Monitor a Budget Plan from the Spending Page

Monitor portfolio budget plans to determine which projects are influencing the performance of the plan.

To monitor a 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郞 Portfolio Analysis, and then select Spending.
4. In the Financial Summary section:
   1. Select whether to view Incremental or Cumulative values.
   2. Select  Settings to select cost curves and currency options to view on the chart.
   3. On the Chart Options tab, select the curves you want to view.
   4. On the Currency tab, select currency view options for the chart.
   5. Select Apply.
5. In the Financial Breakdown section:
   1. In the View list, select to view cost values by Planning Horizon or a specific year.
   2. In the Compare To list, select whether to compare data against a snapshot to review historical data.
   3. Select a time period from the Period column to view the projects in the budget plan and their individual costs.
   4. In the Projects dialog box:
      • Review values against the Approved Budget.
      • If a project requires additional attention, mark it for review by selecting  Review next to the project name.
      • Select Save.