Creating an RM Hierarchy

6.3.1 Creating an RM Hierarchy

To create an RM Hierarchy, do the following:

Click Dimension Management under the Applications tab.
Select Hierarchy Maintenance.
Click Add in the Hierarchies toolbar to display the New - Hierarchy Details screen.

Select the Dimension from the drop-down list. Enter the Hierarchy Properties as tabulated:

Table 6-1 Hierarchy Properties

Field	Description
Name	Enter the Name of the Hierarchy.
Description	Enter the required description for the Member.
Folder	Select the folder where the hierarchy is to be stored from the drop-down list.
Access Type	Select the Access Type as Read Only or Read/Write.
Automatic Inheritance	Click Yes to inherit the hierarchy properties of the parent to the child Click No if you want to define a new hierarchy.
Display Signage	Click Yes to display the Signage to the right-hand side of the member in the Show hierarchy panel or click No.
Show Member Code	Select from the drop-down list as one of the following: Alphanumeric Code to Left of Name: Displays Alphanumeric Code on the Left side of Member Name. Alphanumeric Code to Right of Name: Displays Alphanumeric Code on the Right side of Member Name. Only Name -No Code: Displays only the Member Name. Numeric Code to Left of Name: Displays the Numeric Code on the Left side of Member Name. Numeric Code to Right of Name: Displays the Numeric Code on the Right side of Member Name.
Initial Display Level	Select the Initial Display level from the drop-down list.
Orphan Branch	Click Yes to display the Orphan Branch in the Show Hierarchy Panel or click No.

To add a Child under the Show Hierarchy Tab, follow these steps:
1. Right-click in the Show Hierarchy tab.
2. Select Add Child and the Add Member window is displayed.
3. Select the required Member and click the Left Arrow button. The Member is displayed in the Selected Members panel.
  - You can click the Right Arrow button to deselect a Member.
  - You can click the Right Arrow button to deselect a Member.
  - You can click the Right Arrow button to deselect a Member.
  - Click Search to search for the required member using Alphanumeric code, Numeric Code, Name, and Description.
4. Click OK. The selected Member is displayed as a Child under the Show Hierarchy panel in the New - Hierarchy Details window.
To add a Sibling, follow these steps:
1. Right-click the Child and select Add Sibling.
  The Add Member window is displayed.
2. Select the required Member and click the Left Arrow button.
  The Member is displayed in the Selected Members Panel. You can click the Right Arrow button to deselect a Member.
3. Click Apply.
  The selected Member is displayed as a Sibling below the Parent under Show Hierarchy Panel in the New - Hierarchy Details window.
To add a Leaf under a Parent, Child, or Sibling, follow these steps:
1. a. Right-click the Parent or Child and select Add Leaf.
  The Add Member window is displayed.
2. Select the required Member and click the Left Arrow button.
  The Member is displayed in the Selected Members panel. You can click the Right Arrow button to deselect a Member.
3. Click Apply.
  The selected Member is displayed as a Leaf below the Parent or Sibling under Show Hierarchy panel in the New - Hierarchy Details window.
To define Level Properties, follow these steps:
1. Select Level Properties from the options under Parent, Child, Sibling, or Leaf, and the Level Properties window is displayed.
2. Enter the valid Name and Description in the respective fields.
3. Click OK and the Levels defined are displayed in the drop-down in the Initial Level Display field in Hierarchy Properties Grid in New - Hierarchy Details window.
To add a Child/Sibling/Leaf, follow these steps:
1. Right-click any node and select Create and add Child.
  The New - Member Details window is displayed.
2. Right-click any node and select Create and add Sibling.
3. Right-click any node and select Create and add Leaf.
Click Save.
The Audit Trail section at the bottom of the window displays the metadata about the Hierarchy with the option to add additional information as comments. The User Comments section facilitates you to add or update additional information as comments.