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Adding and importing data to custom hierarchies

You can add any custom hierarchies required for your organization. For example, you may want to plan your territories based on product and industry. In this case, you can add a Products hierarchy that contains data about the products your organization sells and an Industry hierarchy that contains data about the industries your organization sells to.

Before you import your hierarchy data, make sure that you've completed the following tasks:

  1. On the Planning cycles home page, click the planning cycle to open.

  2. Click the Command center icon Screen_Shot_2021-10-04_at_5_40_21_PM.png.

  3. Click the Add hierarchy icon Add icon circled.

  4. Enter a name for the hierarchy.

  5. Review the file structure and then click Next.

  6. Click Choose a file.

  7. Navigate to your pre-formatted CSV file, select it, and then click Open.

    A progress bar displays as your file loads. Your file will show as Pending for a minute or so and then change to Completed.

  8. Click Complete.