New "Link to" feature

[bagmore]

Hello,

I am trying to use the new "Link to" feature which is in version 11.0. When I view the properties of any of my portfolios or sub-portfolios, the "Link to" tab is grayed out. Do you know what the problem is?

thanks

[Mark]

Hi bagmore,

To make a sub-portfolio link to another sub-portfolio it must be empty, and not create any circular references. If you are looking at the properties of a non-empty sub-portfolio, the "Link To" button will be disabled. You need to either empty it, or create a new empty sub-portfolio to assign it to link to some other sub-portfolio.