Previous Topic: Add Child Investments and Services from the Financial Rollup

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View the Financial Rollup (Service)

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

From the page you can track the costs incurred to build, maintain, and support your service. You can also track the allocation percentages, planned costs, actual costs, remaining costs, planned benefits, planned ROI, and planned NPV. And any other metric that are applicable to the service as a whole, and add and remove child investments to and from the 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. View the services and child services in the financial rollup.