I have set up employee list where in cost center is the parent. But how will the change of cost center be handled in Anaplan? If I just change the parent of the employee then the change is retroactive which should not be.
Hi Ana, If the cost centers are expected to change for employees, then there should not be a parent-child relationship between the two. Instead, try creating a concatenated list of Employee and cost center. This way, an employee will not be restricted to a single cost center and can be moved to any cost center as necessary
I think an idea that you can consider is that under the cost-centers you do not have "employees" but "positions" that are filled in by the employees.
As already suggested, you can consider having a list of "positions" as a combination of Employee + Cost Center to solve these situations. And this combined list will have as parent hierarchy the Cost center list.
This way, under the old cost-center, the historical data will remain untouched and a new element will be created under the new cost center.
Both elements will have as property the same "employee code" to have a common property that links both positions.
However, this means that you will need to consider to have 2 lists related to the "employee":
- One list with "Employee" list with general attributes (name, birth date, etc...)
- second a list of the "Positions" as a result of the combination of the Cost-center + Employee code which can have as parent hierarchy "Cost-center" list
If you want to create a more general model also for budgeting/forecasting (when you do not know the employee codes of the new employees) you can think at the "Positions" list under the cost-centers as a totally separated list and not necessarily the combination of Cost-Center and Employee code.