Creating a New Root
To create a new root:
1. Navigate to the Hierarchies window.
By default, choose Dimensions from the Setup menu, then choose the Hierarchies button.
The Root Nodes window appears.
3. Enter the name of the new root, then save your work.
4. Return to the Hierarchies window and choose Nodes.
The Nodes window opens. The new root appears in the Current Root alternative menu.
5. Enter the children for the new root.
To roll credit across from a salesperson in a different branch, repeat the salesperson as a child of the salesperson to whom you want to assign credit.
See Defining a Hierarchy for a description of how to add parents and children to a hierarchy.
