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

How to Manage Allocations to Parent Investment (Idea)

Use the parents page of the idea hierarchy to view a list of investments and services to which the idea is allocated. Also, helps to view the percentage the idea is allocated to each parent.

You can do the following:

• Add and remove parent associations.
• View allocations to parent investments.
• Share idea allocation across parent investments.
• Aggregate idea costs to parent investments.

Follow these steps:

1. Open the idea.

   The list page appears.

2. Click the subject of the idea to view the investment the idea is allocated to.

   The properties page appears.

3. Select Hierarchy.

   The hierarchy page appears. You can view the details of the parent investment of the idea.