Exporting Planning Unit Hierarchies

When you export a planning unit hierarchy, you create a file that contains the planning unit hierarchy information. After you create this file, you can copy its contents to an existing planning unit hierarchy (see Importing Planning Unit Hierarchies).

  To export planning unit hierarchies:

  1. Select Administration, then Approvals, and then File Based Import/Export.

  2. Select Export Planning Unit Hierarchy.

  3. In Existing Planning Unit Hierarchy Name, select a planning unit hierarchy to export.

  4. Click OK.

  5. When the Save dialog box is displayed, save the export file to a location of your choice.

  6. Click Export or Done. Export performs the action, and Done closes the dialog box.