Renaming Members

You can rename members in the Dimension Library. Keep in mind these guidelines (organized by the application type):

All Applications: You cannot rename system members—members with names displayed in brackets [].

Consolidation (Financial Management)

  • For Financial Management applications, renaming only applies to Performance Management Architect, not Classic Administration features. After a rename, these artifacts are not updated automatically in Financial Management:

    • Rules

    • Member Lists

    • Web Data Entry Forms

    • Data Grids

    • Reports

    • POVs

  • Period, Year, and View members should not be renamed after the first successful deployment of the application

  • If the default currency member is renamed, the application property, Default Currency, must be manually updated for existing Financial Management applications

Planning

  • You cannot rename Currency members

  • You cannot rename Year members

For Profitability applications, if you rename members after the initial deployment, you must redeploy the application.

Note:

When you deploy applications, the log file notes all renamed members and all items that are not automatically updated.

  To rename members:

  1. Right-click a member and select Rename Member.

    The Rename Member dialog box is displayed.

  2. Enter the name, then click OK.