Creating a Sub-Portfolio
To be able to closely study development hypotheses, you can divide a portfolio into sub-portfolios, each subject to different scenarios.
To create a sub-portfolio:
1. Right-click the portfolio that interests you and select New > Portfolio.
2. In the dialog box that appears, indicate the name of the portfolio.
3. Click OK.
*If a scenario is associated with a main portfolio, it is not inherited by the sub-portfolio.
*You can create sub-portfolios from an initiative group. For more details, see Creating an Initiative Group.
Propagating Criteria
The Propagate Criteria command available on a portfolio with sub-portfolios enables addition of parent portfolio criteria to sub-portfolio criteria.
*For more information on portfolio criteria, see Defining Criteria.