Creating a Relationship
ERP CloudProfessional Services Cloud
To create a relationship from a child plan:
- Navigate to the plan you want to use as your child plan.
- Click Manage Relationships.
- Click
.
- Select the parent scenario you want to use as your parent scenario.
- Click Save.
- [Optional] Change how the relationship row is displayed in the parent plan. For more information, see Editing Relationship Details.
- [Optional] Change the aggregate function or the filters used to populate the relationship row. For more information, see Editing Relationship Filters.