Use the
Firm Hierarchy feature to create a hierarchy of records in the hubs that are representative of parent and subsidiary relationships between multiple
firms. This enables
Firm Hierarchies in the
Firms hub.
Contents
When you establish
firm hierarchy levels, you specify the number of levels that users can include when building
firm hierarchies. You can set up a maximum of four parent levels with a label for each level, which allows for hierarchies of up to five total levels. The hierarchy and labels for each level are then used when grouping
firm information on reports.
Use the fields and options on this tab to specify the number of levels and their respective labels for the
firm hierarchy.
See the
Firm Hierarchy Overview topic for additional information.
Firm Hierarchy Levels
| Field | Description |
|---|
| Use
|
Click the checkbox in the Use
column to activate the hierarchy levels. When a level is in use, the
Label column is turned on for that level.
By default, the hierarchy is set up to include four parent levels. The order of the hierarchy levels determines the actual hierarchy. If you attempt to remove the selection of the
Firm level,
DPS displays a message prompting you to disable
firm hierarchy.
With this setup, users can configure hierarchies up to five levels with the
firm as the lowest level, and use any of the four parent levels as groupings in report.
|
| Label
|
Enter a label for the hierarchy level, for example
Sub Level 1.The order of the hierarchy levels determines the actual hierarchy and the descriptions are listed in the hierarchy in the
Firms hub. These descriptions are also used on the
Opportunity List,
Opportunity Forecast,
Opportunity Hit Rate List,
Firm List, and
Project List reports.
|
