Portfolio Groups › Roll Up Budgeted Benefits from Child Portfolios

Roll Up Budgeted Benefits from Child Portfolios

Rolling up the budgeted benefits from child portfolios changes the total budgeted benefit of the parent portfolio to match the sum of their budgeted benefits. You can view the portfolio’s budgeted benefit and cost amounts on the Properties: General page.

To roll up the budgeted benefit

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 Rollup Benefit.