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Predefined job templates

  • Article

To speed up job definition, assignment, and completion, Planning Business Modeler includes several predefined templates for jobs that perform common business tasks.

In This Section

  • About Consolidation jobs
    Describes the template for defining jobs that perform financial consolidation with shares calculation.
  • About Data Export jobs
    Describes the template for defining jobs that export data to an external data destination.
  • About Data Load jobs
    Describes the template for defining jobs that load data into the application database.
  • About Data Movement jobs
    Describes the template for defining jobs that move data between models according to the requirements of a model association.
  • About Shares Calculation jobs
    Describes the template for defining jobs that calculate ultimate percent of ownership and ultimate percent of consolidation.

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    Provides links to information that is required to export data with an Outbound rule. This includes background information about model properties and dimension structures, and systematic procedures for performing required tasks.
  • How do I customize a Currency rule template?
    Provides links to information that is required to convert currencies with Currency Translation rule. This includes information about how to customize the rule template, background information about model properties, and systematic procedures for performing required tasks.
  • How do I customize an Intercompany Reconciliation template?
    Provides links to information that is required to perform intercompany reconciliation. This includes information about how to customize the rule template, background information about model properties, and systematic procedures for performing required tasks.