Creating a Direct Access Model with PCR Substitution Variables and Derived Variables
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Creating a Direct Access Model with PCR Substitution Variables and Derived Variables

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Article summary

A user with Contributor or Power privilege can do the following steps. When creating and generating a new model with direct access to PCR, the Substitution Variables and Derived Variables are automatically created with the model.

In Practice

  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.
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  3. Give the model a name.

  4. Click the option for Direct Access to PCR.

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    A list of dimensions appears.

  5. Scroll down and click Save.
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  6. Now you see the model in the Model Manager window.
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  7. Click the More menu, and select Generate Model, then confirm Yes.

The Substitution Variables and Derived Variables are now available for use in reporting and analysis.

Note:
In a future release, the Substitution Variables will be visible in Model Manager.
Note:
When users make changes to the substitution variables in PCR, those changes are not automatically reflected in Dynamic Planning. To see the changes, the model must be refreshed. In a future release, changes in PCR substitution variables will be automatic in Dynamic Planning so that users have the latest substitution variables and their values in Dynamic Planning.

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