Portfolio Groups › Add Child/Parent Portfolio Associations

Add Child/Parent Portfolio Associations

Use the Select Portfolios window to associate one portfolio with another as a child portfolio. You can associate a portfolio as a child portfolio with only one parent portfolio at any given time. Any scenarios you have applied to a parent portfolio are also available to the child portfolio.

To designate a portfolio as a child portfolio

1. Click Portfolios from the Portfolio Management main menu.

   The Portfolios page appears.

2. Select the name of the portfolio to which you want to distribute costs.

   The Portfolio Scenarios page appears.

3. Click the Properties tab.

   The Portfolio: Properties page appears.

4. Click Child Portfolios from the Properties content menu.

   The Portfolio Properties: Child Portfolios page appears.

5. Click Add.

   The Select Portfolios window opens. Portfolios that are not already associated to a portfolio are displayed in the list. If necessary, filter the list to limit the number of portfolios displayed.

6. Check the box next to the portfolio you want to add, and click Add. Alternatively, click Add and Select More until all of the selected portfolios are added.
7. Click Close.

   The Select Portfolios window closes. The selected portfolio is displayed in the list on the Portfolio Properties: Child Portfolios page.