Selecting Planning Unit Hierarchy Members

  To select planning unit hierarchy members:

1. Take an action:

   1. From Approvals Dimension, click Next or select Primary and Subhierarchy Selection to continue defining a planning unit hierarchy.

   2. Select Administration, then Approvals, and then Planning Unit Hierarchy. Select a planning unit hierarchy, then click Edit, and then select Primary and Subhierarchy Selection to edit members.

   Note:

   At any time during planning unit hierarchy member selection, you can click Reset to Default Hierarchy to reset the planning unit hierarchy to its default membership defined in the Approvals Dimension page.

2. Use these buttons to control the planning unit hierarchy display:

   • Click to expand the display.

   • Click to collapse the display.

   • Select All Entities to display all potential planning units.

   • Select Planning Units to display only enabled planning units.

   • For Search, select Name, Alias, or Both. Enter any part or all of a name in Search to locate an entity, then click to search forward (down) or to search backwards (up) in the planning unit hierarchy.

   • To move from page to page in a multipage planning unit hierarchy, enter a page number in Page, or click Start (first page), Prev (previous page), Next, or End (last page), and then Go.

3. Optional: For planning units not included in the default settings for the budget process, check the box to the left of the planning unit name to include the planning unit in the budget process.

4. Optional: Right-click a planning unit name to define subhierarchy members for the budget process, and then select one option:

   • Include Children to include the children of the planning unit.

   • Include Member to include just the planning unit, but none of its descendants.

   • Include All Descendants to include all descendants of the planning unit.

   • Include Generation to include one or more planning unit generations. Specify the generations to include when prompted.

   • Exclude Children to exclude the children of the planning unit.

   • Exclude Member to exclude just the planning unit, but none of its descendants.

   • Exclude All Descendants to exclude all descendants of the planning unit.

   • Exclude Generation to exclude one or more planning unit generations. Specify the generations to exclude when prompted.

5. Optional: Add a secondary dimension to a planning unit included in the budget process to provide finer granularity:

   1. Select a dimension from Dimension.

   2. In Parent Member, click to display the member selection window, and then select one member as the parent member for that dimension.

   3. In Relative Generation, specify the parent-member generations to include.

      Adding a generation adds all members of that generation to the budget process.

   4. Check Auto Include if you want to add all members to the planning unit hierarchy that meet the selected criteria.

   5. Optional: Click in Selected Members for the planning unit to refine the members it includes. Clear the check box next to any member you want to remove.

6. Take an action:

   • Click Next or select Assign Owners to specify planning unit ownership (see Assigning Planning Unit Owners and Reviewers).

   • Click Save and then Finish to save changes and close the planning unit hierarchy.