Project Hierarchies › Build your Hierarchy › Add Child Investments and Services from the Financial Rollup

Add Child Investments and Services from the Financial Rollup

You can add child investments, services, and ideas to your project from the Project: Hierarchy: Financial Rollup or Project: Hierarchy: Effort Rollup page. Use the Select Investments page to choose one or more child investments or services to add to your project.

Before adding investments, services, and ideas to your hierarchy, make sure that you have added them in CA Clarity PPM. You should also work with the other investment managers to determine and define the investment or service allocations for each of the child investments and services you are adding to the hierarchy.

To add an investment or service from your project's financial rollup, click Add Child, select the check box next to the investment, service, or idea you want to add, and then click Add.