Exporting Planning Unit Hierarchies

When you export a planning unit hierarchy, you create a file that contains the planning unit hierarchy information. See Working with the Outline Load Utility for information about the file format. 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. From Existing Planning Unit Hierarchy Name, select a planning unit hierarchy to export.

  4. Click OK.

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