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Multi-Instance Creating Linked Levels

Once the multi-instance structure is complete, the Level Administration screen includes New Linked Level. (see Level Administration  for more information.)

To create a new linked level, do the following:

  1. Log in to the parent instance where you plan to create the linked level.
  2. Go to Modeling > Model Management and click Levels.
  3. Select the level to which you want the linked level to roll up.
  4. Click New Linked Level.
  5. Specify the details for the new level in the Level Details area.
  6. See “Defining Level Details”.
  7. Be sure to specify which instance you want the linked level to draw data from in the Linked to field.
  8. Click Save

You can also create linked levels using the Import Organization Struc­ture feature. For more information on importing organization structures, see “Importing an Organization Structure”.

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