Configure a Threshold for a Budget Plan

Configure the project and portfolio key performance indicators (KPIs) that will be used while monitoring approved budget plans on the Scorecard page.

To configure a threshold for a portfolio budget plan:

  1. In the object selector, select Portfolio, and then select View Portfolios List.
  2. Select a portfolio name.
  3. From the Main Menu, select Summary & Settings.
  4. On the Summary & Settings menu, select Thresholds.
  5. In the context bar, select the planning period menu, and select the planning year, which is either the current year or the subsequent year.
  6. Select the tab for the threshold to configure.
  7. In the settings pane, under the Threshold section, configure the settings:
    • Operator: Select a parameter to use for the threshold.
    • Value: Enter the value to use for the threshold.
    • Indicator Icon: Select a visual indicator to display when the threshold is met.
    • Bubble Color: Select a color to display on a bubble chart when the threshold is met.
  8. (Optional) In the box for the threshold field, select Add to add more threshold settings.
  9. Select Save.

This setting is used in the following apps:

郞Portfolio Analysis