How to Copy a Hierarchy?

Let's say you want to duplicate the Account Main hierarchy and save it as an Alternate hierarchy where you can make modifications based on your reporting needs. To do so:

1. Navigate to Maintenance > Hierarchy Management.
2. Make the required selections and click on the Setup option under the Hierarchy Selection section of the Hierarchy Management interface.
3. Select the hierarchy you want to copy. 
4. Click Copy. Hierarchy Type is defaulted to Alternate Hierarchy.
   
   
5. Enter a Name and Description for your copied Alternate Hierarchy.
   
   
6. Click Save.