Once you have started creating your hierarchies, you can move a hierarchy, group, or budget anywhere in the hierarchies you create. Or you can copy a hierarchy, group, or budget and use it as a basis for another hierarchy, group, or budget. Moving hierarchies, groups, or budgets works similar to the “drag and drop” method of Microsoft Windows. Here is how moving an item works:
• | Moving the item to the next level down from the target item. Moving an item down one level makes the item a “child” of (next level down from) the target item. Moving an item also moves any children of the moved item. To move the item and make it a child of the target item, use the left mouse button to drag the item over the target item’s icon. Then click Move Item. |
Here is an example:
• | Moving the item to the same level (or within the same level) of the target item. Moving an item in the same level as the target item makes the item a “sibling” of (same level as) the target item. Moving the item also moves any children of the moved item. To move the item and make it a sibling of the target item, use the left mouse button to drag the item over the target item’s label. Then click Move Item. |
Here is an example:
• | Copying a hierarchy, group, or budget to the next level down or the same level of the target item. Copying a hierarchy, group, or budget duplicates that item as either a sibling or a child of the target item. Copying the item also copies any children of the copied item. To copy the item as either a sibling or a child of the target item, use the left mouse button to drag the item over the target’s icon or label. Then click Copy Item. |
Here is an example:
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