Project Hierarchies › Define Child Investment Allocations

Define Child Investment Allocations

When you first add a child investment or service to your project, its investment allocation is set at 100% by default. You can view the amount a child investment is allocated to your project from the allocation amount listed in the Allocation column on your project's financial and effort rollup.

Use the Set Allocations page to define the percentage amount a child service, investment, or idea is allocated to your project. This page displays a list of the parent investments to which an investment is allocated. You can distribute the amount the child investment is allocated to its parent investments by editing the Allocation field.

To define a child investment or service's allocation to your project

1. Select Projects from the Portfolio Management menu.

   The Project: Properties: Main - General list page appears.

2. Click the name of the project you want to which you want to allocate investments.

   The Project: Properties: Main - General page appears.

3. Select the Hierarchy tab.

   The Project: Hierarchy: Financial Rollup page appears by default.

4. Click the allocation amount for the child investment or service you want to define.

   The Set Allocations page appears.

5. In the Allocation field for your project, enter the amount this child investment is allocated to your project, the parent investment, and click Save.