Create a job template

In PerformancePoint Planning Business Modeler, a job is an automated system task that does not require user interaction. Different jobs perform different tasks; for example:

  • A Consolidation job runs a statutory consolidation process.

  • A Currency Translation job converts currency for an entity to a different exchange.

  • A Data Movement job copies specified data from a source model to a target model.

A job template is a collection of information that defines a job; for example the name and label of the job, its start and end times, and any other information that is required to run the job. Planning Business Modeler includes predefined job templates that define common business tasks such as data export, consolidation, and data movement through model association.

In addition to using the predefined templates, you can create a customized job template to define a Calculation Rule job that runs one or more business rules or rule sets.

What do you want to do?

Review predefined job templates

Create a custom job template for a Calculation Rule job

Delete a job template

Review predefined job templates

To save time, Planning Business Modeler includes a collection of predefined templates that you can use to run jobs that perform common business tasks.

Predefined job template



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.

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Create a custom job template for a Calculation Rule job

The Calculation Rule job is a way to run a selected rule or rule set by using a job template. A Calculation Rule job is useful when you want a surrogate user to be able to run a rule or rule set. A person who is assigned a Business User role does not have permission to run a rule or rule set directly from Planning Business Modeler, but they can run a Calculation Rule job that is based on a job template.

Note: To create a job template, you must have Modeler permissions. Typically, a modeler creates a job template and then assigns the job to someone who has a Business User role to complete the job. That user must have permission to run the job and Read permissions on the PerformancePoint Planning Server system database. Otherwise, the user cannot see the results of the job. If the users who must complete the job or view the results do not currently have Read permission on the database, talk to the Planning Server data administrator.

To create a custom job template for a Calculation Rule job:

  1. In the Workspace Browser pane, click Models.

  2. In the model site workspace, double-click the model that includes the rule or the rule set that you want to use in a job.

  3. Click the Business Rules tab to open the workspace and display a list of rules that are defined for the selected model.

  4. Select the rule set or rule for which you want to create a job template.

  5. In the Model Tasks pane, click Create Job Template for Rule Set or Rule.

    Note: This displays a Messages screen that displays a list of errors or warnings, if any, about the job template creation.

  6. Click Save this model to save the template and to make it available when you define or schedule a job task.

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Delete a job template

You cannot delete a job template if it is being used by any active job definition or job instance. In other words, to delete a job template, any jobs that use the template must be inactive. Otherwise, Planning Business Modeler displays an error message.

Note: You cannot delete a predefined job template.

To delete a job template that is not active, take these steps:

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

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

  3. In the Process Scheduling Tasks pane, click Delete a Job Template to open the Delete Job Template dialog box.

  4. In the Job Templates table, select the template(s) that you want to delete. You can select as many of the listed job templates as you want to delete.

  5. Click OK to complete the deletion.

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