6.1.2 Cloning or Creating Portfolios from Existing Portfolios

To create a new portfolio from an existing portfolio, perform the following steps:

1. Login to STSA.
2. Click Building Blocks and click View in the Portfolio section.
   The Portfolio Summary section is displayed.
3. To replicate and modify an existing portfolio with minor changes, select an existing portfolio, click More Actions and then click Copy.
4. Provide a name and update the description and click Next.
5. Update (add or remove) the hierarchies from the dimensions and click Next.
6. Review the details in the Review section and click Save.
7. Review the entries and click Save.
   The Audit tab in the Audit Log section is populated after the Portfolio is created.

   Note:

   Portfolio components are auto-approved.