Hierarchies (Service) › How to Manage Parent Investments (Service) › Add Parent Investments (Service)

Add Parent Investments (Service)

Use the parents page of service hierarchy to add a parent investment association to a service. You can add one parent investment, or you can add multiple investments at one time.

Verify that the investments, services, and ideas exist before adding them as parents to the 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.

You can also remove parent investment associations.

Follow these steps:

1. Open the service.

   The properties page appears.

2. Open the Hierarchy menu, and click Parents.

   The parents list page appears.

3. Click Add to select and add parent investments.