Best Practices - Budget Entity Hierarchies

The following are the best practices when creating the budget entity hierarchies:

• 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.