Hi @LipChean_Soh , I'm going to build off of your example in order to ask my questions.
Assumptions: - In your example, "Retails" and "Wholesale" are list members in a list called "L1 Channel" - I have a module with Applies To of "L1 Channel"
- This module has a line item with formula of "IF ITEM('L1 Channel') = 'L1 Channel'.Retails THEN 1 ELSE 0
- Previously I would forecast volume at "L1 Channel". Now I want to forecast volume at a lower level.
- This lower level will be a list called "L2 Sub-Channel" with list members of "Mass Merchandise" and "Drug and Dollar"
Issue: To enable the lower level of planning using "L2 Sub-Channel"...I have to: 1) Remove my formulae 2) Update the Applies To from "L1 Channel" to "L2 Sub-Channel" 3) Revise my formulae to reference "L2 Sub-Channel" 4) Enter my revised formulae into the Line Items
Questions: 1) If I used the Boolean Staging in your example, would that circumvent my "Issue" above? 2) In general, how should I have staged my lists/modules to accommodate a future lower level hierarchy (e.g. I plan at L1 last year but need to plan at L2 next year)