Accessing the Hierarchy Management Interface

The Hierarchy Management interface is where you will create all hierarchies; including attribute hierarchies, dated, and alternate. It is also where you will set up budget entities and the entity hierarchy.

Access Hierarchy Management by navigating to Maintenance > Hierarchy > Hierarchy Management. You will be prompted to set a default way to access hierarchies; Edit or Read mode. Read mode does not allow you to save changes.

If you want to change your preference (from read to edit mode or vice versa), in the Hierarchy Management screen select More > Default View.