I have created 3 portfolios, making 1 of them the parent and adding the other 2 as children.
After adding the other portfolios as children I clicked 'Sync Now' button.
No data is showing on any of the tabs within the Portfolio - Investment, Waterlines, Capacity, Financial, etc.
How does the 'Child Portfolio' functionality work?
With the new Portfolio Management feature, introduced in Clarity 13.2, the 'child portfolio' functionality was released with limited scope.
The only action at this time is to 'add' a child portfolio.
The 13.2 Release Notes and Change, Impact and Upgrade Guide does NOT mention this limitation for the announcement of this new feature.
The Portfolio Management Scenarios Guide has the following paragraph regarding Child Portfolios:
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.
At this time, it is not known when more functionality may be expanded in a future release.
Please consult the Product Management team.