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You can manage the investments and services that comprise your service from your service investment hierarchy.
To view the hierarchical list—the projects, assets, applications, products, services, and other work—select Hierarchy. The financial rollup page of service hierarchy displays.
The financial hierarchy displays an aggregation of the investment and child investments planned cost, actual cost, and remaining cost. The values displayed are time-varying and factor in the investment allocation percentages that you have defined.
The value displayed in the Planned Cost field is the planned costs rolled up from the investment and child investments. The values are rolled up after factoring in the investment allocation percentages. The value displayed in the Actual Cost field is the costs incurred from billing and invoices. If the service is unapproved, the actual costs are also rolled up from the child investment or service. The costs are rolled up after the investment allocation percentage is factored in. That is, the service status is something other than "Approved". Actual costs do not display on the financial rollup because costs are yet to incur. The value displayed in the Remaining Cost column is the difference between the planned costs and the actual costs.
The Planned ROI and Planned NPV columns display the investment and child investment ROI and NPV. The Planned Benefit column displays the planned revenue - the sum of the planned benefit from the investment, service, or idea detailed budget.
From Hierarchy, you can also access the effort rollup and parents pages of service hierarchy. For example, to access the service effort rollup, open the Hierarchy menu for the service and select Effort Rollup.
Both the financial rollup and the effort rollup are hierarchical representations of the investments, services, and ideas that comprise your service. You can expand and collapse the items listed on this page and add and remove child investments or services.
Depending on the view you select in the hierarchy, the self line item displays the work values or costs specific to the parent service. The line items that lie below the Self line item are the child investment, or services. The investment or service comprise your service and the work values or costs specific to the child investment and services.
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