How to define a Portfolio Budget

Once Cost Centers have been defined by the Administrator, it is possible to define a Budget at the Portfolio level.

  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 New (NewProject) button, and select one or several Cost Centers in the Global Cost Centers popup.

  6. Click on the OK button to close the popup.

  7. In the spreadsheet, enter the budget distributed values.