Best Practices - Budget Entity Hierarchies
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Best Practices - Budget Entity Hierarchies

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Article summary

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.

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