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How to Build a Hierarchy (Service)

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

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

Do the following to build a service hierarchy: