View the Firm Hierarchy
The Firm Hierarchy tree displays the parent-subsidiary relationships of your firms in graphical form.
When you have
firms or agencies that should be associated in a hierarchical relationship, you can create, view, and report
contact,
project, and
opportunity data at both an individual and rolled-up level. This is useful for grouping information on reports and gives you a better understanding, for example, of
project profitability or
opportunity award ratios for all firms in a hierarchy. Firm hierarchy is enabled by default, but it can be disabled by your system administrator in
.
To view the
firm hierarchy:
- In the Navigation pane, go to the Hubs section and select Firms.
- Use the search field above the firm name to search for and select the firm that you want to open.
-
Click
Firm Hierarchy to view the hierarchy.
This icon only displays in navy when a hierarchy has been created. It displays in
light gray when there is no associated hierarchy.