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Administrator Guide
Last Updated: 2023-06-23
Create or Link True Child Plan Structures

Create or Link True Child Plan Structures

  • Create a plan structure to be the parent.
  • Security:
    Set Up: Budget General
     domain in Budgets functional area.
Parent plan structures must use these settings to create a link to a child-level structure:
  • Financial
     as the
    Plan Type
    .
  • Use Amendments/Approval
     checked.
  • Required
     checked for all dimensions on the
    Structured Dimensions
     tab.
You create a plan hierarchy by creating a child plan structure for your intended parent plan structure, or by linking a plan structure to your intended parent plan structure. The settings of this child plan structure must match the parent settings, but can have additional structured dimensions.
  1. Access the
    Create Child Plan Structure
     or
    Link Child Plan Structure
     tasks from the related actions menu of your intended parent plan structure.
    If you choose the linking method, Workday only displays eligible structures in the
    True Child Budget Structure
     prompt.
  2. Select
    True Parent-Child
     as the
    Hierarchy Type
    .
    You can use the
    Edit Plan Structure Hierarchy Name
     task anytime to revise the name.
  3. In
    Plan Entry by
    , select the same time periods as the parent or a subset of these time periods.
    Workday automatically populates the same time periods as the parent. You can change these default time periods as long as you select a subset of the parent time periods.
  4. (Optional) On the
    Structured Dimensions
     tab, add more dimensions to give more detail to your plan.
    Workday automatically populates structured dimensions with
    Required
     checked from the parent plan structure.
    If you plan to create a subordinate plan structure from this child plan, select
    Required
     on your additional dimensions. The grandchild plan structure must contain all dimensions from the child and all are required. This procedure applies to all hierarchy levels.
The child plan structure you created is now linked to the parent plan structure.
You can detach a child plan structure from a parent if no plan lines exist in child plan structure. Access the
Detach Child Plan Structure
 task from the related actions menu of the child plan structure. After detaching the child plan structure, both the parent and child are available for linking again.
Create your hierarchical plan using these linked plan structures on the
Create Plan Template
 task.