Add an entity
You can add an entity to a single entity in a dimension or all entities in a dimension, in both budget and forecast workbooks.
A dimension is a level in your budget hierarchy and an entity is a value within a dimension. For example, a dimension is Country and the entities are Australia, the UK and the USA.
Add an entity to a single entity in a dimension
You can add an entity, such as a country, branch or product, into to a specific entity in a dimension. Here are some examples for why you might need to do this:
Your organization receives interest income from a new source in the UK. Previously, you only ever received such income from one country, the USA. The UK entity has been added to the Country dimension in your ERP system, now you need to add the UK into your financial budget, under the Other Income category. This example is illustrated in the image below.
You prepared an operational budget based on your Sales database. Later in the year, your organization opens up a new sales branch in Australia. The new branch entity has been added to the Branch dimension in your ERP system, now you need to add the branch into your budget, under the applicable Country dimension.
Your organization is releasing a new product and only one Sales Rep, Sam, is selling it. The product entity has been added to the Product dimension in your ERP system, now you need to add the product into your Sales budget, under Sam, who sits under the Sales Rep dimension.
On the Main tab, expand the rows to the applicable dimension, for example, the Other Income category in a financial budget.
Hover over the dimension row, then click the blue Add button that displays.
In the window that displays, select the entity you want to add. You can select multiple entities.
Select the applicable option:
If you are in a financial database, either:
Select the Add selected entities directly option to add the entity row to the worksheet without any account (child) rows. You can manually add accounts later.
Select the Clone revenue accounts from option, then select the entity from which you want to clone the accounts, for example, the USA.
If you are in an operational database, select the entity from which you want to clone the structure, for example, if you are adding a Sales Rep, you can clone the product class entities from another Sales Rep.
Click the Add Selected button.
View the new row in the worksheet. If you added the row without accounts, you need to switch to the unpruned view to see the row.
Additional rows for the new entity and its cloned structure display in the budget.
Add an entity to all entities in a dimension
If a new entity, such as a country, branch or product applies to all entities in a dimension, you can add that entity to all those other entities simultaneously. Here are some examples for why you might need to do this:
Your organization acquires a new business in another country, New Zealand (NZ) and you need to start budgeting for that country. The NZ entity has been added to the Country dimension in your ERP system, now you need to add NZ into your budget, under all categories. As the operating environment is similar to Australia, you clone the General Ledger account codes that are in use in Australia. This example is illustrated in the image below.
Your organization is releasing a new product and all your Sales Reps can sell it. The product entity has been added to the Product dimension in your ERP system, now you need to add the product into your budget, under all the Sales Reps in the Sales Rep dimension.
In the worksheet, click the dimension (Country) in the top toolbar and click Add [dimension] at the bottom of the list (the label of this dimension will depend on the circumstance, in this example it is Country).
In the window that displays, select the entity you want to add. You can select multiple entities.
Select the entity from which you want to clone the structure from, for example AUS.
Click the Add Selected button.
Additional rows for the new entity (NZ) and its cloned structure display in the budget.
Delete an entity row
If you change your mind or make a mistake, you can remove an entity you added. You cannot delete entities that were in the original workbook hierarchy. If you added an entity to all entities in a dimension, you cannot remove all occurrences of that new entity simultaneously. You need to remove them one by one.
To remove an individual entity row, hover over the left of the entity name and click the Delete button that displays, then click Delete to confirm.