Macros overview

Macros consist of a set of predefined commands required to automate tasks . For example, you can insert data from the last period's published scenario to the current scenario, or you can run an interface service to load data from an external system.

However, some predefined macros run automatically, when a user:

  • Starts a new cycle period
  • Creates a new scenario
You can run a macro manually using the Execute Macro option from the toolbar. This table describes the types of macros you can execute from different locations:
Page Name Macro types available for execution Default value
Cycle Period list System only System
Cycle Period details Cycle Period and System Cycle Period
Scenario details Scenario, Cycle Period and System Scenario
Worksheet (accessed from any worksheet toolbar) Scenario, Cycle Period and System Scenario
Plansheet Planning Engine and System Planning Engine
Planning Engines list System System
Planning Engine details Planning Engine and System Planning Engine
To run a macro at a scheduled date and time, use the external macro tool.