Best Practices - Budget Entity Hierarchies

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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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