Synchronizing Planning Unit Hierarchies

When users add, delete, or modify dimension members that are used in planning unit hierarchies, the affected planning unit hierarchy must be synchronized with the changes. When you display the list of planning unit hierarchies, the entry for each planning unit hierarchy specifies whether recent changes are reflected in the planning unit hierarchy. Use this procedure to synchronize dimension member changes with the planning unit hierarchy.

Note:

When you add dimension members, the new members are added as planning units only if they meet the criteria specified in the inclusion rules for the planning unit hierarchy. For example, if the added entity is a fourth-generation entity, and the inclusion rules specify generations one through three as planning units, the new entity is not added as a planning unit. If the entity is a third-generation member, however, it is added as a planning unit the next time the planning unit hierarchy is edited and saved, or synchronized.

  To synchronize changes to planning unit hierarchies:

  1. Select Administration, then Approvals, and then Planning Unit Hierarchy to display the planning unit hierarchy list.

    Under the Synchronized column, planning unit hierarchies are labeled:

    • Yes, if changes are synchronized with the planning unit hierarchy

    • No, if changes are not synchronized with the planning unit hierarchy

    • Locked, when a user is editing or synchronizing the planning unit hierarchy

      Note:

      If a user begins editing or synchronizing a planning unit hierarchy after you display the planning unit hierarchy list, the planning unit hierarchy list does not display “Locked” for the planning unit hierarchy. If you try to synchronize this planning unit hierarchy, the synchronization does not occur, and an error message states that it is being edited.

  2. Select a planning unit hierarchy listed as No in Synchronized, and then click Synchronize.

    Changes are applied to the planning unit hierarchy, and the list of planning units is updated according to the inclusion rules defined for the planning unit hierarchy.

    Note:

    You cannot synchronize changes to a planning unit hierarchy that another user is editing or synchronizing.