Project Hierarchy Overview

You can manage the investments and services that comprise your project from your project's investment hierarchy. To view this hierarchical list—the projects, assets, applications, products, services, and other work—select the Hierarchy tab. The Project: Hierarchy: Financial Rollup page is the default page that displays.

From this tab you can also access the Project: Hierarchy: Effort Rollup and the Project: Hierarchy: Parents pages by selecting the subtabs that appear on the hierarchy page toolbar. For example, to access the project's effort rollup, select the Effort Rollup subtab.

Both the financial rollup and the effort rollup are hierarchical representations of the investments, services, and ideas that comprise your project. You can expand and collapse the items listed on this page as well as add and remove child investments or services.

In the hierarchy, the "Self" line item displays the work values or costs that are specific to your project, the parent investment, depending on the view you have selected. The line items that lie below the "Self" line item are the child investment or services that comprise your project and the work values or costs specific to those child investment and services.

More information:

View the Project's Financial Rollup