Editing Planning Unit Hierarchies

To edit a planning unit hierarchy:

1. Select Administration, then Approvals, and then Planning Unit Hierarchy.
2. Check the planning unit hierarchy with which you want to work.
3. Click Edit.
4. Select the appropriate tab, depending on the changes you want to make (for example, select Assign Owners to edit ownership of the planning units in the hierarchy).

   • Approvals Dimension

     See Setting Planning Unit Hierarchy Name, Scope, and Template to modify the planning unit hierarchy description or approvals default scope.

   • Primary and Subhierarchy Selection

     See Selecting Planning Unit Hierarchy Members to select or remove members from approvals.

   • Assign Owners

     See Assigning Planning Unit Owners and Reviewers to modify planning unit owners or reviewers

   • Usage

     See Viewing Planning Unit Hierarchy Usage to view the Oracle Hyperion Planning objects (data validation rules or scenario and version assignments) that reference the planning unit hierarchy

5. Click Save when done.

To select a planning unit hierarchy scenario and version with which to work, see Selecting Planning Unit Hierarchy Scenario and Version.