How to Import the Group Structure

You can create or update ownership structure of a group using the import action. This allows you to adjust group hierarchies based on your consolidation requirements. Furthermore, you can assign companies from No Group or one group to another group using the import action.

To import and create or update the ownership structure, do the following:

1. Navigate to the Consolidation > Consolidation Control Panel > Org Chart tab.

2. Select the group from the drop-down for which you want to create a new ownership structure. In this example, Planful Global is selected.

3. Click Import from the Actions drop-down.

   

4. Click Download Template.

   

5. Open the downloaded template and enter the ownership structure. In this example, Planful IND, Planful HYD, and Planful IDR are imported with different effective from and effective to dates.

   

6. Save and upload the template, and then click Import.

7. (Optional Step) If the import fails, download the excel file containing information on errors, correct them and import again.

In this example, Planful IND appears under Planful Global from January 1, 2025 as per the template configuration.

Planful HYD and Planful IDR appear under Planful IND from March 1, 2025 and April 1, 2025, respectively as per the template configuration.

Note:

• Companies that are not part of a group during any period automatically become part of the No Group. Similarly, companies that are part of a group during any period do not appear under the No Group for that period.

• Companies can belong to more than one group during a given period.

• When importing ownership details, ensure you fulfill the following conditions:

  • Companies in the Company column must exist in the Company dimension.

  • Companies in the Company column must not have the group member code to which the companies imported. Additionally, these companies must not be elimination companies or rollup nodes.

  • Members in the Ownership Member column must be either the group (to which the companies are imported), or the companies mentioned in the Company column, or other companies that are already mapped to the group.

  • If a company has more than one owner, then the value in the Controlling Interest column must be Yes for at least one owner.

  • Values in the Percentage Holding must contain only numbers and cannot exceed 100. If the value is less than 100, the system automatically assigns the balance to Non-Controlling Interest - External. Additionally, it cannot contain the % special character.

  • Values in the Effective From Date and Effective To Date columns are mandatory. Furthermore, values in the Effective From Date and Effective To Date columns cannot be before the tenant start date and the tenant end date, respectively.