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Field

Description/Instructions

Hierarchy Name

Define a title for the new custom hierarchy.

Hierarchy Description

A brief description of the hierarchy.

Hierarchy Type

Select the hierarchy type from the dropdown list (Custom Organisation/Custom Planning/Custom Human Resource/ Geographic).

Once you have completed the above steps, click on the 'Add' button to create the hierarchy.

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Depending on the component added, fields will be able to .

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Hierarchy

Hierarchy area allows you to create the hierarchy tree structure with the components selected from hierarchy configuration step which we looked at.

  • You can navigate to this area through Custom Hierarchies > Hierarchy.

  • Once you select the hierarchy from the dropdown menu given on the top right corner, you can click on the hierarchy nodes and Add the Title and other required components to create the hierarchy tree structure.

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