Editing Parent and Subsidiary Entities in a Multi-Tier Consolidated Engagement

To add or change entities that make up the multi-tier consolidated engagement:

  1. Open the engagement, click the Consolidation Setup button on the tool pane from any page.

  2. Modify the entity information as needed. You can:

  1. Add entities. Click the plus sign in the ADD ENTITY column. The Add Entity pane will open. See Adding Parent and Subsidiary Entities to a Multi-Tier Consolidated Engagement for more information.

  2. Edit entity names and short names by typing in the grid and click out of the cell to save.

  3. Delete an entity by clicking on the on the right side of the row.

  4. Reorder the entities within a tier, or reorder the subsidiaries under the same parent by clicking and dragging to the desired location the three-line icon in the first column of this section.

  1. Click Engagement View to save your changes.