Understanding PeopleSoft Trees in Planning and Budgeting

When using PeopleTools trees for setup around planning centers and dimensions, there are specific tree requirements for Planning and Budgeting.

For the planning center dimension tree, all planning centers that require a detail plan or budget must reside on the same level of the tree, and there cannot be missing levels. Missing levels occur when some sections of the tree skip levels while other sections do not.

For all other dimension trees, when using members from the detail level of the tree for plans and budgets, it is not necessary they reside on the same level of the tree. But when using a non-detail level for dimension summarization, you may only pick one level and therefore the roll up values you wish to use should reside on the same level of the tree.

All trees used in Planning and Budgeting for dimensions or planning center trees, must be node-oriented trees. Standard detail trees cannot be used by Planning and Budgeting. For the planning center tree, you cannot pick the detail level to begin budget preparation.

The minimum requirement for a tree in Planning and Budgeting is for the planning center dimension. You also require a tree if you use the optional account category feature that serves as a filter for working and reporting on plans and budgets. The use of trees for defining other dimensions is optional.

See PeopleTools Document: PeopleSoft Tree Manager.