Investments › Hierarchies (Investment) › How to Build a Hierarchy (Investment) › Define Child Investment Allocations

Define Child Investment Allocations

When you first add a child investment or service to your investment, its investment allocation is set at 100 percent by default. View the amount a child investment is allocated to your investment from the allocation amount listed on your investment financial and effort rollup.

Define the percentage amount a child service, investment, or idea is allocated to your investment. You can distribute the amount the child investment is allocated to its parent investments by editing the Allocation field.

Follow these steps:

1. Open the investment.

   The properties page appears.

2. Open the Hierarchy menu and click Financial Rollup.
3. Click Parents.

   The investment hierarchy parents page appears.

4. Click the allocation amount for the child investment or service you want to define.

   The set allocations page appears.

5. In the Allocation field for your investment, enter the amount this child investment is allocated to your investment, the parent investment.
6. Click Save.