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Administrator Guide
Last Updated: 2023-06-23
Link Virtual Child Plan Structures

Link Virtual Child Plan Structures

  • Create all parent and child plan structures.
  • Security:
    Set Up: Budget General
     domain in Budgets functional area.
Financial and project plan type structures are eligible to be the primary or parent structure in a hierarchy. In financial plan type structures, you can include child structures with financial or position plan types. In project plan type structures, you can include child structures with project plan types.
You can create a plan hierarchy by linking a plan structure to your intended parent structure. Child structures must have:
  • In
    Plan Entry by
    , the same time periods as the parent or a subset of these time periods.
  • At least 1 structured dimension in common with the parent. Dimension members must be the same as the parent or a subset of these dimension members.
  1. Access the
    Link Child Plan Structure
     task from the related actions menu of your intended parent plan structure.
    Workday only displays eligible structures in the
    Virtual Child Budget Structure
     prompt.
  2. Select
    Virtual Parent-Child
     as the
    Hierarchy Type
    .
    You can use the
    Edit Plan Structure Hierarchy Name
     task anytime to revise the name.
The child plan structure is now linked to the parent plan structure.
You can detach a child structure from a parent if no plan lines exist. Access the
Detach Child Plan Structure
 task from the related actions menu of the child structure.
Create your hierarchical plan using these linked structures with the
Create Plan Template
 task.