Build your Hierarchy

You can add and remove child investments, services, and ideas to and from your project's investment hierarchy based on your company's business rules. The child investments, services, and ideas that are available for you to add to your project are those to which you have view access rights and those that are associated to the same entity as your project. Use the Project: Hierarchy: Financial Rollup or Project: Hierarchy: Effort Rollup page to add or remove associations of investment and services to your project's hierarchy.

As you build your hierarchy, the associated child investment or service planned costs (forecasted and budgeted) are rolled up to your project, the parent investment, as planned costs and are displayed on the financial rollup. Similarly, the associated child investment or service aggregated work values are rolled up to the parent investment and are displayed on the effort rollup. When you add or remove a project as a child investment to your project, it is also added or removed as a subproject to your project. You can view a list of your subprojects on the Project: Properties: Subprojects page.

More information:

View the Project's Financial Rollup

Add Child Investments and Services from the Financial Rollup

Remove Child Investments or Services from the Financial Rollup

Define Child Investment Allocations

View the Project's Effort Rollup