Create Subgroup Dialog

The Create Subgroup Dialog allows you to create a new subgroup in the portfolio or another group. This is useful for organizing your data for comparison and processing.

&  For help organizing your data with the Portfolio View, see Managing Data with the Portfolio View.

What Do I Do Next?

To create the new subgroup, enter the name of the new subgroup and press the OK button. If you would like to exit from this dialog without creating a new subgroup, press the Cancel button.

Ä    Note: If you later change your mind and want to use a different name for the subgroup you are creating, you can rename it at any time using Rename… from the context menu of the subgroup on the Portfolio View.

How Did I Get Here?

The Create Subgroup Dialog appears when you select to add a new subgroup from the Subgroups page of the Modify Portfolio Dialog or Modify Group Dialog. It is also displayed when you select Add New Subgroup… from the context menu of a portfolio or subgroup in the Portfolio View.