Understanding Best Practices - Budget Entity Hierarchies
- 1 Minute to read
 
- Print
 - DarkLight
 - PDF
 
Understanding Best Practices - Budget Entity Hierarchies
- 1 Minute to read
 
- Print
 - DarkLight
 - PDF
 
Article summary
Did you find this summary helpful?    
Thank you for your feedback
- 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.
 
Was this article helpful?