About the Actions menu in Planning Business Modeler

The Actions menu, which is located on the menu bar of PerformancePoint Planning Business Modeler, gives you quick keyboard access to the main tasks, dialog boxes, and wizards in the application. To display the Actions menu, press ALT+A. The options that are available on the Actions menu change, depending on the workspace or page where you are working. This topic describes the options as they appear in each workspace or page.

When you select one of the options on the Actions menu, the related dialog box or wizard opens, and the first section, link, or item in that area is highlighted. After you are working in the selected area, you can use the standard keyboard shortcuts that are available in Microsoft Windows-based operating systems. For more information about these keyboard shortcuts, look in the Help that is available on your desktop.

In this topic

In the Site Summary workspace

In the Models workspace

In the Dimensions workspace

In the Forms and Reports workspace

In the Process Management workspace

In the Security and Roles workspace

In the Associations workspace

In the Site Summary workspace

When the Site Summary workspace is displayed, the Actions menu lists the following tasks and keyboard shortcuts.

Menu item

Press

Create an Application

A or a

Create a Model Subsite

  • M or m

Delete Application

T or t

Delete Model Subsite

O or o

Save Model Site

S or s

Deploy Model Site

D or d

Close Model Site

E or e

For more information about this workspace, see About the Site Summary workspace.

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In the Models workspace

When the Models workspace is displayed, the Actions menu lists the tasks and keyboard shortcuts that are shown in the following table.

Menu item

Press

Create a Model

M or m

Create an Association

A or a

Synchronize all models to staging area

Z or z

In the Summary, Model Properties, and Business Rules pages

When the Summary, Model Properties, or Business Rules pages of the Site Summary workspace are displayed, the Actions menu lists the tasks and keyboard shortcuts that are shown in the following table.

Menu item

Press

Create a Model

M or m

Manage Model Dimensions

D or d

Manage Assumptions

A or a

Schedule Current Model Updates

H or h

Check In/Check Out

I or i

Cancel Check Out

C or c

Save This Model

S or s

Reprocess Model Data

R or r

Delete Model

E or e

Rules

U or u (see the following table for keyboard shortcuts for the menu that appears when you click Rules)

Synchronize all Models to Staging Area

Z or z

Load This Model from Staging Area

L or l

For more information, see About the Business Rules page.

The following table includes a list of keyboard shortcuts for the items that are on the menu that appears when you click Rules on the Actions menu.

Menu item

Press

Create a New Rule

R or r

Create a New Rule Set

S or s

Import Rules

I or i

Export Rules

E or e

Deploy Rules and Variables

D or d

Validate All Rules

V or v

Parse Rule Set or Rule

P or p

Validate Rule Set or Rule

A or a

Execute Rule Set or Rule

X or x

Delete Selected Object

B or b

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In the Dimensions workspace

When the Dimensions workspace is displayed, the Actions menu lists the tasks and keyboard shortcuts that are shown in the following table.

Menu item

Press

Synchronize This Dimension to Staging Area

D or d

Create a Dimension

C or c

Extend the Calendar

Z or z

For more information about this workspace, see About the Dimensions workspace.

In the Summary, Member Maintenance, and Member Sets Maintenance pages

When the Summary, Member Maintenance, or Member Sets Maintenance pages of the Dimensions workspace are displayed, the Actions menu lists the tasks and keyboard shortcuts that are shown in the following table.

Menu item

Press

New Sibling

S or s

New Child

C or c

Indent

O or o

Outdent

No shortcut available

Move Up

U or u

Move Down

D or d

Delete Member

E or e (This permanently deletes the member from the dimension. You will no longer be able to add it to a member set.)

Remove Member

R or r (This removes the member from the selected member set, but the member will remain in the All Members member set.)

Expand All

X or x

Collapse All

O or o

Bulk Edit

No shortcut available

Synchronize This Dimensions to Staging Area

Z or z

Load This Dimension from Staging Area

L or l

Add as Sibling

No shortcut available

Add as Child

H or h

Delete Current Member Set

T or t

For more information about these pages, see the following topics:

About the Dimension Summary workspace

About the Member Maintenance workspace

About the Member Sets Maintenance workspace

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In the Forms and Reports workspace

When the Forms and Reports workspace is displayed, the Actions menu lists the tasks and keyboard shortcuts that are shown in the following table.

Menu item

Press

Delete This Form

D or d

Edit Form Properties

E or e

View This Report in Browser

V or v

For more information about this workspace, see About the Forms and Reports workspace.

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In the Process Management workspace

When the Process Management workspace is displayed, the Actions menu lists the tasks and keyboard shortcuts that are shown in the following table.

Menu item

Press

Create a Cycle

C or c

Schedule a Job

S or s

For more information about this workspace, see About the Process Management workspace.

In the Summary, Forms Assignment, and Scheduled Jobs pages

When the Summary, Forms Assignment, or Scheduled Jobs pages of the Process Management workspace are displayed, the Actions menu lists the tasks and keyboard shortcuts that are shown in the following table.

Menu item

Press

Create a Cycle

C or c

Edit Cycle Properties

P or p

Assign Forms

F or f

Edit Assignment

A or a

Schedule a Job

S or s

For more information about these pages, see the following topics:

About the Process Management workspace

About the Forms Assignment workspace

About the Scheduled Jobs workspace

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In the Security and Roles workspace

When the Security and Roles workspace is displayed, the Actions menu lists the tasks and keyboard shortcuts that are shown in the following table.

Menu item

Press

Create a Business Role

R or r

Add or Remove User Administrators

U or u

Add or Remove Data Administrators

D or d

Add or Remove Modelers

M or m

For more information about this workspace, see About the Security and Roles workspace.

In the Summary, Roles, and Users pages

When the Summary, Roles, or Users pages of the Security and Roles workspace are displayed, the Actions menu lists the tasks and keyboard shortcuts that are shown in the following table.

Menu item

Press

Create a Business Role

R or r

Add or Remove User Administrators

U or u

Add or Remove Data Administrators

D or d

Add or Remove Modelers

M or m

Add or Remove Users for This Business Role

T or t

Delete This Business Role

D or d

Edit the Role Default Permissions

E or e

For more information about these pages, see the topic About the Security and Roles workspace.

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In the Associations workspace

When the Associations workspace is displayed, the Actions menu lists the task and keyboard shortcut that are shown in the following table.

Menu item

Press

Create an Association

A or a

For more information about this workspace, see About the Associations workspace.

In the Summary, Dimension Associations, and Member Associations pages

When the Summary, Dimension Associations, or Member Associations pages of the Associations workspace are displayed, the Actions menu lists the tasks and keyboard shortcuts that are shown in the following table.

Menu item

Press

Create an Model

A or a

Available Actions

S or s

Save Association

No shortcut available

Check In/Check Out

I or i

Cancel Check Out

C or c

Delete Assocation

D or d

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