Performing a Simple Copy (Create New) of a Planning Area

Objective

After completing this lesson, you will be able to perform a simple copy

Create New (formerly Simple Copy)

You cannot use the copy functions to copy forecasts, favorites, or user-defined filters.

To access the copy functions, use Planning Areas Model Configuration app in the Model Configuration group, select your planning area, choose Copy from the toolbar and then Create New or Create New with Dependencies as required.

Planning Area

The simple copy function allows you to create a new planning area by copying the following data from the source planning area:

  • Planning area — time profile associations

  • Planning area details

  • Planning area — attribute associations

  • Planning levels associated with the planning area

  • Planning level — attribute associations

  • Key figures associated with the planning area

  • Versions associated with the planning area

  • Snapshots associated with the planning area

  • Planning operators

Master data types, time profiles, and attributes associated with a planning area are not copied.

Demonstration: How to Perform Copy Option Create New

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