Monitor Budget Negotiations for a Proposed Budget Plan Scenario

Monitor the status of the budget negotiations with the project managers for each project in the budget plan scenario using the Budget Planning page. Comments are captured in the Discussion dialog box and change requests and approvals are indicated in the Budget Review Status column as well as in the Discussion dialog box for each project.

To monitor a budget plan scenario review:

  1. In the object selector, select Portfolio, and then select View Portfolios List.
  2. Select a portfolio name.
  3. From the Main Menu, select Cost and Funds, and then select Budget Planning or Published Views.
  4. Select an analysis view.
  5. Select the shared scenario.
  6. In the Show list, select Included Projects.
  7. View the Budget Review Status column to review the status of the budget negotiations for each project. The values are Pending, Changes Requested, or Accepted.
  8. Select Discuss Budget for the project to open the Discussion panel for the project.

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