How to Build a Service Hierarchy › Examine the Effort Rollup for a Service

Examine the Effort Rollup for a Service

You can view the total work effort that was performed on the approved or unapproved investments, services, and ideas in the hierarchy.

Follow these steps:

1. Open a service.
2. Open the Hierarchy menu, and click Effort Rollup.
3. To view each service including any parent or child services, expand or collapse the items in the hierarchy.
4. Examine the aggregation of the child service labor-related information including the ETC, EAC, and actual work variances. The aggregation takes into account the child investment or service allocation percentages.
5. Depending on the view you select in the hierarchy, the Self line item displays the work values or costs for the parent service. The line items below the Self line are for any child investments or services.
6. To filter the list, select an option from the Status field.
7. To adjust allocations to align with business goals, you can also add or remove child investments or services.