Publishing in cofi.ai makes your Modelโs latest calculations, variables, and structure available across the workspace โ ensuring Dashboards, other Models, and reports reflect the most up-to-date data.
Models are first created and edited in Draft mode, allowing you to test formulas and structure safely before making changes visible.
You can also version a Model for scenario planning, archiving, or testing new assumptions without disrupting live reporting.
Publishing connects your Model to the rest of your workspace.
It ensures that:
๐ก Tip: Think of publishing as โcommittingโ your changes โ once published, your updates flow everywhere the Model is used.
| State | Description | Common Use |
|---|---|---|
| Draft | Editable workspace for building or testing logic. | Developing new variables, adjusting formulas, applying dimensions. |
| Published | Live version available to Dashboards and linked Models. | Active reporting and data sharing. |
| Archived | Frozen snapshot of a past Model. | Preserving old versions or completed scenarios. |
| Cloned | Duplicate of an existing Model. | Creating โwhat-ifโ or alternative forecast scenarios. |
Navigate to the Model you want to publish.