How to Generate Higher-Level Period Solids from a Fine-Granularity Calendar (e.g., Quarterly Solids from a Monthly Schedule)

Creating higher-level period solids, such as quarterly or yearly solids, from a schedule with finer granularity (e.g., monthly) can be a time-consuming process if done manually. This guide outlines an efficient method to streamline the creation of these solids, excluding previous periods. By following these steps, you'll save time and minimize potential errors during solid manipulation.

1. Create Period Normal/Mutex Subsets

   • Define subsets for each group period (e.g., Quarterly, Yearly, etc.).
     
     
     
     

2. Export Solids

   • Export Type: Select Cumulative.
   • Method Type: Select Merged.
   • Period Selection: Use the Normal/Mutex Subsets you defined earlier.
     
     
     
     

3. Obtain the Last Solid for Each Group

   • Export and grab the last solid for each defined period group (e.g., Q1, Q2, Q3, etc.).
     
     
     
     

4. Import Solids into Rapid Reserver (RR)

   • Import the exported solids as layers into Rapid Reserver for further manipulation.
     
     
     
     

5. Subtract Previous Period Solids

   • Use the Subtract Solids operation in Solid Lab to exclude previous periods:
     • Example:
       • Subtract the Q3 solid from the Q4 solid (monthly schedule) to get the Q4 only solid.

6. Validate Results

   • As solid subtraction can sometimes cause validation issues, review the resulting solids to ensure they are accurate and error-free. "Reduce Complexity" operation can be used to remove invalid triangles.
     
     

This process is significantly faster than manually isolating periods or using other workarounds. However, always verify the integrity of your solids after subtraction to avoid complications in later stages of your workflow.

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