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  • 1.  About CA PPM Child Porfolios

    Posted Jul 12, 2017 03:13 PM

    Hi there, is this functionality working?

     

    I add several portfolios to a master portfolios, and the data does not reflect on the portfolio.

     

    When a client ask about this, what should I responde? Work in progress or in future releases? since 14.4 we carrie this feature...

     

    Regards!

    Pablo



  • 2.  Re: About CA PPM Child Porfolios
    Best Answer

    Posted Jul 12, 2017 03:55 PM

    Per CA documentation, inclusive to 14.3 and 15.2 under portfolio management:

     

    Create any child portfolios that you want to associate to the parent portfolio so you can see the
    parent-child relationship. No data is pulled in from the child portfolio to the parent portfolio.



  • 3.  Re: About CA PPM Child Porfolios

    Posted Jul 12, 2017 04:46 PM

    OMG...I understand, but its does not make sense, you know...i cant see a good use for that.

     

    Thanks!!! eabollinger



  • 4.  Re: About CA PPM Child Porfolios

    Posted Jul 13, 2017 02:49 PM

    Patricio_1979 check this out.