Clone a cost model

If you want to create a new cost model based on an existing one, you can clone a cost model.

Before you begin

Role required: financial_analyst or financial_mgmt_admin

About this task

When you clone a Cost Model, all data related to cleansing conditions, allocations, buckets, IT chart of account segments and rollups are copied over to the new cost model. Allocation lines are not cloned. You still need to perform allocations to generate allocation lines and run reports on the new allocation data.

Procedure

  1. Open the Cost Models tab on the workbench.
  2. Click the clone icon for the cost model you want to clone. The Clone Cost Model window appears.
  3. Fill in the fields on the form (see table).
    Table 1. The Clone Cost Model form
    Field Description
    Name The name of the new cost model.
    Description A description of the new cost model.
    Clone From The cost model you are basing the new cost model on.
  4. Click Create. The cost model is now available for use.