Managing Models and Nodes

Within the file group for a particular year's financial plan, you can define models per your organization's structure, and then add plan files for each node (unit) in your organization. You can associate the plan files (node) with the models.

A model is a group of nodes that share a balance sheet. After a model is created, you can change the model’s Status and you can change various settings for the model’s nodes using the Control Panel to Manage Nodes feature. For instructions on both, see Modifying node settings. You cannot copy or delete models.

Nodes can represent an entity, division, user-defined business group, strategic initiative, health plan, new debt, or a balance sheet within your organization. For more information, see B. Setup – Defining financial nodes and models.