Project Hierarchies › View the Project's Parent Investments and Services › Add and Remove Parent Investment Associations

Add and Remove Parent Investment Associations

You can add and remove parent investment associations to and from your project based on your company's business rules. You do this on the Project: Hierarchy: Parents page.

Add Parent Investments

Use the Project: Hierarchy: Parents page to add a parent investment association to your project. You can choose to add one parent investment or you can add multiple investments at one time.

Before adding parent 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 a parent investment to your project

  1. Open the project to which you want to add a parent investment.

    The Project: Properties: Main - General page appears.

  2. Select the Hierarchy tab.

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

  3. Select the Parents subtab on the hierarchy page toolbar.

    The Project: Hierarchy: Parents page appears.

  4. Click Add.

    The Select Investments page appears.

  5. Select the check box next to the parent investment you want to add, and then click Add.

    The parent investment is added to the project.

Remove Parent Investments

To remove a parent investment from your project

  1. Open the project to which you want to remove a parent investment.

    The Project: Properties: Main - General page appears.

  2. Select the Hierarchy tab.

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

  3. Select the Parents subtab on the hierarchy page toolbar.

    The Project: Hierarchy: Parents page appears.

  4. Select the check box next to the parent investment you want to remove from the project, and then click Remove.

    The Remove Investment confirmation page appears.

  5. Click Yes.

    The parent investment is removed from the project.