Creating a Hierarchy of Opportunity Functions

You can build a three-level hierarchy of parent functions, subfunctions, and child subfunctions. To build a hierarchy of opportunity functions, follow this procedure.

To create a hierarchy of opportunity functions

1. Navigate to the Opportunities screen, then the Opportunities List view.

2. In the Opportunities list, query for an opportunity.

3. In the Opportunities record, click the link in the Opportunity Name field.

4. In the Function Agenda list, add a function record, and complete the fields.

   Some fields are described in the following table.

   Field	Comments
   Function Type	Select 24 Hour Hold to make the record a space hold function.
   Function Space	Select a function space to associate with the function. Available function spaces for subfunctions are constrained to subdivisions of the parent function space.
   Detail	Select to indicate the detailed parent function. Note: For functions for which the Detail check box is not selected, you can define only one hierarchical level, for example, function, then subfunction.

5. Build a hierarchy of function, subfunction, and child subfunction records using the following methods:

   • Click the Move up and Move down buttons to position a function under the detailed function record. Click the Demote one level button once to indent the function under the primary function and make it a subfunction. Click the Demote one level button twice to indent the function under a subfunction and make it a child subfunction.

   • Select the primary function and click the Sub Function button to build a hierarchy of subfunctions under the detailed function in the Create Agenda Sub Function dialog box. Select a subfunction and click the Sub Function button to add a child subfunction under the current subfunction in the Create Agenda Sub Function dialog box.

For more information about building a hierarchy of subfunctions and child subfunctions under a detailed function, see Detailing a Function.