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Manage Tower rules

Once Tower rules are created, you can review, reuse, or remove them as needed. All Tower rule management actions are performed at the month level from the Towers landing page.

Edit Tower rules

What you can’t edit

  • Rules not created using GL as the source.

  • Auto-created rules from uploaded budget or forecast files (to remove, edit the source entries from Expenses).

  • Multi-Tower allocations created using an allocation file.

  • Rules pushed from cloud, budget, or forecast.

Note:

  • Only rules created using GL as the source can be edited.

If you need to update or refine the mappings, follow the below steps.

  1. Select a month you want to edit the rules and click ellipsis (…) menu.

  2. Select View Rules.

  3. On the TOWERS RULES tab, locate the mapping you want to edit and click edit icon under Action column. An edit confirmation popup appears.

Screenshot 2025-12-18 at 12.46.37 AM-20251217-191756.png

  1. Click OK to edit.

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The rule opens in the UNALLOCATED SPEND tab.

  1. To edit the rule, click EDIT RULE button. An Edit tower rule popup appears. You can modify, add or delete the rule conditions. Click SAVE button to save the changes on the popup.

image-20251217-192105.png


  1. (Optional) To change the tower, click dropdown arrow and select the tower from list.

  2. Click SAVE RULES to save the changes.

A Rules saved successfully message appears.

Edit a multi-Tower rule

You can edit a saved multi-Tower rule that was created through the direct manual Tower allocation workflow.

A multi-Tower rule can appear as separate rows for each Tower split. Related rows share the same Priority. When you edit one of these rows, Yarken retrieves all Tower splits associated with that Priority so you can update the complete rule together.

Procedure

  1. Select the required month and open View Rules.

  2. On the TOWER RULES tab, locate the multi-Tower allocation you want to update.

  3. Click the Edit icon for one of the rows in the rule.

    Image Oct 15, 2026, 04_51_41 PM-20261015-112145.png
    Tower splits that belong to the same multi-Tower rule share the same Priority and can be edited or deleted together.

  4. Review the existing Tower splits loaded for the shared Priority.

  5. Update the rule as required. You can change the Tower or Sub Tower, change allocation percentages, remove an existing Tower split, or add a new Tower split.

  6. Review the combined allocation and click SAVE RULES.

Important: The total allocation cannot exceed 100%. Yarken validates the combined portions before the rule can be saved.

Note: This edit workflow applies only to multi-Tower allocations created directly in Yarken. Multi-Tower allocations created using an allocation file are not editable through this workflow.

View Tower rules

Viewing Tower rules allows you to review how spend is currently allocated to Towers for a selected month.

Procedure

  1. Select the month tile you want to review.

  2. Click the ellipsis (… ) menu.

  3. Select View Rules.

The Tower Rules view displays:

  • Tower and Sub Tower assignments

  • Allocation type (single or multiple Towers)

  • Distribution path (to assets or solution offerings)

  • Allocated amounts and rule priority

  • Enabled status indicator — shows whether each rule is active or disabled

You can use this view to understand how spend is positioned before making changes.

Copy Tower rules to other year

Notes:

  • Existing Tower rules in the destination year are overwritten.

  • The enabled or disabled status of each rule is preserved when copying to another year. Disabled rules in the source year will remain disabled in the destination year.

This option applies the current month’s Tower rules to the selected year.

Procedure

  1. Select the source month tile.

  2. Click the ellipsis (… ) menu.

  3. Select Copy Rules To.

  4. Select destination year.

  5. Click COPY RULES.


Duplicate Tower rules

This option is useful when you want to create a similar rule with minor modifications.

Procedure

  1. Select the month tile containing the rule you want to duplicate.

  2. Click the ellipsis (… ) menu.

  3. Select View Rules.

  4. On the TOWERS RULES tab, locate the rule you want to duplicate.

  5. Click the Duplicate icon under the Action column.

    image-20260511-103211.png

  6. A confirmation popup appears. Click OK to proceed.

Notes:

  • The duplicated rule is assigned the next priority by default. Use Sort to reorder if needed.

  • The enabled or disabled status of the original rule is preserved in the duplicated copy.

Delete Tower rules

Note:

  • Only rules created using GL as the source can be deleted.

  • Auto-created rules from uploaded budget or forecast files cannot be deleted. To remove these entries, delete the source entries from the Expenses.

  • When Tower rules are deleted, the associated allocated spend for that rule is also removed.

  • The multi-Tower edit/delete behavior described below applies only to allocations created directly in Yarken. It does not apply to multi-Tower allocations created using an allocation file.

Deleting Tower rules removes all Tower-level allocations for a selected month.

Deleting all rules for a month

  1. Select the target month tile.

  2. Click the ellipsis (… ) menu and choose Delete Rules.

  3. Confirm the action.

All rules for the selected month are deleted, and the allocation is reset.

Deleting an individual rule

  1. Select the target month tile.

  2. Click the ellipsis (… ) menu and choose View Rules.

  3. In the TOWERS RULES tab, locate the rule you want to remove.

  4. Click the Delete icon for that rule.

  5. Confirm the deletion.

For a single-Tower rule, Yarken removes the selected rule. For a manually created multi-Tower rule, Yarken identifies all Tower splits with the same Priority and removes them together. This deletes the complete multi-Tower allocation rather than only the selected split row.

Note: Deleting a manual multi-Tower rule removes all split rows associated with the same Priority.

Sorting Tower rules

Sorting the mapping rules allows you to change the execution order of the rule. You can define the priority and specify which rules will be executed in which order.

To sort,

  1. Select a month you want to edit the rules and click ellipsis (…) menu.

  2. Select View Rules.

  3. On the TOWERS RULES tab, click ellipsis (…) menu at upper-right corner and select Sort.

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A Sort Rules popup appears.

  1. On the popup, drag and drop to reorder them, or use Move to Top, Move to Bottom, or Move to Position.

  2. Click APPLY SORT.

The rule priority will change after applying the sorting.

Download Tower rules

You can download Tower rules for offline review or audit purposes.

Procedure

  1. Select the month tile.

  2. Click the ellipsis (… ) menu.

  3. Select Download Rules.

The Tower rules are downloaded in CSV format.

Enable or disable Tower rules

You can enable or disable individual Tower rules to control whether they are applied during allocation processing.

Procedure

  1. Select the month containing the rules.

  2. Click the ellipsis (…) menu and select View Rules.

  3. On the TOWERS RULES tab, locate the rule.

  4. Toggle the Enabled switch.

    • Enabled (default): The rule participates in Tower spend allocation.

    • Disabled: The rule is skipped during processing.

Notes:

  • Disabled rules are not evaluated during data reloads — spend matching those criteria remains unallocated at the Tower level unless another rule captures it.

  • The enabled/disabled status is preserved when rules are copied, duplicated, exported, or imported.

  • When you download Tower rules, the exported CSV includes a Rule Enabled column.

Related content

Towers

Tower rules