Adjusting and analyzing the structure

You expand and collapse the view of closed and opened aggregated elements by clicking the appropriate symbol. If you open aggregated elements, their subordinate aggregated and base elements are displayed.

To create a top-level dimension element, right-click the gray area underneath the first column of the table, select the New Element... command and specify a name. To delete an element, right-click its symbol and use the Delete command. If the element that you delete contains child elements, these elements will be moved to the top level of the structure.

  • Columns and elements in grey cannot be edited. The corresponding dimension attributes have the property Built-In in the database and are required for the application.
  • If you change a dimension and the changes are not displayed, right-click the dimension in the tree and select the Refresh command.

Elements may be moved and subordinated to other elements by holding down the left mouse button using drag and drop. When you move elements with the right mouse button, you can select Move or Copy. The shortcut menu contains further commands:

  • Select New Child Element... to add a child element to the selected element. A dialog opens, where you specify the name and the weighting of the element for the calculation of the parent element (Weighting: Negative -1, Zero 0 or Positive 1). You can change the weighting later on the Parents tab in the option section.
  • Select Remove from Parent to detach an element from the superior element. If it is not subordinate to any other element, it is moved to the top level of the hierarchy.
  • Select Add Parent... to assign a parent element to the selected element, or create parallel hierarchies by assigning additional parent elements. In the Select Element dialog use the text filter and the buttons Collapse All and Expand All to expand or collapse the view. You cannot create circular parent-child relations. An element cannot be a child element and a top level element at the same time.
    Note: Use the Add Parent... and Copy commands to assign a parent to a child element, without creating a new element (parallel hierarchy). The data of child elements assigned to more than one parent must be edited only once apart from the weighting, which is parent-specific.
Changes to the organization structure in Infor d/EPM business applications can result in loss of data. Follow these rules:
  • Do not add or move dimension elements in the Organization dimension (BPDORGANIZATION) unless all tasks in Infor d/EPM are completed for all cycles.
  • Do not add or move dimension elements in the Organization dimension (BPDORGANIZATION) until all tasks that have been accessed by a planner are submitted and approved.