Adding and Deleting Subaccount Members

You can add subaccount members to the account hierarchy by adding a child or sibling member to the selected account.

You can also add children or sibling subaccount members in bulk.

For information about editing subaccounts, see Managing and Editing Subaccounts.

Video

Your Goal	Watch This Video
Learn about working with subaccounts.	Managing Subaccounts with Strategic Modeling in Enterprise Planning Cloud

Adding Subaccounts One at a Time

To add a subaccount one at a time:

1. In the Account View, right-click an account, and from the context menu select Add Sibling or Add Child, depending on where you want to add the new member in the account hierarchy.

   Tip:

   To quickly find an account, from the Actions menu, click Find Account, and then enter the name or the subaccount identifier number.

   A new subaccount is added, with the name NewNN appended to the account ID.

   • You can't add siblings to main accounts.
   • The subaccount ID must be unique within this group of subaccounts.
2. Enter a name in the Account Names column.
3. To make further edits to the new account, right-click the account and select Edit. See Managing and Editing Subaccounts.

Adding Subaccounts in Bulk

To add subaccounts in bulk:

1. Prepare a file that contains the subaccount member names to be added, and then copy the subaccount member names.

   You can prepare the file in Microsoft Excel or in any editor. The subaccount delimiter is a new line character. For example, copy a column in Excel that includes all the subaccounts.

2. In the Account View, right-click the row header for the account or subaccount to which you want to add children or siblings, and then click Paste Children or Paste Sibling.

   Paste Sibling is available only when you select a subaccount row.

3. In the Paste window, paste the copied subaccounts.

   You can edit the pasted text, or add additional subaccounts to the list.

4. Click Paste.

   The subaccounts are added as children or siblings of the currently selected account.

   For Paste Children, the subaccounts are pasted at the end of the currently selected subaccount's children list.

   For Paste Siblings, the subaccounts are pasted above the currently selected subaccount row as siblings.

The pasted text is used as the descriptions for the newly created subaccounts. Subaccounts keys are automatically generated.

Deleting Accounts

To delete an account, in the Account View, right-click an account, and from the context menu select Delete. When you delete an account, its children are also deleted.

Note:

Because main accounts drive the accounting integrity of the model, you can't delete them. Main accounts are recognizable by an account ID of vxxxx.