Dynamic Planning Model Manager, Setup in Planful Applications

Overview

The Model Manager is a graphical method for creating, viewing, and maintaining the models in your application.

A Power user must enable the Model menu for Planful Structured Planning, Consolidation, and Reporting applications users.

Enabling the Model Menu

In Practice

1. Start Planful Structured Planning, Consolidation, and Reporting applications.

2. Select the Maintenance icon, then Overview.

3. Under Administration, select User Management.

4. Click the Navigation Role tab.

5. Click Navigation Access.

6. Select the Navigation Role for which you want to enable the Model menu.

7. Expand the Modeling list.

   You see that a new item has been added for the Model menu.

   

8. Check the Dynamic Planning box.

9. Click Save.

10. Repeat steps 6-9 for all other Navigation Roles that you want to have access to the Model Manager.

When you run Structured Planning, Consolidation, and Reporting applications now, Model is available on the Modeling menu.