Consolidation, or Reporting applications (such as Sample Rule).