About plan file processing queries

The Process Plan Files utility is used to refresh data in plan files and save the data and documents. The utility populates the plan files together with various data, such as historical data, driver data, and current data. The Process Plan Files default setting is to run all Axiom Queries. However, not all queries will execute in all instances.

When processing plan files, you can determine which processes are executed by viewing the Axiom Queries tab in the utility settings. You can change the settings but be careful when doing so, especially the first time you build plan files for a file group.

You can also open individual plan files and refresh them manually to populate them with data, but be aware that not all queries are configured to run manually. When building plan files, use the Process Plan Files utility to run all of the queries to ensure that all data is populated in the file. However, after plan files are built it is not necessary to rerun certain queries, such as those that populate files with historical data, because that data does not change during the Financial Planning Cycle. The Financial Planning templates are designed to determine which queries should continually refresh and to deactivate queries that no longer need to be rerun. This ensures that data that should remain static does not change throughout the planning cycle, and it reduces the time needed to recalculate plan files and update the data in the Financial Planning tables.