Investments › Hierarchies (Investment) › How to Manage Parent Investments (Investment) › Define Parent Investment Allocations (Investment)

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Define Parent Investment Allocations (Investment)

Investments can be allocated to one or more child investments or services. However, the total allocation percentage for a parent investment must equal 100 percent. You can view the parent investments allocation amounts for your investment on the investment hierarchy parents page.

To edit or define the percentage allocation of a parent investment

  1. Open the investment.

    The properties page appears.

  2. Open the Hierarchy menu and click Parents.

    The investment hierarchy parents page appears.

  3. In the Allocation field for the parent investment, define the allocation for your investment and save.