Project Hierarchies › View the Project's Parent Investments and Services › Define Parent Investment Allocations

Define Parent Investment Allocations

You can allocate investments and services to one or more child investments or services, however the total allocation percentage for a parent investment must equal 100%. You can view your project's parent investments allocation amounts on the Project: Hierarchy: Parents page.

To edit or define the percentage allocation of a parent investment, use the parent investment or service's Allocation field. This field displays on the Project: Hierarchy: Parents page. You can also define the parent investment allocation by clicking the percentage allocation amount on the Project: Hierarchy: Financial Rollup page or the Project: Hierarchy: Effort Rollup page, which opens the Set Allocations page.