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:

Open the portfolio
The properties page appears.
Open the Properties menu and click Child Portfolios.
The child portfolios list page appears.