---
title: "Contract Hierarchy"
slug: "contract-hierarchy"
updated: 2025-01-30T21:26:50Z
published: 2025-01-30T21:26:50Z
canonical: "wiki.cobblestonesoftware.com/contract-hierarchy"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://wiki.cobblestonesoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contract Hierarchy

### Contract Hierarchy

Contract Hierarchies may be created in Contract Insight which allows permissioned users to keep track of related parent/child records inside of the system.

**Adding a Contract Hierarchy**

To add a Contract Hierarchy, navigate to a parent/child record's *Contract Details* screen. Move to the **Linked Records** tab.

Then scroll to the Hierarchy dock which reveals the existing hierarchies if any presently exist. Click **Add** to begin creating a new Contract Hierarchy.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Linked%20Records%20Tab%20with%20Hierarchy%20table.PNG)

A prompt will appear asking the user if they would like to add this current record as the **Parent Record** or the **Child Record**. Click the applicable option.

![Prompt to add this current record as the parent or the child record.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/3(113).png)

A dropdown will appear which will take the user through the appropriate steps to link the records together. Select an option from the dropdown.

![Drop down which takes user through steps to link records together.](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/4(87).png)

A new dropdown appears. Select an option from this dropdown as well then click **Search**.

![Click Search](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/5(52).png)

This next screen populates the records that fit the user's search following the prior dropdowns. Click **Link** next to the necessary parent/child record.

![Click Link next to necessary parent/child record](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/6(40).png)

Click **Save Link** to apply the parent/child record to the new Contract Hierarchy.

![Click Save Link](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/7(27).png)

A screen similar to the following appears:

![Hierarchy Diagram](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/8(20).png)

**Editing a Contract Hierarchy**

Navigate to the *Contract Details* screen of the hierarchy that requires editing. Move to the **Linked Records** tab, then scroll to the Hierarchy dock.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Hierarchy%20and%20Linked%20records.PNG)

Click the **Edit** **Icon** to begin editing the hierarchy.

![](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/Hierarchy%20-%20Edit.PNG)

To edit the name or add a description, click edit. Otherwise, users may click on a tile in the diagram to edit that portion of the hierarchy. When a tile is clicked, it will be highlighted in red (pictured below).

![Click Edit](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/10(8).png)

On the right-hand side, after clicking on a tile, three options appear. Users may **Add Child** to this record in the hierarchy, **Add Parent** to this record in the hierarchy, or **Sort Children** in this hierarchy.

![Add Child, Add Parent, and Sort Children](https://cdn.document360.io/e3626857-1fb5-4e27-b278-2d3fc5508be4/Images/Documentation/11(8).png)

When adding a new child or parent record to the hierarchy, the user will follow the same steps as when adding a new record to the hierarchy in the beginning portion of this page.