Approve a Portfolio Budget Plan Scenario

A budget plan scenario can be sent for approval or approved by the budget planner without being sent for approval.

To approve 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 or Published Views.
4. Select an analysis view.
5. Select the scenario for approval.
6. Select the scenario menu, and select Approve.

Tips

• In scenarios with a large number of projects, the approval may run as a background process. During the process, the scenario will become read-only. When the process is complete, you will receive a system notification with a link to the approved scenario.
• When the status of a scenario is Approved, the scenario becomes the approved budget plan and cannot be updated.
• Scenarios that were not selected as the final plan, will remain in the Budget Planning page and the Published Views page. If you do not need to refer back to these plans, you can delete the scenarios or hide them. To delete the scenarios, select the scenario menu, and select Delete. To hide the scenarios, select the Actions menu, and then select Manage Scenarios.... Select Hidden for each scenario you do not want to view.
• The discussions for the approved budget plan are stored in the discussions for the plan.