Functions in the Tree View

Last updated on 2026-04-22

Overview

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

Creating, Copying, Cutting, Pasting, and Deleting Elements

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
Changing the Order of Elements

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
Copying the OID

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. 

Viewing Element Properties

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).

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