Moving Members Within the Dimension Hierarchy

You can move one member or a group of members in the same branch. If you move Account members whose Valid For Plan Type settings differ from their new parent, the moved member settings change to match the setting of the new parents. If you move members whose Source Plan Type settings differ from their new parent, the moved member Source Plan Type is reset to match the first valid plan type.

  To move members or branches among siblings:

  1. Select Administration, then Manage, then Dimensions.

  2. For Dimension, select the dimension for the members to move.

  3. Select the member or branch to move.

  4. Perform one action:

    • Click move up icon to move the member up one position.

    • Click move down icon to move the member down one position.

  To move members, including parents and children:

  1. Select Administration, then Manage, then Dimensions.

  2. For Dimension, select the dimension with the members to move.

  3. Select the member or branch to move.

  4. Click Cut.

    You cannot Cut members after adding or editing dimensions, navigating to different pages, deleting members, or logging off Planning. Not available for root dimension members.

  5. Click the destination level under which to move the members.

  6. Click Paste.

  7. Click OK.

  8. Update and validate business rules and reports.