Portfolio Groups › Distribute Budgeted Costs to Child Portfolios

Distribute Budgeted Costs to Child Portfolios

Use the Portfolio Cost Distribution page to distribute the budgeted cost from the parent portfolio to a set of child portfolios. On this page you can enter a percentage of the budgeted cost that will be distributed to each child portfolio.

To distribute the budgeted costs to child portfolio

1. From the main menu, under Portfolio Management, click Portfolios.

   The Portfolios page appears.

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

   The Portfolio Scenarios page appears.

3. Select 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 Distribute Costs.

   The Portfolio Cost Distribution page appears. Each portfolio displayed in the list is as a child of the parent portfolio.

6. For each child portfolio, enter a percentage of the total budgeted cost to be distributed to that portfolio in the portfolio’s Budget % field.

   The sum of all rows must equal 100%.

7. Click Submit.

   The Portfolio Properties: Child Portfolios page appears. The parent portfolio’s budgeted cost is distributed accordingly to each child portfolio, based on the calculated percentages.