Configure Settings for a Portfolio Budget Plan

Before you can begin building your budget plan, you should configure budget plan options and settings. Choose the number of years of your plan. Set workflows to use in the budget approval process. Create performance thresholds for your portfolio and its projects. When these settings are configured, you can begin building your portfolio budget plan.

To configure settings for a budget portfolio plan:

1. Set the Budget Planning Options for a Portfolio
2. Create an Analysis View in a Portfolio
3. Create Thresholds and Alerts for a Budget Plan
4. Set Workflows for Reviewing, Proposing, and Approving a Budget Planning Scenario
5. Assign User Roles to a Workspace, Portfolio, or Project