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Administrator Guide
Last Updated: 2024-09-20
Steps: Create Plan Hierarchies in AP&C

Steps: Create Plan Hierarchies in AP&C

Security:
Set Up: Budget General
 domain in Budgets functional area.
You can set up your plans or budgets in Adaptive Planning and Consolidation (AP&C) so that you have greater control in managing them at all levels of your organization. You can link plan structures to create plan hierarchies.
You can create 2 types of plan hierarchies:
  • True plan hierarchies enable you to control child and grandchild plans using your parent. You can link a parent to 1 child and that child to 1 grandchild, and so on; Workday doesn't limit the number of hierarchy levels.
  • Virtual plan hierarchies enable you to report across multiple plan structures. The parent has no lines of its own, and reflects the total of all its children. You can link a parent to many children, or a child to many parents; Workday limits you to 2 hierarchy levels.
  1. Create a plan structure with these settings:
    • Financial
       as the
      Plan Type
      .
    • For true hierarchies,
      Use Amendments/Approval
       checked.
    • For true hierarchies,
      Required
       checked for all dimensions on the
      Structured Dimensions
       tab.
    This structure becomes the primary or parent structure once you use it to create a child or link it to another structure with the same settings.
    For virtual hierarchies, create all parent and child structures. Child structures must have:
    • In
      Plan Entry by
      , the same time periods as the parent or a subset of these time periods.
    • The same structured dimensions as the parent. Children can have more, but if they're required on the parent, they're required on the children.
  2. Create or link plan structures for a true hierarchy or a virtual hierarchy:
  3. (Optional) Create all additional subordinate plan structures:
    • To create a grandchild structure for a true hierarchy, create or link another structure from the related actions menu of the child structure.
    • To create another child structure for a virtual hierarchy, link another structure.
  4. Create plan templates for your hierarchy.
    For true hierarchies, create plan templates from the parent plan structure. Workday generates templates for each child structure within the hierarchy at the same time, and links parent and child plans.
    For virtual hierarchies, create child plan templates before you create your parent template. When you create your parent template, you can select multiple child templates in the
    Linked Virtual Children Budgets
     prompt.
The resulting plan includes all details from all members in the hierarchy.
For virtual plan hierarchies with company hierarchies, you can use these reports to view plan lines for all your company hierarchies and companies:
  • Current Plan
  • Plan Consolidation