What are models
Models are reusable structures that organize your financial data across Spend, Budget, and Forecast scenarios.
Model allows you to:
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Separate actuals from planning data
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Run multiple planning scenarios in parallel
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Create and manage allocation strategies specific to each model
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Compare financial outcomes across different strategies
Why models matter
Models give you control over how data is structured and analyzed.
Instead of mixing all data into one view, you can:
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Keep actual spend separate from budgets and forecasts
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Compare multiple financial plans side by side
Default vs custom models
Yarken includes three default system models:
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Spend
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Budget
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Forecast
The default models cannot be edited or deleted.
You can also create custom models of the same types for additional planning scenarios.
Key concepts
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A model defines how data is grouped and analyzed
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Models apply to:
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Spend, budget, and forecast
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Rules and mappings across assets, cost pools, towers, solutions, and consumers
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Models do not apply to:
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Master data
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Assets
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Cloud consumption and mobile usage
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License usage (tenant, individual, and product)
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Accounts payable
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Companion metrics
Years are independent of models, but you can use multiple models within the same year. Both default and custom models are shared across all years, allowing you to apply the same model structure consistently.
How models work
Data separation by model
Each model maintains its own:
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Data
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Rules
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Mappings
This ensures:
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No unintended overlap
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Clean separation between scenarios
Publishing behavior
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Cloud spend → published only to the Spend model
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Budget data → published to the Budget model
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Forecast data → published to the Forecast model
Interaction with rules and mappings
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Rules and mappings (Cost Pools, Towers, Solutions, Consumers) are:
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Managed independently
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Usable across models
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You can:
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Copy rules and mapping between models
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Reuse allocation rules
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Upload rules behavior
Upload rules are:
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Independent of models
However, while loading spend, budget, or forecast data using upload rules:
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You can specify a Model filter
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If no model is selected → rules apply to all models
Next step
Create and manage custom models
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