Investments › Hierarchies (Investment) › How to Build a Hierarchy (Investment) › Add Child Investments from the Financial Rollup

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Add Child Investments from the Financial Rollup

You can add child investments, services, and ideas to your investment from the investment hierarchy financial rollup or effort rollup.

Verify that you have created investments and ideas in CA Clarity PPM before adding them to your investment hierarchy. Work with the other investment managers to determine and define the investment allocations for each of the child investments you are adding to the hierarchy.

Follow these steps:

  1. Open the investment.
  2. Open the Hierarchy menu and click Financial Rollup.
  3. Click Add Child.
  4. Select the investment, service, or idea you want to add, and then click Add.

More information:

Investment Creation