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Adaptive Planning
上次更新時間 ：2023-06-23
Create Linked Levels for Multi-instances

Create Linked Levels for Multi-instances

After you complete your multi-instance setup, you can link the top level of a child instance to 1 of the levels in the parent instance. From the Level admin page in the parent instance, you can:
  • Create linked levels to link to the top level of one of the child instances.
  • Refresh the content of the linked levels to bring in the most recent data.
Example: Parent Instance includes:
  • HQ (top level)
  • Company A
  • Company B
Child instance representing Company A includes:
  • HQ (top level of Company A)
  • Engineering org
  • Sales org
You can make Company A in the parent instance a linked level to:
  • Roll up all the data from from all the levels in the child instance.
  • Store the data in the linked level for Company A in the parent instance.
To create a new linked level, do the following:
  1. Log in to the parent instance where you plan to create the linked level.
  2. Go to
    Modeling > Model Management
    and click
    Levels
    .
  3. Select the level to which you want the linked level to roll up.
  4. Click
    New Linked Level
    .
  5. Specify the details for the new level in the Level Details area. See Reference: Settings for Levels.
  6. In the
    Linked to
     field, specify from which instance you want the linked level to draw data.
  7. Click
    Save
     .
You can also create linked levels using the Import Organization Structure feature. See Import and Export Levels.