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How to Build a Hierarchy (Investment)

You can add and remove child investments, services, and ideas to and from your investment hierarchy based on your company business rules. The child investment and ideas available for you to add to your investment are the ones to which you have view access rights. These investments are associated to the same entity as your investment. Use the financial rollup or effort rollup page to add or remove associations of investments to your investment hierarchy.

As you build your hierarchy, the associated child investment planned costs are rolled up to your parent investment, as planned costs in the financial rollup. Similarly, the associated child investment aggregated work values are rolled up to the parent investment and are displayed on the effort rollup.

Do the following to build an investment hierarchy: