Create and manage custom models

You can create custom models to support different planning strategies, run parallel scenarios, and organize financial data independently of default models.

Create a new model

Follow these steps to create a custom model:

1. Go to Admin > Settings.

2. Select Models from the left navigation.

3. Click + ADD New in the top-right corner.

   

4. Enter the following details:

   • Model Code
     A unique identifier for the model.

     • Must start with a letter

     • Cannot contain spaces or special characters

     • Can include underscores (_)

   • Model Name
     A user-friendly name displayed across the application.

   • Description (optional)
     A short description to help identify the purpose of the model.

   • Type
     Select one of the following:

     • Spend

     • Budget

     • Forecast

5. Click Save

Once created, the model will be available across Designer, and Analytics.

Edit a model

You can update custom model details such as model code, name, description, or type::

1. Go to Settings → Models.

2. Locate the model in the list.

3. Click the edit icon under Actions.

4. Update the required fields.

5. Save changes.

Delete a model

To delete custom model,

1. Go to Settings → Models

2. Find the model you want to remove

3. Click the delete icon.

Related content

Working with models