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Service Hierarchies

You can manage services in a hierarchy with other investments including projects, assets, applications, products, services, and other work. The financial hierarchy displays an aggregation of the planned cost, actual cost, and remaining cost for your investments. The time-varying values factor in the investment allocation percentages that you have defined.

The financial rollup and the effort rollup are hierarchical representations of the investments, services, and ideas that comprise your service. As you build your hierarchy, the planned costs for a child investment or service roll up to the parent service. These aggregated costs appear on the financial rollup. Similarly, the associated child investment or service aggregated work values roll up to the parent service on the effort rollup.

You can also share services between other investments, services, and ideas. For example, you can share a database server that supports two software applications. You could achieve the following goals:

Your service investment allocation percentage determines what portion of a service is allocated to another service, investment, or idea. All cost data in the investment hierarchy is based on the allocation percentages.