Select Projects for a Budget Planning Scenario

Select projects to include in budget plan scenarios using tools available on the Budget Planning page.

To select projects for a budget plan scenario:

  1. In the object selector, select Portfolio, and then select View Portfolios List.
  2. Select a portfolio name.
  3. From the Main Menu, select Cost and Funds, and then select Budget Planning.
  4. On the Layout menu, select Grid.
  5. (Optional) To view waterline or unmet dependency information, select Waterline View or Unmet Dependencies from the Layout menu.

    Note: The Unmet Dependencies option is not available for Program View.

  6. In the table, select the Project State field to display the Selected state or Forced In state to include a project in a budget plan scenario. To add multiple projects at once, use Ctrl + click to highlight each project. On the Actions menu, select Include, and then select Highlighted Projects.

    Note: The Forced In and Forced Out states are useful if you have predetermined whether projects are included in the budget plan. These states are also useful if you are using the Waterline View and you want to include or exclude the project in the scenario whether or not the project meets the selected criteria.

    The Proposed Budget row now includes the total cost for the project, and the value of the included projects field has increased. As you make selections, the Difference row displays the difference between the Target Budget and the Proposed Budget, which is based on the totals for the selected projects.

  7. Select Save.

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