Line Item Subsets

Planual Rules regarding Line Item Subsets in the classic Hyperblock engine.

Note: Rule numbers on this page may not be sequential. Our Planual uses a common index across Classic Hyperblock and Polaris Engines, which means some rules only appear on one page or may have been removed.

Prefix with LIS then a description or the module used in the Line Item Subset. For Line item subsets using multiple modules, use a generic name that best describes its purpose

Good Practice Naming Conventions

Use Line Item subsets to create different numeric formulae for each version to avoid multiple IF statements.

Line Item Subsets Demystified
Decreasing the Length of your Formulas
Variance Analysis with Native Versions made easy

By default, you should keep summaries turned off on line items using the Collect() function. By having summaries turned on, the system is aggregating data that isn't usually needed.