Portfolio Groups › Distribute Budgeted Benefits to Child Portfolios

Distribute Budgeted Benefits to Child Portfolios

You can 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 to distribute to each child portfolio.

Follow these steps:

1. Open the portfolio.

   The properties page appears.

2. Open the Properties menu and click Child Portfolios.

   The child portfolios list page appears.

3. Click Distribute Benefit.

   The portfolio benefit distribution page appears. Each portfolio displayed in the list is a child of the parent portfolio.

4. For each child portfolio Budget % field, enter a percentage of the total budgeted benefit to distribute to that portfolio. The sum of all rows must equal 100 percent.
5. Click Save and Return.