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Duplicate a model

Make a separate copy of a planning model before a large change or to start a similar model.

A duplicate is a new, separate model. It starts with the same structure and values as the original. After that, a change in one model does not change the other.

Use a duplicate before a large structural change, or to start a model that is similar to one you have. Only a workspace Owner can duplicate a model.

Duplicate, scenario, or version

You want toUse
Compare different inputs on the same rowsA scenario
Keep a point in time that you can return toA version
Change the structure in a separate modelA duplicate

1. Duplicate the model

  1. Go to Scenario planning.
  2. Point to the model card. The card can be under Favorites, under Models, or in a folder.
  3. Click its actions button (Actions for the model name).
  4. Select Duplicate.

Eigenn creates the copy at the library root. The copy has the original name with " (copy)" at the end. For example, a copy of "Operating plan FY26" is "Operating plan FY26 (copy)".

2. Rename the copy

  1. Click the copy's card to open it.
  2. Click the model name at the top left of the grid.
  3. Type a new name and press Enter.

What the copy contains

The copy contains this model content:

  • sections, variables, formulas, and inputs
  • the time settings and periods
  • the scenarios
  • the dimensions
  • the comments
  • the charts

Eigenn calculates the copy one time when it creates it.

What the copy does not keep

ItemIn the copy
FolderThe copy starts at the library root. Move it to a folder after you create it.
Favorite starThe copy is not starred.
IconThe copy gets the default 📊 icon.
Saved versionsThe version history stays with the original model.
Saved exportsThe saved exports and the export history stay with the original model.
PlansScenario adjustments move to the copy's own Default Plan.

Related

  • The models home and folders
  • Scenarios
  • Plans and adjustments
  • Save a version
  • Trash, restore, and delete a model

Dimensions

Create lists of items such as regions or departments, break variables down by them, and let Eigenn roll the items up into totals.

Export a model

Download the values of a planning model as a CSV file or an Excel workbook, and save exports to run again.

On this page

Duplicate, scenario, or version1. Duplicate the model2. Rename the copyWhat the copy containsWhat the copy does not keepRelated

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Overview
Overview
OverviewAccount PreferencesApproval PoliciesAssistant AutomationAssistant Command CenterAssistant Workspace and Saved WorkBank ConnectionsBilling and UsageBudgets and ForecastCommand CenterCustomer FieldsCustomer LifecycleCustomer RecordsCustomersDeveloper PlatformDocument Processing and ExtractionFiles and Document VaultFinancial Analytics and ReportsFinancial OverviewInbox and ApprovalsInvoice InsightsInvoice ProductsInvoicesMarketplace IntegrationsNotifications and BrandingOnboarding and SupportOverviewPlanning Data and DimensionsPlanning Models and FormulasPlanning Time and ActualsPlanning UncertaintyPlanning Versions and CollaborationPlanning Views and ExportsPlans and AdjustmentsReceivablesReceivables AnalyticsReceivables ControlsRolling Budget CloseScenario PlanningSecurity and AccessSettings OverviewStress TestsTeams and OrganizationsTone Profiles and ExperimentsTransaction Categories and RulesTransaction CodingTransactionsWeekly Finance RitualWorkflow ExecutionsWorkflow OutcomesWorkflow PausesWorkflows
OverviewBudget vs. ActualsBuild a Driver-Based Planning ModelBuild and Review a ForecastBuild Your First WorkflowCollaborate on a Planning ModelCompare and Share Planning ScenariosConfigure Approval PoliciesConfigure Assistant OperationsConfigure Customer FieldsConfigure Notifications and BrandingConfigure Planning Time and ActualsConfigure Receivables ControlsConnect Planning Data and ActualsConnect Transaction RecordsConsolidationCreate and Manage CustomersCreate and Send InvoicesCreate Your First Planning ModelDeveloper API SetupFirst Cash ReviewHeadcount PlanningInvoice Collection WorkflowMaintain Transaction RulesManage Security and BillingManage Team AccessManage the Invoice LifecycleMCP WorkflowsMonitor and Recover WorkflowsOrganize and Share DocumentsProcess Inbox ItemsReconcile and Categorize TransactionsRevenue ForecastingReview a Customer Finance RecordReview, Restore, and Export a Planning ModelRun a Finance Operating ReviewRun a Receivables Tone ExperimentRun a Runway Stress TestRun Planning Uncertainty AnalysisRun Your First Command Center ReviewSave and Share Assistant WorkSet Up a WorkspaceTroubleshoot Account AccessWebhook DeliveryWeekly CFO Review
Overview

Concepts

DataDimensionsFormulasScenarios

Variables

VariablesChange an input over timeCreate a variableFormat a variableOrganize variablesTime totalsUse a variable from another modelVariable types

Time

TimeLast actual dateRoll the model forwardTime granularityTime settings

Formulas

FormulasBlanks and helpersCommon formulas: cash and balance sheetCommon formulas: cohortsCommon formulas: currency and multiple entitiesCommon formulas: headcount and payrollCommon formulas: SaaS metricsCommon formulas: seasonalityConditionalsDimension referencesFormula syntaxFunctionsTime referencesTroubleshoot formulasValues with uncertaintyWrite a formula

Charts and Dashboards

Charts and dashboardsCompare scenarios and versionsCreate a chartExport and shareTablesTime aggregation in charts

Dimensions

DimensionsApply a dimensionCreate a dimensionDimension examplesDimension totalsThe Dimensions page

Data

DataChoose cash or accrual for XeroConnect a data sourceLink a variable to dataRefresh and check actualsUse transaction categories as actuals

Data Integrations

Data integrationsBank transactionsCSV importFortnoxQuickBooksStripeXero

Views

ViewsCreate and edit a viewFilter a viewShare a view

Versions

VersionsCompare versionsRestore a versionSave a version

Scenarios

ScenariosCompare scenariosCreate a scenarioPlans and adjustmentsStress tests and shocks

Collaboration

CollaborationComment on a modelShare a model and set accessTeam roles and planning access

Managing Models

Managing modelsDuplicate a modelExport a modelModel limits and performanceStart from a templateThe models home and foldersTrash, restore, and delete a model
OverviewIntegrationsMCPSDKsWebhooks
OverviewAuthenticationBank Accounts APICustomers APIErrorsForecasts and Stress Tests APIInvoice Payments APIInvoices APIPaginationRate LimitsRemote Tracker API StatusTracker Categories APITracker Entries and Timers APITracker Projects APITransactions APIWebhooks API StatusWorkflows API
Overview
Overview