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How to: Applications and Models

At its highest level, an instance of Planning Business Modeler consists of an application. Applications logically contain all components in Planning Server. You can perform complex planning, budgeting, forecasting, and other performance management functions by defining models, dimensions, data input assignment cycles, and associated business processes.

An application serves as the primary container for

  • All information that you must have to store and describe your business data

  • The processes that control data access

  • The security settings that define who can access your data definitions

Model sites are used to organize your application and data. Each application has one parent model site that contains predefined dimensions and global assumption models. All other model sites in the application are referred to as model subsites.

Model subsites represent the business structure of a company. They can be based on a company's reporting structure, financial processes, operational processes, and so on. For example, a company may create subsites that are based on divisions, on business units, or on security access restrictions that require separation of processes or functions.

Model subsites inherit some of the shared metadata that is associated with the parent model site. This includes models, dimensions, and dimension members. Additionally, model subsites might contain models, dimensions, or dimension members that are unique to that model subsite.

Finally, models are the most basic unit of data storage in Planning Business Modeler. They contain dimension member sets, which are user-defined sets of members.

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