Add items to a hierarchy

After you have created your hierarchy, you need to add items to it. The following items can be created and deleted according to your requirements; they are added to hierarchies:

• Consolidation nodes
• Projects
• Contract nodes
• Hierarchy Data Documents

The following documents are managed in the document library and can be created and deleted only by users with special access rights; they are linked to hierarchies:

• Regimes
• Calculation Parameters

For details about how to add and link documents, see Add a node and Link a document.

There are several other ways to add items:

• Copy or move items from another hierarchy (see Copy items from another hierarchy and Move items from another hierarchy).
• Copy the layout from another hierarchy (see Import the hierarchy structure and Export the hierarchy structure). Note that this function has limitations when it comes to documents with user-entered data, such as projects: when the structure is imported, these documents will be created but left blank; if you want a full copy, use the Copy From tool (see Copy items from another hierarchy).
• Import from another FINANCIALS database (see Import from a Palantir file).
• Load from a calculated Result Set (see Load items from a Result Set).
• Import from other applications. For details, see Import from Excel®, Import from Planning Space Dataflow and Import from a database.