Select the cog icon (
) in the Classic modeling interface to open the model settings bar.In the new modeling experience, navigate to the model settings bar on the left of the screen. If you want to learn more about the model settings bar in the new modeling experience, read Configure models.
Use the following options to configure your model:
Model area | Description |
Time | Set the calendar for your model, define time ranges, and choose a current period. |
Versions | Create versions to compare different scenarios in a model. |
Users | Control user access to a model. |
Contents | Organize a model's contents by role. |
Actions | Automate routine tasks in a model with actions, such as imports and exports. |
Source models | Choose alternative sources for model-to-model production data imports. |
Modules | Create modules to enter data and calculate values in a model. |
Dashboards | Publish module data to a dashboard to create a combination of user-friendly grids and charts. |
History | View a detailed audit trail for all changes in a model. |
Revision tags | Capture structural changes to a model with revision tags. |
Data tags | Group related information in a model with data tags. |
Lists and roll-ups | Create lists to group similar items in a model, such as product, employees, or regions. Create line item subsets to group line items from different modules into one list. |