Budget Planning

Use the Budget Planning page to determine which projects to include in your portfolio budget plan. Determine the overall time-phased budget, gain approval for the plan, and allocate proposed budgets to each project in the plan.

Budget Planning Overview -

Configure Settings for a Portfolio Budget Plan

Add a Budget Planning Scenario -

Set the Target Budget for a Budget Planning Scenario -

Create Budget Scenario Data by Import

Configure the Budget Planning Page

Select Projects for a Budget Planning Scenario

Budget Scenario Optimization Overview

Link a Project's Proposed Budget with a Forecast or Planned Budget Value -

Directly Allocate a Proposed Budget and Dates for a Project Within Budget Plan Scenarios -

Assign a Portfolio Fund to a Project

Portfolio Budget Plan Status Reference

Budget Plan Approval Process Overview -

Configure View Settings