Set the Target Budget for a Budget Planning Scenario

Set the Target Budget for a Scenario Video

Set a target budget for the entire planning horizon. This value is used during the planning and selection process to guide budget planners when selecting projects for inclusion in the budget scenarios on the Budget Planning page and when using Selection Analysis views.

Target Budget values added to a scenario on the Budget Planning page will also appear in the same scenario on the Selection Analysis page.

To set the target budget:

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.
4. In the context bar, select the planning period  menu, and select the planning year, which is either the current year or the subsequent year.
5. Select the scenario from Scenario.
6. Select  Grid from the Layout menu.
7. In the Target Budget row, enter a value which defines the target budget for the entire planning horizon in the Total column.
8. Select Save.