Table of Contents

Setup

Overview

Enables setup of input models for the finance advanced input module.

Use the New button to create a new model. Once created, the model will appear in the model filter, select it to view and edit it's configuration.

The model configuration consists of a dimension setup, an engine selection and (for the engine(s) selected a column setup in which visibility, heading and whether input is optional or not can be controlled).

Note that the Publsihed checkbox controls whether any input data given to the model is taken into account in the plan data or not.

  • Use the Open button to open the selected model (same effect as refreshing the browser window and selecting the model).
  • Use the Edit button to rename the model.
  • Use the Delete button to delete the model. Note that when deleting a model, any input data will also bet deleted.

How to`s


Applies to: img Planner 5.3.0 or later