Defining additional planning hierarchy for a cycle

You can link the additional planning hierarchies to a cycle, that can be used in worksheets.

To link additional planning hierarchies to a cycle:

  1. Select Configuration > Cycles > Cycles.
  2. Click New and specify the required information in the cycle details pane.
    See, Defining cycles
  3. Click New on the Additional Planning Hierarchy tab.
  4. Specify this information in the Additional Planning Hierarchy window:
    Module
    The module in which the planning hierarchy is used.
    Type

    The type of the planning hierarchy.

    • Item
    • Location
    • Period
    Note: The rolling period defined for the additional planning hierarchy of type Period is available only in the modules for which the additional period hierarchy is defined.
    Hierarchy
    Select a planning hierarchy that is specified for the combination of module and hierarchy type.
    Note: 

    These hierarchies are listed for selection:

    • Item hierarchies with a code list that is equal to the code list of the Item Hierarchy, as specified on the Cycles page.
    • Location hierarchies (at the lowest level) with a code list that is equal to the code list of the lowest level of the location hierarchy, that is specified on the Cycles page for the selected module.
    Base Levels
    Specify the level of the additional planning hierarchy that must be linked to the base level of the primary hierarchy.
    Note: These levels are based on the values specified in the Type and Hierarchy fields.
  5. Click Add.
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