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Portfolio Groups › Roll Up Budgeted Benefits from Child Portfolios

Roll Up Budgeted Benefits from Child Portfolios

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

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 Rollup Benefit.