Customizing the Relationship Hierarchy Display for a Forecast

You can customize how the relationship hierarchy displays for a forecast. You can change the title of the chart, update where the relational arrows display, and select which forecast fields are displayed on the card and the more information window.

Note:

Your customized settings only apply to the current forecast.

  1. Access the relationship hierarchy for the forecast whose setting you want to customize.
  2. Click Open settings.

  3. Depending on your requirements, do one of the following:

    • To customize the title of the chart, enter a new title in the Title field.
    • To move the relationship arrow from the parent to the child, select Display Arrows Down.
    • To customize the fields displayed on the cards, switch to the Fields Display tab and select Add to Card next to each field you want to display.
    • To customize the fields displayed in the more information window, switch to the Fields Display tab and select Add to More Details next to each field you want to display.
  4. Click Save. The chart refreshes to display the new settings.