Reference: Valid True Plan Hierarchy Relationships in AP&C

This table describes valid relationship rules for true plan hierarchies in Adaptive Planning and Consolidation (AP&C), to use when you create child plan structures that are compatible to parent plan structures:

	Parent	Children and Grandchildren
Hierarchy Relationship	Can have only 1 child.	Can have only one parent. Each child can have only 1 child. Can have multiple levels of grandchildren, with 1 member at each level.
Dimensions	All are required.	All are required. Must include all dimensions from the parent. All dimensions must roll up to the parent's top level dimension. Dimension members can be a subset of the parent dimension. Example: If the parent structure includes Cost Center Hierarchy 1 , then the child structure can include Cost Center Hierarchy 1.1 or individual cost centers within that hierarchy. Can have additional Required or Optional structured dimensions to give more granular plans. Example: For the parent plan, you choose Cost Center Hierarchy as your organizing dimension. On the child plan you include Cost Center 1 and Cost Center 2 . At the grandchild level, you can drill further into those cost centers by identifying specific regions within them as dimensions to give you a more granular plan.
Time Periods	Largest time periods. The parent time periods can't be smaller than any of its children.	Must be a subset or the same as the parent so it can roll up into the parent time periods. Example: If the parent uses a summary schedule of quarterly for plan entry, the child and any grandchildren can be quarterly or by period, but not use the duration plan entry.
Accounts	Must include all accounts from the child and all grandchildren.	Parent accounts must include all accounts from the child and all grandchildren.
Amount	Controls the amounts available to the child and grandchild plans.	Can't exceed the amount of the parent plan. Amounts must roll up to be within the parent plan amount. Example: If the parent plan is 100,000 EUR, the child plan can have 4 rows, 25,000 EUR each. An associated grandchild can have 3 rows of 25,000 EUR and later be amended to increase by up to an additional 25,000 EUR. Can be less than the parent amount. Workday includes a validation during the submit plan process to ensure that the child plan amounts don't exceed those of the parent. Use the Child Budget Exceptions report to identify which child plan lines exceed the amount of the parent.
Amendments	Don't impact child plans.	Must be within the parameters of the parent plan. Cascade up to the parent to amend the corresponding line of the parent, if the child plan is amended to exceed that of the parent. Workday doesn't cascade these amendments if the parent is configured for unbalanced amendments. Unbalanced amendments to the child don't cascade if: The child amount is decreased. The parent plan amount is not exceeded. Adding a new row and amount to a child plan, adds a new row to the parent as well.