MENU
    Understanding Best Practices - Budget Entity Hierarchies
    • 1 Minute to read
    • Dark
    • PDF

    Understanding Best Practices - Budget Entity Hierarchies

    • Dark
    • PDF

    Article summary

    • Load all segment hierarchy data prior to creating budget hierarchies and entities.
    • Entities may be added to a hierarchy at any time.
    • Avoid adding too many members under one parent (flat hierarchy).
    • Creating a very large budget hierarchy can impact performance. A large hierarchy is 5k to 10k members. A very large hierarchy is over 10k members. This applies to all hierarchies.
    • Entities may only be deleted when data is not associated.
    • Avoid having too many levels.
    • Don’t forget to set a Member Code for your Budget Hierarchy.

    Was this article helpful?