How to Build a Service Hierarchy › Define Child Investments and Allocations

Define Child Investments and Allocations

As a service owner or investment manager, define the allocations for each child investment and service in the hierarchy. When you add the first child investment to your service, its allocation is set to 100 percent. You can edit the allocation percentage for a child service, investment, or idea. Child investment cost totals are automatically aggregated in the parent service based on the investment allocation percentages.

Follow these steps:

1. Open a service.
2. Open the Hierarchy menu and click Financial Rollup.
3. Select the check box next to the desired child service, and click Add Child.
4. Select the check box next to the investments and click Add.
5. Click Return.
6. Click the allocation amount for the child investment.

   The set allocations page appears.

7. In the Allocation field for your service, enter the child investment percentage that is allocated to the parent service or investment.
8. Save the changes.
9. To remove a child service from the financial rollup, select the check box for the service and click Remove.
10. Click Return.