Hierarchies (Service) › How to Build a Hierarchy (Service) › Add Child Investments and Services from the Financial Rollup

Add Child Investments and Services from the Financial Rollup

You can add child investments, services, and ideas to your service from the financial rollup or effort rollup pages on the service hierarchy.

Verify that the investments, services, and ideas exist before you can add them to your hierarchy. Work with the other investment managers to define the investment or service allocations for each of the child investments and services in the hierarchy.

Note: The service hierarchy honors adding child/ parent only within the same entity.

Add a Child Investment and Service

Follow these steps:

1. Open the service.

   The properties page appears.

2. Open the Hierarchy menu, and click Financial Rollup.

   The financial rollup page appears.

3. Select the check box next to the desired child service, and click Add Child.

   The select investments page appears.

4. Select the check box next to the investments, and click Add.
5. Click Return.

Remove a Child Investment and Service

To remove child services from the financial rollup, select the check box next to the child service, and click Remove.