Creating mappings

To create a mapping:

  1. Select Configuration > Cycle > Mappings.
  2. Click New.
  3. Specify this information:
    Name
    Specify the identifier for the mapping in the application.
    Description
    Specify a description for the hierarchy mapping.
    Status
    The current status of the mapping. The status, which is set by the mapping validation process, can be:
    • Ready: Status after a successful validation.
    • Building: Status for new mappings and edited mappings.
    • Invalid: Status after a validation failed.
  4. In the Hierarchy Mapping section, specify this information:
    Source
    Select from a list of planning hierarchies.
    Source Level
    Select from the named levels of the source hierarchy.
    Destination
    Select from a list of planning hierarchies.
    Destination Level
    Select from the named levels of the destination hierarchy.
  5. In the Attribute Mapping section, specify this information:
    Code List
    Select from a list of code lists. Indicates the structure (attributes) of the code list that is linked to the mapping definition. The code list elements of the selected code list that make up the mapping pairs.
    Note: Changing the code list while editing a mapping resets all attribute fields.
    Source
    Select from a list of attributes in the selected code list, with type text. Indicates the attribute in the code list that contains the list of source locations to map. All mappings must have a source attribute defined.
    Destination
    Select from a list of attributes in the selected code list, with the type Text. Indicates the attribute in the code list that contains the list of destination locations to the map. All mappings must have an end date attribute defined.
    Share
    Select from a list of attributes in the selected code list, with the number type. Indicates the attribute in the code list that contains the share weighting between nodes. All mappings must have a share attribute defined.
  6. To add more mapping pairs to the list, repeat steps 2 to 5 as required.
  7. To save the mapping, click Submit.