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Adaptive Planning
Last Updated: 2023-06-23
Steps: Create Levels

Steps: Create Levels

Security:
Organization Structure
 permission.
Levels are a required dimension for all data and typically represent the organizational structure of your business. You can create levels:
  • Manually.
  • Using the Level spreadsheet to import bulk changes to your level hierarchy.
  • Using a workforce planning configuration manager in Workday Core.
After changing the settings of parent levels, check the settings of all descendant levels for unexpected changes. When you change the settings of parent levels, you automatically change the inherited settings of all descendant levels. You can still change some of those settings back to what they were before.
You can clone levels to copy the settings, shared formulas, and data of another level.
Level changes affect data, data visibility, and flow.
  1. (Optional) Create level dimensions and attributes.
    Use level dimensions or attributes to create alternate level hierarchies. Example: You organize your level hierarchy by department, but also want to plan with levels by region.
  2. Select
    Modeling
     from the main menu.
  3. Click
    Levels
    .
  4. From the toolbar, click 1 of the buttons:
    • Create new level
      : The new level gets the same shared formulas and many of the settings of the level you select from the
      Rolls up to
       prompt.
    • Clone level
      : First select the leaf level you want to clone. The new level gets the same:
      • Settings, shared formulas, and data in all unlocked plan versions.
      • Settings and shared formulas in actuals and locked plan versions.
    • Create new linked level
      : The new level links to a level in another instance.
  5. As you complete the level settings, consider:
    Option Description
    Code
    Use any combination of letters, numbers, and symbols.
    Name
    Enter a unique name.
    For words to avoid and other guidelines, see Reference: Naming Conventions Best Practices.
    Rolls up to
    Select the parent level. The new level inherits many of the settings from the level that you select. When you're cloning levels, we recommend that you keep the default parent level to keep the shared formulas of cloned level.
  6. Click
    Save
    .
  7. (Optional) As you change the inherited settings, consider:
    Option Description
    In workflow
    Select whether or not to include this level in the Workflow process.
    Available for instances with Workflow and for level that have parent levels in Workflow.
    Currency
    Select a currency for the level, or
    Add Standard Currency
     to create a new currency. The exchange rate in the account settings converts the currency at parent levels.
    Level Attributes
    Tag the level with an attribute value to create alternate roll-up values for your level structure.
    When no attibutes display, create level attributes and values.
    Level Dimensions
    Tag the level with a dimension value to create alternate roll-up values for your level structure.
    When no dimensions display, create level dimensions and values.
  8. Click
    Save
    .
  9. Add or remove levels from the versions and sheets.
  10. Save the level.
New levels display on the level-assigned sheets that you made available to the level. They also display on reports and charts that already include their parent level.