This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release.
We would like to use Adaptive to determine the impact of proposed acquisitions on our overall financial position. To do this, we would need to set up a new organization and then manually input some revenue & cost assumptions and see the results that the model provides. We would like to incorporate this into our current structure so that the results are as accurate as possible. I am trying to determine where the best place to insert the new organization(s) into the structure, what are my options?
Every level in Adaptive Planning must roll up to the Top Level in your Organizational Structure. However, you can build multiple levels into the tree to accommodate keeping the new acquisition separate from the rest of your organization. One possible approach would be to create a new parent level under your existing top level and place all existing levels underneath that level. Then, you could create another level for the proposed acquisitions that roll up to the top level. Your structure may look something like this:
--- Existing Corporation
------> Research & Development
------> General & Admin
--- Proposed Acquisition(s)
------> New Sub-Level 1
------> New Sub-Level 2
With this structure, you will be able to easily report on just the existing structure, just the proposed acquisition(s) and the combination of both.
Alternatively, if you build in proposed acquisitions under the existing Total Company level, you could use Custom Calculations in reports to exclude the new level.