You can create custom models for different financial scenarios and organize expenses separately from default models, planning strategies, and taxonomy structures.
Create a new model
To create a custom model:
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Go to Admin > Settings > Models.
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Select + ADD NEW.
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In the New Model dialog, enter the following information:
|
Field |
Description |
|---|---|
|
Model Code |
Enter a unique identifier. It must start with a letter, cannot contain spaces or special characters, and can include underscores. |
|
Model Name |
Enter the name displayed across Yarken. |
|
Description |
Optionally describe the model's purpose. |
|
Type |
Select Spend, Budget, or Forecast. |
|
Taxonomy Version |
Select the taxonomy structure to use for the model. |
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If you are creating a Spend model for AI-related Cloud spend, configure AI Model as required.
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Select Save.
The model becomes available in supported Designer and Analytics workflows.
Assign a taxonomy version
Each model has its own Taxonomy Version.
The available options include:
|
Taxonomy Version |
Description |
|---|---|
|
v4.0 |
Uses the TBM v4.0 taxonomy structure. |
|
v5.0.1 |
Uses the TBM v5.0.1 taxonomy structure. |
|
v4.0 and v5.0.1 |
Uses the combined taxonomy selection. |
|
AWM v0.5 |
Uses the AI Workforce Management taxonomy structure. |
The selected taxonomy determines which Cost Pools and Towers are available for the model in Yarken Designer.
For example, you can create one model using v4.0 and another using v5.0.1. When working in Designer, Yarken uses the taxonomy associated with the selected model.
Important: Select the taxonomy that matches the model's intended reporting and allocation requirements.
Review the assigned taxonomy
After creating a model, return to Admin > Settings > Models.
The Taxonomy Version column displays the taxonomy assigned to each model.
Use this column to verify that your models are configured with the intended taxonomy structures.
Create an AI Spend model
You can designate a custom Spend model as an AI Model. Use an AI model when you want to publish and analyze AI-related Cloud spend separately from broader Cloud spend.
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Go to Admin > Settings.
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Select Models from the left navigation.
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Select + ADD New.
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Enter the Model Code, Model Name, and optional Description.
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Under Type, select Spend.
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Turn on AI Model.
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Select the Taxonomy Version that applies to the model.
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Select Save.
Note: The AI Model setting applies to Spend models. When Cloud spend is published to an AI model, Yarken applies AI-specific publishing behavior. See Cloud Usage Data for the publishing workflow.
Edit a model
You can update custom model details such as model code, name, description, or type::
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Go to Settings → Models.
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Locate the model in the list.
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Click the edit icon under Actions.
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Update the required fields.
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Save changes.
Changes to a model type may impact how data is viewed and compared across Analytics and reports.
Delete a model
To delete custom model,
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Go to Settings → Models
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Find the model you want to remove
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Click the delete icon.
Deleting a model will remove all associated expenses and rules linked to that model.
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