In the Adaptive Planning hierarchy, which accounts are considered top-level accounts?

In the Adaptive Planning hierarchy, root accounts are identified as top-level accounts. Root accounts serve as the foundational elements in the planning structure and typically represent the highest level of aggregation for financial data within the hierarchy. These accounts are crucial for organizing the overall plan and are essential in establishing sub-accounts, such as child accounts, which can roll up into them.

Root accounts can encompass various types of data that are critical for comprehensive financial planning, including revenue, expenses, and other significant financial metrics. By being at the top of the hierarchy, root accounts provide a structured way to summarize and analyze data, making it easier for users to generate reports and forecasts.

Other types of accounts, such as GL accounts or editable accounts, serve important functions but do not operate at the top level of the hierarchy. GL accounts, for instance, pertain to the general ledger and represent specific financial transactions rather than overarching summaries. Editable accounts might allow for user changes but are still subordinate to the root accounts within the hierarchy. Thus, root accounts' position and functionality are what make them essential as the top-level accounts in Adaptive Planning.