---
title: "Creating and Configuring Partner Groups"
description: "You can use partner groups to group partners hierarchically. In the event of a value query of a partner group, the aggregated value of all partners is displayed."
source_url: https://support.lucanet.com/en/documentation/consolidation-financial-planning/platform-dimensions/partners/partnergruppen-anlegen-und-konfigurieren
language: en
last_updated: 2026-05-01
---
# Creating and Configuring Partner Groups

## Overview

You can use partner groups to group partners hierarchically. In the event of a value query of a partner group, the aggregated value of all partners is displayed.

## Creating a Partner Group

To create a partner group:

1. Right-click the **Partners** root folder, another partner group, a folder, or an individual partner.

2. Choose **Create | Partner group** from the context menu.The **Create Partner Group** dialog is displayed:

    ![Creating a partner group](https://support.lucanet.com/assets/docs-images/consolidation-financial-planning/platform-dimensions/partners/partnergruppen-anlegen-und-konfigurieren/_images/en/create_partner_group.png)
    Creating a partner group

3. Specify the **name** of the element.

4. Click **Save**.
> **Note:** After creating a partner group, you can configure it and change the name of the partner group.