Update department hierarchy

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About this task

The tasks below can only be performed by users assigned to the Admin or Budget Process Owner roles. For more information on roles, see Frontdoor permissions and roles.

Dimensions are the essential data categories in budget line items. Many built-in dimensions have dependencies on other dimensions. For more information, see Reference data attribute and dimensions dependencies. You can import dimensions reference data from a .csv file or from Costing Standard and export dimensions reference data templates and table data. For more information, see Manage dimensions.

The following dimensions are linked to the Department dimension:

  • Cost Object Permissions
  • Cost Center
  • Plan Currency Rate

Procedure

If you plan to update or rearrange the department hierarchy, you must:
  1. Update the Cost Center and Department reference data. For more information, see Manage Financial Dimensions reference data).
  2. Update the Cost Object Permissions reference data. For more information, see Manage Cost Object Permissions reference data).
  3. If support for multiple currency is enabled, you must update the Plan Currency Rate reference data. For more information, see Manage Multi-Currency Conversion Rate Tables reference data).
  4. Navigate to your plan and click Update Reference Data. For more information, see Force a plan to use updated reference data).