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View the Financial Rollup (Investment)

You can view the investment financial rollup on the investment hierarchy page. This page displays a hierarchical list of the child investments, services, and ideas that comprise your investment. All of the child investment costs and benefits are rolled up to the parent investment, and are listed on the parent investment line items.

You can track the costs incurred to build, maintain, and support your investment using allocation percentages, planned costs, actual costs, remaining costs, planned benefits, planned ROI, and planned NPV. You can also view and any other metric that are applicable to the investment as a whole, and add or remove child investments.

Follow these steps:

  1. Open the investment from which you want to view the financial rollup.

    The properties page appears.

  2. Open the Hierarchy menu and click Financial Rollup.
  3. View the list of investments.