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:
Fund
- New Contracts & Grants Funds
- New Current Funds Not C&G
- New Non-Current Funds
Chart1
- Newly Created Chart1
Chart2
- Newly Created Chart2
CalPlanning Release Notes notify users of hierarchy tree updates.