Planning Form design question

Hi all,
I am well versed in (most things) essbase, having worked with it for almost 9 years.
I have always made it common practice to not write to upper level members (even before ASO came along), making alternate "Input" member hierarchies when needed for allocation inputs. This way there is always traceability back to the number that was entered.
Most of the time I don't mix Top-Down and Bottom-Up input forms into one, I usually create one for each usage, the exception being in ActiveOLAP where I designed the input form for 2 types of input and open/locked cells based on the input type. (But again, it was designed to be unique for what type of input was being entered)
Now I'm getting into using Planning and we just ran thru a demo where we input numbers at a "NA_Dept" member and on save the business rule allocates them to lev 0 departments (based on an alloc % that has been entered). Then we went and ad-hoc retrieved the department members (along with Departments) to show the allocated numbers. Played around a little and changed them, ran a business rule to agg it back up. Then our manager wanted to go back to the input form where we input numbers to be allocated and they didn't show the updated Departments number (because we used the never consolidate on the "NA_Dept" input member).
To make a long story short (I know, too late), what is the best practice for designing web forms? Allow users to input to upper levels for allocations, that way it works Top-Down AND Bottom-Up? Or create different forms for different uses, and have it be a training item?
TIA,
Robert

But isn't this the idea of having top-down and bottom up combined? With top down you'd give people a route to follow and let them align their data as close as possible to what's stated in top down. But they don't necessarily have to accept the top down assumptions as they are and that's why they are given the freedom to modify allocated figures in bottom up. Then of course, variance reporting comes into play to show variance in assumptions vs collected data.
I mean, in short, I think bottom up and top down don't necessarily have to match as long as the variance is justified by whoever did the entry.
Cheers,
Alp

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Hai,
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Help out other by using the rating system and marking answered questions as "Answered"

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Message was edited by:
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