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
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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