Inserting Hierarchy Groups

To insert hierarchy groups

1 Start the Budget Hierarchy Management process.

The default location of this process is the Acquisitions\Budget folder on the navigation bar.

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 or group you want to insert the new group under and choose Insert Group.
Choose the hierarchy or group you want to insert the new group under and choose Edit, Insert Group.
4 Enter the name for the group (for example, enter “Books”).

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 Do one of these options:
Insert another group on this same level of groups, or add another level of groups under this one by repeating steps 3 and 4.
Insert the budgets under the groups. (For more information on inserting budgets for the hierarchy, see Inserting Hierarchy Budgets.)
6 Save your changes.

 


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