Create Hierarchy

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

•      The window will display information on the current proposal number and document number and if it is eligible to be linked. (Proposals can only be linked to one hierarchy).

•      Select the Budget Type to use for the hierarchy:

o  Sub Budget: Select to combine two or more separate proposals to submit as a single proposal. The sponsor receives one combined proposal. Budget data is copied as-is from the child to the parent. That is, all line items and calculated amounts are copied from the child's budget to the parent's budget.

o  Sub Project: Select to include a subproject in a proposal. The sponsor receives a master proposal with attached subprojects. Details from the child budget are consolidated in the parent budget. Each period of the parent budget contains two line items for each child, one for all direct costs and the other for all indirect costs.

•      Click the Create Hierarchy button; an alert message will appear in your proposal with the Proposal Number of the new Parent proposal, and the Hierarchy icon in the toolbar will include the letter “C” in the child proposal and “P” in the parent proposal.

o  If you did not mark the budget as final/for submission, an alert will note that the latest version (most recently created version) was used, even if there is only one budget version.