New Members in Fund, Chart1 and Chart2 Dimensions

Although new members may be added to the Fund, Chart1, and Chart2 dimensions throughout the month, the hierarchy tree is only updated once a month in CalPlanning.  Until the hierarchy tree is updated, new members roll up to temporary parents:


  • New Contracts & Grants Funds
  • New Current Funds Not C&G
  • New Non-Current Funds


  • Newly Created Chart1


  • Newly Created Chart2

CalPlanning Release Notes notify users of hierarchy tree updates.