Hierarchy Management

Hierarchies are vital for organizing dimension members and reporting. Dimensions form the foundation of your Chart of Accounts (COA) and are used to securely store monthly financial account balance summaries in the Planful application. These hierarchies are designed for specific dimensions on the Define Financial Segments page.

You can access the hierarchy by navigating to Maintenance > Hierarchy Management.

On the Hierarchy Management page, you'll be asked to select your default access mode for hierarchies: 

• Edit Mode
• Read Mode

You can find the type of hierarchies here.

Exploring the Top Ribbon

Here are details on the ribbon functionality:

• Search
• Hierarchy Path
• Show / Hide Columns
• Sort
• Add
• Cut / Paste
• Copy
• More

For detailed information on Hierarchy Managment page here.