Hierarchies (Service) › How to Build a Hierarchy (Service) › Define Child Investment Allocations

Define Child Investment Allocations

When you first add a child investment to your service, its investment allocation is set at 100 percent, by default. View the amount a child investment is allocated to your service from the Allocation column on your service financial and effort rollup.

Use the set allocations page to define the percentage amount a child service, investment, or idea is allocated to your service. This page displays a list of the parent investments to which an investment is allocated. You can distribute the amount the child investment is allocated to its parent investments by editing the Allocation field.

Child investment cost totals are automatically aggregated to the parent service based on the investment allocation percentages.

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. Click the allocation amount for the child investment.

   The set allocations page appears.

4. In the Allocation field for your service, enter the amount the child investment is allocated to your service (the parent investment).
5. Save the changes.
6. Click Return to return to the parent service financial rollup page.