Portfolio Groups › Distribute Budgeted Benefits to Child Portfolios

Distribute Budgeted Benefits to Child Portfolios

Use the Portfolio Benefit Distribution page distribute the budgeted benefit from the parent portfolio to a set of child portfolios. Use the Budget % field to enter a percentage of the budgeted benefit that will be distributed to each child portfolio.

To distribute 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 benefits.

   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 Distribute Benefit.

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

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

   Note: The sum of all rows must equal 100 percent.

7. Click Submit.

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