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Administrator Guide
Last Updated: 2023-06-23
Reference: Virtual Plan Hierarchy Relationships

Reference: Virtual Plan Hierarchy Relationships

This table describes rules for relationships in virtual plan hierarchies, to use when you create child plan structures that are compatible with parent plan structures:
Parent Plans
Child Plans
Hierarchy Relationship
Can have many child plans.
  • Can have many parent plans.
  • Can't have child plans.
  • Plan in a true hierarchy can also be a virtual child.
Structured Dimensions
  • Can have
    Optional
    structured dimensions.
  • Must include all dimension members used in child plans, to ensure that the plans add up correctly.
  • Can have any structured dimension as long as it exists on at least 1 child plan.
  • Must share at least 1 structured dimension with the parent plan.
  • Dimension members must be the same as or a subset of the parent dimension.
  • Can have additional
    Required
     or
    Optional
     structured dimensions for more granular plans.
Time Periods
Can't have a smaller time period than any of its child plans.
Example: If the parent plan uses a quarterly summary schedule for plan entry, the child plans can use either a quarterly or a period schedule, but not duration.
Accounts
Must include all child plan accounts.
Amount
Have no amounts of their own because virtual parent plans are summarized totals of their child plans.
Amendments
Can't be amended.
Can be amended.