Manage hierarchy

This action will bring up a dialog window with three sections:

• an action toolbar along the top
• a tree on the left representing the structure of the hierarchy
• a context-aware section on the right side that shows details of the selected member.

Hierarchy tree

The tree enables drag-and-drop functionality for members and offers a right-click menu for adding, editing, or deleting members. Certain rules apply to the tree regarding allowable drag/drop actions. For example, if you are dragging a roll-up around, you cannot make it a child of a leaf.

Member detail

On the right side, when you select a member, you will be able to see details of the member. Depending on the hierarchy and the member selected, different details will be shown based on the attributes the hierarchy and member have.