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Portfolio Groups › Add Child/Parent Portfolio Associations

Add Child/Parent Portfolio Associations

You can associate one portfolio with another as a child portfolio. You can associate a portfolio as a child portfolio with only one parent portfolio at any given time. Any scenarios you have applied to a parent portfolio are also available to the 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 Add.

    The select portfolios page appears. Portfolios that are not already associated to a portfolio are displayed in the list. If necessary, filter the list to limit the number of portfolios displayed.

  4. Select the portfolio you want to add, and click Add.