Schedule a job task

A job in PerformancePoint Planning Business Modeler is an automated system task, such as loading data, running rule sets, or sending notifications, that does not require user interaction.

To perform a task by using a job, you must:

  1. Choose a job template - Decide which job template matches the task that you want to do.

  2. Define the job - Create a formal internal specification for the job in Planning Business Modeler, and associate the job with a business process cycle.

  3. Schedule a job task - Specify the action that you want Planning Business Modeler to do, such as create an instance of the job or run the job, and specify when you want the task performed. You can also run the job manually from Planning Business Modeler or from PerformancePoint Add-in for Excel

Important: To schedule a job task, you must have permission to run the job that was specifically assigned to you by an administrator. To view the results of the job, you must also have Read permissions for the PerformancePoint Server application database. If you do not currently have Read permission for the database, talk to the PerformancePoint Planning Server Data Administrator.

What do you want to do?

Learn about predefined job templates

Define a job

Schedule a job task

Learn about predefined job templates

A job template is a file that defines properties and specifications for a job. Planning Business Modeler stores the information that the template provides as the job definition. After you define a job template, you can use it to run a job any number of times.

Planning Business Modeler includes several predefined job templates. One of them, the Calculation Rule job template, enables you to create a custom job that runs a procedural rule or rule set.

The following table describes the job templates in Planning Business Modeler.

Job template


Calculation Rule

Defines a job that runs a user-selected rule or rule set.


Defines a job that performs financial consolidation with shares calculation.

Currency Translation

Defines a job that performs currency conversions.

Data Export

Defines a job that exports data to an external data destination.

Data Load

Defines a job that loads data into the application database.

Data Movement

Defines a job that moves data between models according to the requirements of a model association.

Intercompany Reconciliation

Defines a job that identifies intercompany transactions.

Shares Calculation

Defines a job that calculates ultimate percent of ownership and ultimate percent of consolidation.

For more information about job templates, see Create a job template.

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Define a job

To define a job in Planning Business Modeler, you must create a job definition and then add it to a process scheduling cycle as a scheduled job. To learn more about process scheduling cycles, see Create a recurring cycle.

To create a job definition:

  1. In the Workspace Browser pane, click Process Management.

  2. Double-click the process scheduling cycle to which you want to add the job.

  3. In the Process Management workspace, click the Scheduled Jobs tab.

  4. In the Schedule Job Tasks pane, click Schedule a Job to open the Create a Job Definition wizard.

  5. In the Name the Job page, do the following:

    1. Type a name for the job in the Name box.

    2. Type a unique label for the job in the Label box.

      Important:  For more information about restrictions on names and labels, see About names and labels.

    3. (Optional) Type a description of the job in the Description box.

    4. Under Owner, click the ellipsis button [...] to open the Select Owner dialog box. Select the name of the job owner, click Add Selected, and then click OK.

    5. Click Next to continue.

  6. In the Select a Job Template page, do the following:

    1. In the Job type drop-down list, select the type of template that you want to use. To review a description of the job template types, see Learn about predefined job templates.

    2. In the Job template table, select the specific job template that you want to use. For information about how to create a job template, see Create a job template.

    3. Click Next to continue.

  7. In the Select Job Properties page, for each property listed in the Property column, type or select the desired value in the Value column. After you specify all the values, click Next to continue.

    The options that appear on the Select Job Properties page depend on the kind of job template that you select. To learn more about job-specific properties, click the link in the following list that corresponds to the kind of job that you want to run.

    1. About properties for a Calculation Rule job

    2. About properties for a Data Export job

    3. About properties for a Data Movement job

  8. In the Schedule the Job page, do one of the following, and then click Next:

    1. Click Start date and time to schedule a date and time for the job to run.

    2. Select Start job manually if you want to have the flexibility to run the job at any date and time that you select.

  9. In the Review and Create page, review the settings and then do one of the following:

    1. If you want to modify a particular setting, either click the Back button or use the list of pages to select the page that you want to modify.

    2. If the settings are correct, click Finish to save the job definition.

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Schedule a job task

Important: You must have Modeler or Data Administrator permissions to add a job to a process scheduling cycle, or to modify an existing job.

To run a job, or to perform a job management task such as create a job definition, you must schedule a job task to perform that action by doing the following in Planning Business Modeler:

  1. In the Workspace Browser pane, click Process Management.

  2. In the Process Management workspace, select Jobs in the View drop-down list.

  3. In the list of jobs that is displayed, click the job that you want to modify.

  4. In the Schedule Job Tasks pane, click Available Actions.

  5. In the Select action drop-down list, select the action that you want to take.

    Create a job definition

    The following table shows the job tasks that are available for scheduling when you first create a job:

    Job task



    Creates a job instance from a job definition. When you select this action, you have the option of selecting the user or users to whom this job will be available. If you do not specify a user, the job instances will be generated for the owner of the job.


    Deletes the job definition and all associated components. This is available only to the owner of the job or the owner of the cycle to which this job definition belongs.

    Create a job instance

    The following table shows the job tasks that are available for scheduling when you work with an instance of a previously created job.

    Available action



    Stops an in-progress job from running.


    Deletes the job instance, and cannot be undone. This option is available only to the owner of the job instance.

    Note: Use this option to delete an instance of a job that is owned by a user whose role has changed, or who has been removed from a role.


    Starts running the job.


    Schedules the job to automatically run at the scheduled time.


    Moves the job to the Not Started state and sets the date field to null.

    Planning Server might require additional information for some job tasks. In that case, Planning Business Modeler displays a Parameters table that lists the parameters that require more information. For each parameter, select a value from the list that is displayed in the table.

  6. (Optional). In the Comments box, type any remarks. For example, you might note any special circumstances that you encountered, or specify an important reference. Click OK to save your changes.

  7. (Optional). From the View menu, click Refresh.
    When you click Refresh after you perform an action for a job, Planning Business Modeler updates the job definition on Planning Server. You cannot view the result of an action unless you update the job definition. This helps to prevent conflicts between the action and any subsequent changes that you might make. To update the job definition, select Refresh from the View menu.

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