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Hierarchies (Investment)

You can manage the investments, services, and ideas that comprise your investment from the investment hierarchy.

You can see your investments hierarchical lists—the projects, assets, applications, products, services, and other work from the hierarchy.

Both the financial rollup and the effort rollup are hierarchical representations of the investments, services, and ideas that comprise your investment. You can expand and collapse the items listed and add and remove child investments.

In the hierarchy, the Self line item displays the work values or costs that are specific to your investment. The line items that lie below the Self line item are the child investments, services, and ideas that comprise your investment. They also display the work values or costs specific to those child investments.

More information:

View the Financial Rollup (Investment)