Portfolio Groups › Distribute Budgeted Costs to Child Portfolios

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Distribute Budgeted Costs to Child Portfolios

You can distribute the budgeted cost from the parent portfolio to a set of child portfolios. Also, you can enter a percentage of the budgeted cost to be distributed 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 properties list page appears.

  3. Click Distribute Costs.

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

  4. 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%.

  5. Click Save and Return.