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Every change to an attribution model happens in a draft, so nobody else sees it, and nothing that depends on the model moves, until you publish. You can build the draft by describing what you want to Atlas, by editing nodes yourself, or both.

Open the editor

  1. Open Attribution and choose a model from Attribution Models.
  2. Select the edit icon in the toolbar.
The editor opens with the model name and a DRAFT badge. The canvas on the left is a Live preview of the draft, the panel on the right holds node details, and the Atlas panel sits alongside.
Attribution editor with the DRAFT badge, Atlas AI and Manual Editor toggle, live preview, Edit Attributes panel and Atlas

Edit with Atlas

With Atlas AI selected, describe the change in plain language, for example “Add a node for production and attribute AmazonEC2 to it”, or pick one of the suggested prompts. Atlas shows each step it takes, applies the changes to the draft, and the live preview refreshes as it works. Atlas only changes the draft. Review what it did on the canvas, use undo to reverse anything you do not want, and publish when you are satisfied. See Atlas for what else it can do.

Edit by hand

Select Manual Editor, then select a node to open Edit Attributes. Use Toggle Edit View in the side rail to switch the editing view, and Showbacks to manage how shared cost is distributed (see Showbacks).

Add a sub-model

A sub-model lets a team own and edit part of the Financial Operating Model separately, while its spend still rolls up to the parent.
  1. In the editor, select the node the sub-model should hang from.
  2. Select Add sub-model in Edit Attributes.
  3. Name the sub-model and publish the draft.
A sub-model’s scope is bounded by its parent, it cannot draw in spend from providers the parent does not cover. Budgets and goals can be set on sub-models as well as on the parent. If a sub-model’s budget envelope is larger than its parent’s, OPTIMAZE warns you but still saves it.

Publish

  1. Select Publish.
  2. Review the summary of changes in the confirmation.
  3. Confirm to make the draft live.
If your changes remove nodes that budgets or goals depend on, the confirmation lists them, and publishing archives those budgets and goals. Check the list before you confirm.

Delete an ad-hoc model

Open the ad-hoc model in the editor, open the more actions menu and choose delete. The Financial Operating Model cannot be deleted.

Troubleshooting

  • The edit icon has an orange dot. Someone has an unpublished draft open on this model. Hover the icon to see who changed it last before you continue.
  • Atlas made a change I did not want. Use undo, or discard the draft and start again.
  • I cannot delete a node. A node linked to other objects may be blocked from deletion, the error names what is linked to it.