Creating new rule groups and execution groups

A plan can map to only one rule group. Parameters in a rule can specify only a single plan. However, sometimes you may need to work with two plans simultaneously. For example, at the end of one year, you may be working on the plans for both the current year and the next year. In this case, you need to map each plan to a separate rule group, so that there are different parameters for each year.

In a new rule group, you can use new or existing execution groups, because execution groups can belong to multiple rule groups. Use the following general steps when creating a new rule group:

  1. Create the rule group.
  2. Create any new execution groups by manually copying each field from an existing execution group.

    If there are multiple default forecast execution groups, ensure that:

    • Each execution group has a unique name.
    • The rules in each execution group point to the correct budget.
    • When generating the forecast, the correct rule group that points to the appropriate execution group is referenced; this is done by changing the ruleGroupName parameters of forecast methods.

    For detailed instructions, see Copying Execution Group Parameters.

  3. Create any new rules.
The following examples illustrate when new rule groups and execution groups are required.