Administration

Note: This function is typically managed by your Blue Ops representatives.  How to add a level to an existing hierarchy?   Within Diligent, navigate to the 'Manage' tab and then select 'Hierarchy.'    Click the three dots to the right of the hierarchy you would like to add a level to and select '...

Note: This function is typically managed by your Blue Ops representatives.  This article contains the following topics:  What is a hierarchy?  How do I add a new hierarchy in Diligent?  What's an example of a hierarchy?  Best practices?  Types of hierarchies?  How to create a hierarchy?  Managin...

Note: This function is typically managed by your Blue Ops representatives.    Hierarchies are a helpful tool to layer in summarization over the detailed core fields in the dataset such as customer, SKU / item, project, service, ship-to-zip, etc. A few common examples have been included below.  ...

Exporting data in Diligent  Exporting data can be useful for providing flat extracts to potential buyers. This task can be managed by your Diligent / Blue Ops Representatives or can be done via self service through the 'Query Builder'. 'Query Builder' is a feature we can enable for you, which wil...

Note: This function is typically managed by your Blue Ops representatives.  Accessing Manage Hierarchy  The suite of management tools is accessible via the “Manage” button on the left navigation pane on the Diligent main page. Leaving your mouse over the “Manage” icon will display the “Hierarchy”...

Note: This function is typically managed by your Blue Ops representatives.  Manage Scenario Overview  The Manage Scenario tool allows Administrative Users to create, manage, lock/unlock, and adjust the ordering of relevant Scenarios; Actuals, Plans, Forecasts, and Budgets. These adjustments are t...