1. Add a Sub-Portfolio Within a Portfolio

You can only add a Sub Portfolio within a Main Portfolio. 


1. To add Sub Portfolio’ within a Portfolio, click the ‘Pipeline Management’ tab from the left side bar of the Portfolio Page. Once done, click the ‘+ Portfolio button as shown below. 



2. Add a Sub Portfolio by clicking the Live Portfolio’ dropdown menu. Once done, click the ‘Add Portfolio button. 



The Sub Portfolio is now added in the Portfolio