Editing Relationship Details

ERP CloudProfessional Services Cloud

To edit relationship and dimension values from the child scenario:

  1. Navigate to the child scenario.
  2. Click Manage Relationships.
  3. Click Show Actions.
  4. Click Edit Names.
  5. Enter a unique relationship name.
  6. Under the name of the dimension and to provide the new child dimension name displayed on the parent plan, do one of the following:

    • If the dimension value already exists, search for and select the dimension value.
    • If the dimension value does not exist, do the following:

      1. Enter the dimension value.
      2. Select the new value from the drop-down list.
  7. Click Save.

To edit relationship and dimension values from the parent plan:

  1. Navigate to the row you want to edit on the parent plan.
  2. Click .
  3. Click Edit Details.
  4. Enter a unique relationship name.
  5. Under the name of the dimension and to provide the new child dimension name displayed on the parent plan, do one of the following:

    • If the dimension value already exists, search for and select the dimension value.
    • If the dimension value does not exist, do the following:

      1. Enter the dimension value.
      2. Select the new value from the drop-down list.
  6. Click Save.