Portfolio Groups › View a List of Child Portfolios

View a List of Child Portfolios

You can view a list of child portfolios associated to the portfolio currently in view. In addition, you can do the following:

• 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.
• View the portfolio budgeted values to determine whether they can be rolled up from or pushed down to child portfolios.

You can associate one portfolio to another as a 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.