Importing Planning Unit Hierarchies

A planning unit hierarchy can be populated with the contents of a planning unit hierarchy import file. The import file is the result of exporting an existing planning unit hierarchy. See Exporting Planning Unit Hierarchies.

Importing the planning unit hierarchy information does not create a planning unit hierarchy. The planning unit hierarchy populated from the export file must exist and have at least a name before the import. Loading planning unit hierarchies first deletes all members of the planning unit hierarchy, and then adds each member specified in the input file as a new member.

Note:

A planning unit hierarchy load deletes an existing member and its children from the hierarchy if the member is not specified in the input file.

To import a planning unit hierarchy:

1. Select Administration, then Approvals, and then File Based Import/Export.
2. Select Import Planning Unit Hierarchy.
3. In Existing Planning Unit Hierarchy Name, select the planning unit hierarchy receiving the exported information.

   Note:

   The imported planning unit hierarchy includes the defined owner, reviewers, and rules for determining the promotional path.

4. For Planning Unit Hierarchy with Ownership, click Browse to select the exported planning unit hierarchy file to import.
5. Click OK.
6. Click Import or Done. Import performs the action, and Done closes the dialog box.

   If the message Import successful is displayed, the planning unit hierarchy information in the exported file was successfully copied to the planning unit hierarchy that you selected in Existing Planning Unit Hierarchy Name.

   If the message Import not successful. Some items have not been imported is displayed, click Details to view the log file. Correct the errors and retry importing the planning unit hierarchy.