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Adaptive Planning
Last Updated: 2023-06-23
Reference: Levels Toolbar

Reference: Levels Toolbar

Button
Description
Create new level
Creates a new child level. Workday creates the new child level under the parent level that you select, unless you change the
Rolls up to
setting.
Create new linked level
Creates levels that link to another instance for multi-instance solutions.
Clone level
Clones only leaf levels, copying the data, shared formulas, and majority of the settings of the cloned level, unless you change the
Rolls up to
setting.
Generate printable view
Downloads the Levels spreadsheet with all levels and the settings for each level. You can make changes in the spreadsheet and import the levels.
Import organization structure
Imports bulk changes with the Levels spreadsheet and enables you to download the blank Levels spreadsheet template.