Investments › Investment Team › How to Staff a Team (Investment) › Remove Child Investments or Services from the Financial Rollup

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Remove Child Investments or Services from the Financial Rollup

Follow these steps:

  1. Open the investment from which you want to remove child investments or services.

    The properties page appears.

  2. Open the Hierarchy menu.

    The financial rollup page appears by default.

  3. Select the child investment you want to remove from the investment, and then click Remove.
  4. Click Yes to confirm.