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ADDING A NEW SUB-CONSOLIDATION
IN STATOR
 

 

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Tutorial: Adding a new Sub-Consolidation

Prerequisites:
Installation of Stator Standard Registered or
Installation of Stator Professional Registered

Version Specific:
Yes (Standard, Professional)

Help File Reference:
Managing your Portfolio/Sub-Consolidation/Creating a Sub-Consolidation


Sub-Consolidations allow you to create custom portfolios which comprise any combination of existing Systems. Sub-Consolidation operates in a similar fashion to the Consolidated portfolio however you get to choose which Systems are included.

This tutorial will show you how to create a new Sub-Consolidation.

1. Open the Owner which you would like to create a new Sub-Consolidation.
2. From the "Maintenance" menu we select "Setup Accounts, Systems ..."
3. Select "<<ADD NEW>>" under the Sub Consolidations item.

 

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4. Enter a name for the Sub-Consolidation and tick the available Systems which will be included in the Sub-Consolidation.

 

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5.  Click the "Save" button to save the Sub-Consolidation.

Each Sub-Consolidation contains all the same screens as a System or Consolidated portfolio. The Sub-Consolidation feature dramatically increases the flexibility which you can use to structure your portfolio in the best way that suits you.

 

ScreenShot

 
 

 

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