Ideas › How to Manage Allocations to Parent Investment (Idea) › Define Allocations to Parent Investments (Idea)

Define Allocations to Parent Investments (Idea)

Allocate ideas to one or more parent investments or services. However, the total allocation percentage of your idea to its parent investments is required to equal 100 percent. View the parent investments and services allocation amounts of an idea on the parents page of the idea hierarchy.

You can define the allocation of the idea to a parent investment from this page.

Follow these steps:

1. Open the idea.
2. Click Hierarchy.
3. Click Add to add parent investments.
4. When all parent investments are added, click in the Allocation field of each parent and indicate the allocation of the idea.
5. Click Save.