Project Management

accessing data in another model
add link
adding another model to model flow
adding currencies
adding measures and calculations (user)
advanced features
allocation requirements
allowing project access
arithmetic growth
arithmetic operators
auto layout
automating tasks
backup location
backup
breaking up long period sets
cash balance calculations
changing consolidation calculation rules
changing model flow layout
changing model layout
cloning a project
collaborative development
comments
conditional logic
conditional logic
connecting dimensions
consolidated nodes
create jobset
create period set
create project
creating a link
creating a spalsh screen
creating measures at consolidation level
cross reference another model
cross reference measures
cross reference
cross reference
cube model setup
cube model
currencies
currency conversion requirements
currency definition for measures
currency dimension
currency trigger
custom mapping
data access in models
data entry
default column
default row
define dimensions
defining a link
defining measure calculations
defining measures
delegating spreadsheets
delete jobset
delete period set
delete project
deleting currencies
deleting project access
deploying spreadsheets
deployment
DEPRECIATION function
designing projects
developer access
dimension hierarchy
dimension lists
dimension order in models
dimension settings
dynamic mapping
editing a link
editing exchange rate tables
entering data
executing imports in a jobset
executing scripts in a jobset
extending a model logic (user)
filter view
finish model building
flow diagram
functions
geometric growth
grid
html splash page
IF function
IF logic function
importing measures and logic
input grid
input nodes
input spreadsheets
INT function
link properties
linking models
linking to a model in another project
locking models for input
managing a project
mapping dimensions
MAX function
measure attributes
measure calculations
measure comments
measure definition
MIN function
model building
model description
model flow considerations
model flow
model options
model workflow
modify jobset
modify period set
naming a model
normal view
overriding currency
period cumulation options
period lag
period lead
period sets
period sets
PREVIOUS function
PREVIOUS function
project infrmation
project management
project security
push method of linking data
removing measures from consolidation
removing measures
rename project
renaming a project
renaming measures
re-ordering measures list
repeating data
restore
restoring exchange rates for a project
review spreadsheets
ROUND function
ROUNDDOWN function
ROUNDUP function
running Jobsets
saving a link
saving measures and logic
saving model definition
schedule a jobset
selecting a period set
selecting period set (for model)
setting up measures
shortcuts
specifying selections for unconnected dimensions
splash screen
spreadsheet
SUM function
suppressing consolidation rules
suppressing consolidation
SWITCH function
SWITCH logic function
syntax for cross references
version
viewing and editing data (users)
virtual period definition
virtual periods
virtual view
workflow extension
workflow functions for users
workflow management
workflow status

Project Management

Projects provide the infrastructure for the development and management of applications within Cascade Planning. A project is effectively a container which contains the models, model definitions, data, links, reports and scripts for a particular application. Cascade Planning allows the flexibility to define projects that meet the specific application requirements. Individual projects can be backed up and restored, or 'cloned' as required.

Whilst a project is a container for everything related to a particular project, certain components of a project can be defined as 'Local' or 'Global'. The two key areas that this applies to are Period Sets and Currencies & Exchange Rates. If a project uses local Period Sets and Currencies, then the project owner can make changes to these components within the project without affecting other projects. If however a project uses global Period Sets and Currencies, then the models will refer to a common area shared by multiple projects. These common Period Sets and Currencies can be maintained and modified centrally, and any changes made will impact on any project that uses these global components.

To create or maintain global definitions, go to

Planning>System Common from the Planning tab.

To create or maintain local definitions, go to

[project name]>Modelling>Maintenance from the Project tab.

The following links explain how the various Project Management and System Common facilities work. Click on a link to go directly to that help page.

See also