13 Managing Node Types

Node types enable hierarchy nodes to be viewed and managed differently based on their relationships and attribution. Nodes of a specific node type share the same characteristics:

  • Properties

  • Validations

  • Glyph

A hierarchy can have nodes of different node types and the same node can be of different node types in different hierarchies. Examples of node type usage include GL accounts, cost centers, consolidation entities, product groups, forecast points, and so on.

To categorize nodes by node type:

  1. Determine the node types that are necessary to categorize nodes within a hierarchy.

  2. Identify properties that are relevant (or not relevant) to each node type.

  3. Identify validations that are relevant (or not relevant) to each node type.

  4. Optionally, assign a glyph to each node type.