Functions in the Tree View

Getting Started

Global Functions

Administration

Extended Planning & Analysis (xP&A)

Consolidation & Financial Planning

User Interface of Lucanet Consolidation & Financial Planning

General Functions

Using Keyboard Shortcuts

Functions Used to Change the Display

Functions in the Tree View

Functions in the Detail View

Adding Additional Information to an Element

Executing Multiple Elements Using Workflows

Basic Configuration

Dashboards

Reporting & Analyzing

Import and Journals

Planning

Consolidation

Dimensions

Excel-Integration

Workspace Configuration

ESG Reporting

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

This article gives an overview of the general functions that are available in Consolidation & Financial Planning to change the tree view.

The functions used to create, copy, cut, paste, and delete elements are available in the tree view for certain elements.

For this purpose, navigate to the desired element in the respective tree view, open the context menu and choose the desired function.

(In the tree view of a view, click the three dots icon and choose the desired function.)

A context menu for an item is displayed. The 'Copy' menu command is outlined in red. — 'Copy' menu command in the context menu of an item

In Consolidation & Financial Planning, you can change the order of elements in the tree view using the context menu command Change order . You can sort elements alphabetically in the Change order dialog, or use drag-and-drop to sort them manually.

The "Change order" dialog is displayed. The dialog shows, for example, the subordinate items of "Non-current assets", the order of which can be changed. — 'Change order' dialog

The Copy OID context menu command can be used to copy the OID of an element to the clipboard and then paste it, for example, in MS Word or MS Excel documents.

You can use the Properties context menu command to display the respective element properties and edit them, for example accounts and items can be configured (see Elements in Ledgers and Schedules).