Adding an Alternate Hierarchy

Alternate hierarchies are generally copied from existing hierarchies and modified to suit more individual needs.

To make a duplicate copy of a selected hierarchy, perform the following steps:

1. Within the Hierarchy Management screen, select the hierarchy you want to copy. In this case it is the Department Main hierarchy shown below.

   

2. Click Copy.

3. Hierarchy Type is defaulted to Alternate Hierarchy.

   

4. Enter a name and description for your copied Alternate Hierarchy and click Save. You're done!