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Posted by J. Lynne Wilson Jenkins | Nov 28, 2019 8:18:59 AM

Adaptive Insights: Creating Scalable Levels

Level Overview

Levels are the organizational structures of your business.  For example, levels represent subsidiaries/entities, departments/cost centers/profit centers, regions, etc. 

Level Hierarchy

A level can be a leaf level – meaning it does not have any child levels below it. Levels can also be hierarchical – meaning that a Level can be a parent and/or a child. The hierarchy determines how the data will rollup or aggregate.

This aggregation is important for Reporting purposes, so, reporting requirements need to be considered early on when developing the Level Hierarchy.

The instance comes with a default Top Level. This Top Level cannot have a parent level above it, so it is Best Practice is to leave Top Level unchanged and add a Level under “Top Level” to serve as a starting point for the Level hierarchy. 

This formatting allows for organizational changes and growth in the future – acquisitions, restructuring, etc.  In the example below, Total Company is the Top Level and Consulting Inc is the starting point of the Level hierarchy.

If Total Company created another entity that would become the new parent of Consulting Inc and Consulting Services, it could easily be added as a child of Total Company.  Consulting Inc and Consulting Services could then be “reparented” to the new entity.

BEFORE ADDING “NEW PARENT” LEVEL

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AFTER ADDING “NEW PARENT” LEVEL

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Only Level

In Adaptive, data cannot be entered at the parent or rollup level. Therefore, the system automatically generates an (Only) child level for every parent level. Data that belongs at the parent level can be entered on the Parent (Only) level.

The (Only) levels do NOT appear in the Levels model management page but do appear in the Sheets and Reports Level drop-down selectors.

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Naming Convention

Uniformity and Consistency are very important in creating the Level names.  All Level names must be unique.  So if there are multiple entities using the same department name (ie., Marketing, Sales, etc), there needs to be some way to differentiate Marketing in one entity from another entity in the Level structure.

The Best Practice is to use the Naming Convention of :
Entity Name - Department (i.e., Entity 1 – Marketing, Entity 2 – Marketing)

Maintaining the consistency in the naming convention also makes it easier for users to search for a specific level in the drop-down selector.

Security Assigned Based on Level

Another factor that needs to be considered when building the Level structure is Security.  Users are granted access to data based on the level(s) to which they are assigned. 

Written by J. Lynne Wilson Jenkins

Lynne leverages over 25 years of business, consulting and corporate accounting experience to communicate Adaptive’s technical functionality in laymen’s terms. As the co-leader of BSP’s Adaptive Insights practice, she advises clients on best practices for budgeting, planning, reporting, and overall process improvement.

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