How to update a Portfolio Budget from Projects Budget

It is possible to update the Portfolio Budget from the Budget that have been defined for projects belonging to the selected Portfolio.

  1. Log in to the HTML5 client.

  2. Select the Portfolio Center workspace, Budget tab.

  3. Select a Portfolio folder in the Data Selector.

  4. Select the Portfolio Budget mode (viewmode_activesimulationdetails22_md.png).

  5. Click on the Update Cost Centers from Projects (update_budget_v2_22_md.png) button.

  6. In the Update Cost Centers from Projects popup, select the desired options, and click on the OK button.

  7. The Cost Centers and their corresponding values have been imported to the spreadsheet.