To insert a hierarchy
1 | Start the Budget Hierarchy Management process. |
The default location of this process is the
Horizon displays the Budget Hierarchy Management window.
2 | Choose the current fiscal year from the drop-down box if Horizon is not already displaying the current year. |
The default current fiscal year is the one set in the Acquisitions Parameters window. (For more information on the Acquisitions Parameters window, see Acquisitions Parameters.)
3 | Do one of these options: |
• | Right-click on the hierarchy you want to insert the new hierarchy under and choose Insert Hierarchy. |
• | Choose Edit, Insert Hierarchy. |
Note: If this is the first time you are using the Budget Hierarchy Management feature, you must create your first hierarchy by choosing Insert New Hierarchy from the Edit menu.
4 | Enter the name you want for the hierarchy’s top level (for example, enter “1999”). |
Entering a name is the same as in the Microsoft Windows Explorer in that you click on the name to highlight it, then click and hold the mouse button for a second. When you release the mouse button, the name is in edit mode and you can enter the new name. Click outside the name to accept the new name or press TAB.
5 | Insert each level of groups under the hierarchy and add their budgets. (For more information on inserting groups for the hierarchy, see Inserting Hierarchy Groups. For more information on inserting budgets for the hierarchy, see Inserting Hierarchy Budgets.) |
6 | Create a new hierarchy as necessary by repeating steps 3–5. |
7 | Save your changes. |
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