How to Manage Ideas › Associate Ideas with Parent Investments

Associate Ideas with Parent Investments

You can associate an idea with one or more investments and services. View the parent assignments in a list that includes their percentages. The total percentage of your idea-to-investment allocations is required to equal 100 percent.

You can share ideas between other investments, services, and ideas. For example, you can share an idea for an online banking phone system that supports servers in two areas around the country. First, add the servers as child investments to the online banking phone system idea investment hierarchy. Then, edit the child investment cost allocation percentage and time segments. All cost information in the parent idea hierarchy is based on the assignment percentages.

Aggregate idea costs to parent investments. Child idea cost totals are automatically aggregated to its parent investments. During the calculation, the parent idea start and finish date are considered for applying the child idea costs to the parent.

Follow these steps:

1. Open the idea.
2. Click the subject of the idea to view the associated investment.
3. Select Hierarchy.

   You can view the details of the parent investment of the idea.

4. Click Add to add parent investments.
5. Click Remove to remove parent investments.
6. Click in the Allocation field of each parent and enter the association percentage for the idea.
7. Click Save.

Note: You can also add or remove associations on one of the parent investment-related set allocations pages.