Investments › Hierarchies (Investment) › How to Manage Parent Investments (Investment) › Add and Remove Parent Investments (Investment)

Add and Remove Parent Investments (Investment)

You can add and remove parent investment associations to and from your investment based on your company business rules. You can select to add one parent investment or you can add multiple investments at one time. You can also remove these parent investment associations.

Follow these steps:

1. Open the investment.

   The properties page appears.

2. Open the Hierarchy menu and click Parents.

   The investment hierarchy parents page appears.

3. Click Add.

   The select investments page appears.

4. Select the check box next to the parent investment you want to add, and then click Add.