Link a Child Proposal to a Parent Proposal

•      Open a Proposal in edit mode

•      Click on the Hierarchy link in the proposal toolbar to open the Hierarchy maintenance window.

•      Click on the search icon  in the Link Proposal field to search for the eligible (unlinked) proposal. If you know the proposal number, you can enter it directly into the field.

o  Enter your search criteria in the search window.

o  Review the summary of information in the results list and click [select] to bring that proposal number back to the Hierarchy window.

•      Click the Link this child to this Parent button.

•      The proposal will update with a (C) inserted beside the Hierarchy toolbar icon indicating this is now a child proposal, and a message will appear in the proposal confirming the successful link.