Portfolio Groups › Roll Up Budgeted Costs from Child Portfolios

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Next Topic: Distribute Budgeted Costs to Child Portfolios

Roll Up Budgeted Costs from Child Portfolios

Rolling up the budgeted costs from child portfolios changes the total budgeted cost of the parent portfolio to match the sum of their budgeted costs.

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 Rollup Costs.