Portfolio Groups › View a List of Child Portfolios

View a List of Child Portfolios

Use the Portfolio: Properties: Child Portfolios page to view a list of the child portfolios associated to the portfolio currently in view. You can also use this page to remove a child portfolio association, roll up budgeted costs or benefits from child portfolios, distribute budgeted costs or benefits to child portfolios, link to the properties page for a parent portfolio by selecting the name of the portfolio in the list, and view the portfolio’s budgeted values to determine if they should be rolled up from or pushed down to child portfolios. From this page you can associate one portfolio to another as a child portfolio.

To view a list of child portfolios

1. Open the portfolio, and click the Properties tab.

   The Portfolio: Properties: General page appears.

2. Click Child Portfolios from the content menu.

   The Portfolio: Properties: Child Portfolios page appears.