View and Pin the Client Hierarchy Tree

The Client Hierarchy tree displays the parent-subsidiary relationships of your clients 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 information gives you a better understanding, for example, of project profitability or opportunity award ratios.

Prerequisite: Your system administrator must enable client hierarchies in Configuration.

To pin the Client Hierarchy Tree, complete the following steps:

1. On the General tab of the Client Info Center form, select a client record.
2. In the Parent field, specify a parent client.
3. Complete the remaining fields on the General tab.
4. Click Save.
5. Click Client Hierarchy to view a dialog box that shows theclient's hierarchy. By default, the dialog box closes automatically when you select an entry from the client hierarchy tree. To change this behavior, you pin the tree.
6. Click Pin to pin the Client Hierarchy tree to the application. Vision moves the tree from the dialog box to the left side of the screen. When you select an entry from the tree while it is pinned, the tree remains visible and you can navigate the client hierarchy more easily.
7. To see data for a different phase or task, click its identifier in the pinned tree.
8. To close and remove the pin from the tree, click Delete.