Managing Data Update Rules

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You can update your company’s data in Planning Maestro by uploading new CIF (Centage Integration Format) Files with the necessary changes.

Example.png Example: If your company adds a new office, you can add the office as a new Member to your Base Structure Members file, and then re-upload your CIF Files to start budgeting for the new office in Planning Maestro.

Occasionally, you might want changes to Base Structures to be approved before they take effect in Planning Maestro. You can set up your account so that Planning Maestro accepts all changes, denies all changes, or waits for approval before implementing changes.

This document shows you, a Planning Maestro user, how to set up your data update rules in Planning Maestro.

Locating Data Update Rules

To manage your data update rules, open the Data Modeler module, connect to your Profile, and click on the Source Data icon ( Source_data.png ).

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Step 4: The Source Data page opens. Select the Data Update Rules tab.

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Step 5: The Data Update Rules tab opens. Use this tab to set up your rules for updated or new Base Structure Members.

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Setting the Rules

Step 1: Use the first set of options to determine the rules for updating Base Structure Members (for example, changing the name of an office in an Office Base Structure).

Base Structure Member Update – Select one of the following radio buttons:

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  • Accept all changes – Select this button to automatically accept updates to Base Structure Members.
  • Deny all changes – Select this button to automatically deny updates to Base Structure Members.
  • Wait for user input on changes – Select this button to require the first user who accesses the Data Modeler after an update to approve updates to Base Structure Members.

Step 2: Use the second set of options to determine the rules for adding new Base Structure Members (for example, adding a new product to a Product Base Structure).

New Base Structure Members – Select one of the following radio buttons:

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  • Accept all changes – Select this button to automatically accept new Base Structure Members.
  • Deny all changes – Select this button to automatically deny updates to Base Structure Members.
  • Wait for user input on changes – Select this button to require the first user who accesses the Data Modeler after an upload to approve new Base Structure Members.

Step 3: After you make your changes, click Save.

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  • A confirmation message appears.
  • Your changes are saved.

If you chose Wait for user input on changes for either section, the first user to open the Data Modeler after the changes must approve the changes.

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