Workspace Organisation
This article explains how workspaces are structured in Model Reef and how to organise models at the top level.
You will learn:
What a workspace is and what it contains.
How workspaces relate to models, scenarios and templates.
How to organise workspaces for firms, teams and clients.
What a workspace is
A workspace is a top level container for all of your modelling assets. A workspace can contain:
Models.
Scenario models (which are just separate models).
Folders.
Model templates.
Archived models.
Workspaces control organisation and access, not modelling logic. All of the financial rules live inside each model.
Typical workspace patterns:
One workspace per firm or business.
Separate workspaces for different business units if needed.
Separate workspaces for internal vs client facing work.
Models and scenarios inside a workspace
Inside a workspace you will see a list or folder tree of models.
Key points:
Each scenario is simply its own model in the workspace.
Versions such as
Base Case,DownsideandUpsideare all models.You can group related models in folders, for example by client, project or year.
Nothing special happens to a model when you decide to treat it as a scenario or a version. That is a workflow convention, not a technical type.
Templates inside a workspace
Workspaces also hold model templates.
Templates are models that have been marked as reusable starting points. They usually contain:
A standard branch structure.
Variable stubs and categories.
Preconfigured dashboards and reports.
Optional example assumptions.
You can store templates:
In a dedicated
Templatesfolder.By client or sector if you have specialised structures.
Using templates keeps new models consistent across the workspace.
Archived models in a workspace
When you archive a model it moves into an archive area of the workspace.
From the workspace perspective:
Archived models are hidden from day to day working lists.
They still exist in full, including data, notes, tags and attachments.
Owners can restore archived models when needed.
Archiving is covered in more detail in the Model Archiving article.
Organising a workspace for scale
For small teams you can start with a simple layout, for example:
A single workspace.
Folders per client or business line.
A shared templates folder.
As the organisation grows you can:
Split work into multiple workspaces if needed for access separation.
Create more structured folder trees (by client, entity, year, project).
Establish naming conventions for models and templates.
The goal is for anyone joining the team to quickly find the right model without guessing.
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