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Adaptive Planning
Last Updated: 2026-05-29
Import and Export Levels

Import and Export Levels

  • Organization Structure
     permission.
  • Structure Import
     permission.
Use the import function to create many levels and make bulk changes to existing ones. You can either:
  • Export the current structure, which you can modify in Excel before importing.
  • Download the Excel template and fill out the blank
    Import
     tab.
When preparing an Excel spreadsheet for import, don't leave more than 1 blank row between levels. The import ignores all rows after the 2nd blank row.
Also, make changes manually and avoid using the import options when you want to change:
  • Codes. Changing the code in the import adds new levels, dimensions, and attributes with the same names and new codes.
  • Names. Changing the name in the import has no effect on the structure.
To avoid import errors, don't alter the Name and Code pairings controlled by the workforce planning configuration manager.
  1. Download an Excel sheet.
    You can modify this sheet and import it back into Adaptive Planning.
    1. From the main menu, select
      Modeling
      Model Management
      .
    2. Select
      Levels
      .
    3. From the toolbar, select either:
    Button
    Description
    Generate printable view
    Enables you to download an existing structure as an Excel sheet and modify it.
    This Excel sheet includes availability status columns for each version, but any changes you make to those columns won't be included when you import the sheet back into Workday.
    Import organization structure
    Enables you to download a blank template when you select
    Download template
    . You can view instructions on the first tab of the template.
    You can use this option only when you have the Import Structure permission.
  2. Modify the Excel sheet.
    Don't leave more than 1 blank row between levels.
  3. Import the Excel sheet back into Adaptive Planning.
    1. From the main menu, select
      Modeling
      Model Management
      .
    2. Select
      Levels
      .
    3. From the toolbar, select
      Import organization structure
      .
    4. As you complete the task, consider:
    Option Description
    Update and append
    Recommended option:
    • Adds new levels.
    • Updates existing levels that you included in the import.
    • Leaves levels that you didn't include in the import as is.
    Reload entire structure
    Use this option with caution:
    • Adds new levels.
    • Deletes and replaces the entire level hierarchy.
    • Deletes all data.
    You can't use this option if you have any locked or archived versions.
When you also change the
Rolls up to
 value in the import, the changes you made to some settings are null. They, instead, match the parent.