How to Build a Service Hierarchy › Define Parent Investments and Allocations

Define Parent Investments and Allocations

You can add one or more parent investments to a service. Define the allocations for each child investment in the service hierarchy. Investment and service allocations can be split among more than one parent investment. The total combined allocation is always 100 percent.

Follow these steps:

1. Open a service.
2. Open the Hierarchy menu, and click Parents.

   The parents list page appears.

3. Click Add to select one or more investments that you want to designate as parent investments.
4. In the Allocation field, enter the allocation percentage for the parent investment.
5. To remove a parent, select the check box for the investment and click Remove.
6. Save the changes.