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Workday-Adaptive-Planning Exam - Topic 3 Question 2 Discussion

What information does Adaptive Planning require to import new levels?
C) Rolls up to
A) Short name
B) Currency
D) Code

Workday-Adaptive-Planning Exam - Topic 3 Question 2 Discussion

Actual exam question for Workday's Workday-Adaptive-Planning exam
Question #: 2
Topic #: 3
[All Workday-Adaptive-Planning Questions]

What information does Adaptive Planning require to import new levels?

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Suggested Answer: C

When importing new levels into Workday Adaptive Planning via the level import process, the 'Rolls up to' field is a required data element. This field specifies the parent level to which the new level reports, defining its position within the organizational hierarchy. Without the 'Rolls up to' value, the system cannot place the level correctly in the hierarchy, making it an essential import requirement. The import file for levels typically requires: the level name, the level code, and the 'Rolls up to' parent reference. While the level Code is also important for identification, among the options listed, 'Rolls up to' is the critical structural requirement that determines hierarchy placement. Short name is optional metadata. Currency can default to the corporate currency if not specified for individual levels. The 'Rolls up to' field is the hierarchical anchor that the system mandates to establish parent-child relationships during bulk level imports. Reference: Workday Adaptive Planning --- Level Import, Required Level Fields, Hierarchy Configuration.


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Chuck
2 hours ago
From what I recall, "Rolls up to" is definitely required, but I can't remember if "Currency" is necessary too.
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Virgilio
5 days ago
I'm a bit confused about the "Short name" and "Currency" options. Do we really need both for importing new levels?
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Heike
10 days ago
I remember practicing a question like this, and I feel like "Code" is also important for identifying levels.
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Estrella
16 days ago
I think Adaptive Planning needs the "Rolls up to" information for new levels, but I'm not entirely sure.
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