Viewing the Hierarchy of a Forecast's Relationships

You can view a hierarchical representation of all the relationships that a forecast has. This can be useful if you want to view all the project forecasts that are related to a practice or a region forecast.

To view the relationship hierarchy for a forecast:

1. Open the forecast you want to view the hierarchy for. For example, a practice or a region forecast.
2. From the forecast toolbar, click View in Planning. This opens the forecast's record page.
3. Click the Relationships tab. A hierarchical representation of the relationships displays.
4. [Optional] Click the name of a child forecast to open its record page.
5. [Optional] Click View More in a card representing a child forecast to view more information about the child forecast.

Note:

You can also customize the information displayed in the cards or in the more information window. For more information, see Customizing the Relationship Hierarchy Display for a Forecast.