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Adaptive Planning
Reference: Settings for Account Groups

Reference: Settings for Account Groups

Field
Description
Code
Any combination of numbers, letters, and underscores.
Name
Any combination of letters, numbers, and special characters. Overrides the display name of the account for dashboard charts when the account name is long.
Short Name
Any combination of letters, numbers, and special characters. Overrides the display name of the account for dashboard charts when the account name is long.
Rolls up to
Identifies the parent group. Group accounts can only roll up to other groups or the root account.
Account Attributes
Available if your model has account attributes.
Tags the account with attributes. The number of drop-down prompts match the number of account attributes available in your model.
Start Expanded
  • Yes
    : Expands rollup or group accounts on sheets to display child accounts.
  • No
    : Collapses rollup or group accounts on sheets.
Each person who opens a sheet can change their sheet view and save it as their default, which overrides this setting.
Data Entry Sheet Type
  • Standard
    : You can add the account to any number of standard sheets.
  • Cube
    : Makes the account a cube-entered account. You can add the account to any number of standard sheets and up to 1 cube sheet.