Viewing Planning Unit Hierarchy Usage

Planning unit hierarchies might have dependencies such as scenario and version assignments or data validation rules which are defined in forms. If dependencies exist for a planning unit hierarchy, the hierarchy cannot be deleted until the dependencies are removed. The Usage tab enables you to view planning unit hierarchy dependencies and links you to the forms or scenario and version assignments so you can remove the dependencies, if needed.

  To view planning unit hierarchy usage:

  1. Select Administration, then Approvals, and then Planning Unit Hierarchy.

  2. Select a planning unit hierarchy, then click Edit, and then select Usage to view planning unit hierarchy dependencies.

  3. Select Forms to view associated data validation rules:

    • If no data validation rules are associated, a message is displayed.

    • If data validation rules are associated, they are listed by form. Click the rule hyperlink to display the form in edit mode in a new tab. You can then update or delete the data validation rule to disassociate it from the planning unit hierarchy. See Creating and Updating Data Validation Rules.

  4. Select Scenario and Version Assignment to view associated scenario and version assignments:

    • If no scenario and version assignments are associated, a message is displayed.

    • If scenario and version assignments are associated, they are listed by scenario. Click the version hyperlink to display the assignment in a new tab. You can then remove the scenario and version assignment to disassociate it from the planning unit hierarchy. See Assigning Planning Unit Hierarchy Scenario and Version Combinations.

  5. If dependencies are removed during steps 3 or 4, click Refresh on the Usage tab to view the remaining dependencies.

  6. If you are deleting a planning unit hierarchy, repeat steps 3, 4, and 5 until all dependencies are removed.

Once all dependencies are removed from a planning unit hierarchy, you can delete the hierarchy. See Deleting and Renaming Planning Unit Hierarchies.