Action Groups

In the Action Groups page, you can add custom action groups and group individual actions together. You can use Action groups to:

  • Map groups back to schedule lines in the main model.
  • Summarize reports based on the custom action groups.
  • Group actions.

These are the four predefined action groups:

  • Benefits: Empty by default, but includes any actions included in the group.
  • Position Summary: Includes Total Compensation, Benefits, and any other actions included in the group.
  • Salary: Includes Base Salary, Rate Change actions, and any other actions included in the group.
  • Total Compensation: Includes Salary group and any other actions included in the group.

The predefined groups cannot be modified or deleted.


Field Description
Add a group as a sibling to Position Summary.
Refresh the page to the last saved state. You are prompted if there are unsaved changes.
Calculate Calculate the selected version member and the top member in the primary dimension hierarchy.
/ Expand or contract the action group hierarchies.
Action Group Hierarchies List of action groups and the actions assigned to them. The list also displays actions that are not included in an action group. Use the Action Definition page to add or remove actions from the Position Summary hierarchy.
Unassigned Actions List of actions that have not been included in any group.
Name Specify a name for the action group.
Description Optional. Specify a description for the action group.
Display on Reports Select this check box to include the action group in the Summary Action Group list on the reports.
Save Save any changes.
Cancel Close the page. You are prompted if there are unsaved changes.


Right-click menu

In the right-click menu, you can add, copy, and delete action groups.

Option Description
Add Child Group Add an action group as a child of the selected action group.
Add Sibling Group Add an action group at the same level as the selected action group or action.
Copy Copy the selected action group or action.
Delete Group Delete the selected custom action group. This command is not available for actions or predefined action groups.
Paste as Child Paste the copied item, action group or action, as a child of the selected action group.
Paste as Sibling Paste the copied item, action group or action, as a sibling of the selected action group.
Ungroup Action Remove an action from an action group.