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Knowledge and Support - Adaptive Insights

Editing an Existing Level

To make changes to an existing level, do the following:

  1. Go to Modeling > Model Management > Levels.
  2. In the Levels list on the left side of the screen, highlight the level you want to edit. The Level Details area on the right side of the screen becomes editable and displays the selected level’s details.
  3. Make whatever changes are necessary to the level’s details. To re-parent a level, adjust the Rolls up to field.

Warning: Any structural changes made on the Manage Organization Structure screen apply to all versions, including locked and actuals versions.

4. Click Save.

If the only change you are making is re-parenting the level, you can drag and drop it to its new parent. To do this, click the level to select it, then click it again and drag it to its new location in the organization structure.

When you re-parent a level, all the data and formulas in the level remain intact and move with it to its new location in the organization structure.

Using Import Structure to Re-parent levels

To re-parent levels in bulk:

  1. Download the Printable View.

  2. Update the structure in the downloaded file by editing items in the "Rolls up to" column.

  3. Click Import organization structure.

  4. Upload the file using the Update option.

You can only update existing structure elements using this method, and cannot add, delete or rename a level.

See Structure Import for more information.

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