Create a Control Set

Prerequisites

To edit controls in Planning and Consolidation Administration, you must have the Edit Controls Manager right. You can go to Start of the navigation path Security Next navigation step Task Profile End of the navigation path to create and assign corresponding tasks to teams or users.

Context

A control can be assigned to more than one control set.

Procedure

Select Planning and Consolidation Administration Rules Controls.
In the Controls page, select the model where you want to add the control set and click Edit Sets in the toolbar. Alternately, click the number in the Sets column corresponding to the model where you want to add the control set.
In the Control Sets: <Model name> page, click New in the toolbar.
Specify a name and a description for the control set.
To add controls to the control set, click Add/Remove in the toolbar.
In the Add/Remove Controls dialog box, use the arrows to move controls from the Available Controls list into the Selected Controls list, then click OK.
Save the control set.