ADDING A NEW SUB-CONSOLIDATION IN STATOR

 

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.

 

 

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

 

 

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.