Set the Budget Planning Options for a Portfolio

Define the number of years to plan for during the budget planning process and configure how cost data will be displayed on the Budget Planning page.

To set the planning period for a portfolio budget plan:

In the object selector, select  Portfolio, and then select View Portfolios List.
In the table, select the portfolio row.
Select the Budget Planning detail window.
In the Planning Horizon field, enter the total number of years to plan out for the projects in a budget plan.
Note: The planning horizon cannot be changed after a budget plan has been added to the portfolio.
(Optional) In the Use capital and expense breakdown section, select Show capital and expense sub-cost curves to enable capital and expense sub-curves on the Target, Portfolio Proposed, and Portfolio Approved Budget curves.
In the Confirm dialog box, select to associate the existing portfolio data to the Capital or Expense sub-cost curve.

Note: Capital sub-cost curve is selected by default. This setting can be enabled after a budget plan is created and will apply only to new budget planning years.
In the Proposed Budget Link Setting section, select whether you want the Proposed Budget for projects in each budget plan scenario to be linked to their Forecast or Planned Budget values, as specified by project managers.
Note: This option can be updated after budget plans are created for the portfolio; however, the change will only impact budget plans created after the update and will not change the existing budget plans.
Select Save.

Tips

You can also perform this task on a single object from the Summary & Settings page in Primavera Cloud:

In the object selector, select  Portfolio, and then select View Portfolios List.
Select a portfolio name.
From the  Main Menu, select  Summary & Settings.
On the Summary & Settings page, select Details.