Use the Outline Load Utility to load General Ledger and HRMS metadata for the following:
Account, Position, Element, Employee, Year, Scenario, Version, Currency, and Entity dimensions
Job dimension if you use the Employee budget detail
User-defined dimensions
User-defined attributes
Smart Lists
You load source metadata by loading to driver members in one of two ways:
Specifying members in comma-separated (CSV) load files
Using the Planning Data Load Administration page to load to driver members already specified in Planning
To load metadata, perform these tasks:
In a text editor or Microsoft Excel, create CSV files for each dimension or set of data to load.
Test the CSV files.
Run CSV files in the Outline Load Utility to load metadata records.
Refresh the database.
See Loading Metadata and Data Using the Outline Load Utility and Chapter 5 of the Oracle Hyperion Planning Administrator's Guide.