Edit Corporate Structure Selections

On the Corporate Structure and Corporate Information pages of an organization constituent, you can view summary information an organization and its related parent or subsidiary companies. You can select the organizations from the corporate structure to include in summary information.

  1. Open the record of the organization constituent with the structure selections to edit. For information about how to open an organization constituent record, see Organization Search.

  2. Under More information, select Corporate information. The Corporate Structure page appears.

    Note: You can also edit the corporate structure selections from the Corporate Information page of an organization constituent. To edit the structure selections, select Edit selections on any tab of the Corporate Information page. For information about the Corporate Information page, see Corporate Information.

  3. Under Corporate structure, select Edit selections on the action bar. The Edit Corporate Structure Selections screen appears.

  4. Select the organizations to include in corporate summaries. To remove an organization from the summary information, deselect its checkbox.

  5. Select Save. You return to the Corporate Structure page. Under Summary, only information about the selected organization appears.