Key Components
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Last updated
To have a better understanding about modelling in JustPerform, let's understand the following key components & their purpose within the Platform related to modelling.
Workspace refers to a designated area or environment created for building and managing the business processes within the organization.
It provides a collaborative and organized space for the financial process & all the related activities to support the process, allowing users to build their financial models, collaborate with team members, and access the necessary tools and resources within the platform.
Spaces are created within workspace, meant for capturing specific processes or subprocesses.
Space can refer to a logical or physical container that represents a designated area for organizing and managing data, models, and configuration required for the processes to be embedded within the space. It refers to a logical or organizational process that represents a specific project, or modeling domain.
Purpose of space is to collaborate & deploy business processes with specific groups of people within a particular workspace.
Workspace consists of one or more spaces with each space comprising of processes addressing different business use cases like Financial Planning, Consolidation, & other FPA Solutions.
Apps are specialized tools within a workspace that enable users to create models, rules, sheets, and more while sharing common fields, permissions, and processes. Each app serves as a container for specific processes, such as manpower planning, and can be customized to meet the unique needs of its users. Apps also offer the ability to restrict access, ensuring that sensitive information is only accessible to designated app owners. This functionality is especially valuable when certain data need to be protected even from workspace administrators or owners, providing an additional layer of security.
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Field is a collection of related data members, which represents one aspect of a business or organization unit like - chart of accounts, company, products, or currency. Fields are structure within a broad group of data about a significant business aspect. They contain the master data, text, and hierarchical data for each of the business structures. When used in building models, feilds are referred to as Dimensions.
A functional area denotes a particular domain or category within an organization that encompasses related processes, tasks, and responsibilities. It represents a distinct area of functional expertise or focus, such as finance, human resources, marketing, or operations. For example, the functional area of finance includes activities related to budgeting, financial analysis, and accounting.
Within can create folder for better organization
Boards are like a blank canvas where sheets and snippets can be added. Along with that, they also enable addition of text boxes which support rich text and multimedia. The objects on the board can be rearranged, resize, added, removed and traced back to the source.
Sheets are a simple way of cresting reports and updating data. Sheets represent data in a tabular format. Fields can be arranged as rows, columns and filters and data can be updated accordingly. Web reports and visuals can be created on top of these sheets. Along with fields, sheet can have multiple metrics of different types. These metrics can be used to manipulate data as well as share values between sheets.
Models serve as the fundamental framework for storing, processing, updating, and visualizing data within JustPerform. Functional areas envelop Models that, in turn, house standard models, virtual models, and journals. This structure enables a professional and organized approach to managing data within the system.
Standard Models function as structured tables that store data within the system, featuring pre-defined dimensions that are already integrated into the framework. These models provide a foundational structure for organizing and manipulating data effectively. They offer a consistent and standardized approach to data management, enabling users to work with predefined data dimensions.
Virtual models, built on top of Standard models, are dynamic representations of data that do not store information directly. They offer the flexibility to define custom calculations, transformations, and aggregations on data from standard models. Virtual models can be utilized for data capture, report generation, and data analysis.
Journals are a type of virtual model. However, instead of storing the journal details directly within the standard model, they are stored in a separate table. This separation allows for better organization of journal data.
Workbooks allow uploading Excel templates to JustPerform web so they can be used in Tasks or users can simply stores them and download.
Business Rules are backbone of creating custom calculation logics in JustPerform. JustPerform offers a versatile range of Business Rules.
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