Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Project and Portfolio Management
Version 27 Version 26 39.5.25 39.5.23 39.5.22 39.5.21 39.5.20 39.5.19 39.5.18 39.5.17 German English
Breadcrumbs

Budget Portfolio

Information

  • The portfolio budget determines which costs may generally occur in the planning objects of a portfolio.

Where can I budget a portfolio?

In the Budget module of the required portfolio.

Open the portfolio

  • by clicking on the Portfolios menu item button in the Planning area of the user menu and

  • clicking on the link on the ID of the portfolio in the List (Portfolio) module that opens.

Subsequently switch to the Budget module tab in the opened portfolio panel.

Who is allowed to budget a portfolio?

All users who have access to the Budget module and have modification rights for portfolios. In PLANTA standard, these are the managers of the corresponding portfolios and the multi-portfolio managers. For further information on user rights, please click here.

Note

  • In PLANTA, the portfolio budget is not defined and approved per entire portfolio but per year.

Specify Budget

Procedure

  • Click on the Insert yearly tranche button in the action bar.

  • Select the year(s) for which you want to budget the portfolio in the Create Yearly Tranche dialog module.

  • Click on the Assign selected objects button. The respective yearly tranche is created.

    • In the yearly tranche, the summarized cost and budget data of all planning objects of the portfolio will automatically be displayed per cost type group.

  • Enter the portfolio budget for each cost type group manually in the Portfolio budget column.

  • Save.

You can tell whether the budget of the planning objects exceeds the portfolio budget by the color of the Deviation and % deviation fields. Further information

Approve Budget

Procedure

  • Click on the Approval button for the required year.

  • Confirm the Do you really want to approve the period? query with Yes.

  • The Approved checkbox is activated and thus the budget for the period is approved.

    • An approved period cannot be edited or deleted. To do so, you first have to cancel the approval.

Cancel Approval per Budget Period

Procedure

  • Click on the Approval button for the required year.

  • Confirm the Do you really want to cancel the budget approval for this period? query with Yes.

  • The Approved checkbox will be deactivated.

    • This means the budget is no longer approved and can be edited or deleted.